Joining us for this episode is Jeremy Keil, author of Retire Today, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and host of the Retire Today podcast. Known as “Mr. Retirement” on YouTube, Jeremy has spent more than two decades helping people make smarter retirement decisions, reduce taxes, and avoid costly financial mistakes. He joins Alex Strathdee to share why planning for retirement involves much more than saving money and choosing the right investments.
Jeremy walks us through his five-step Retirement Master Plan, from understanding what you’ll actually spend in retirement to making the most of Social Security, managing taxes, and protecting your investments. They also explore the risks of relying on historical stock market returns, whether international investing and cryptocurrency belong in a retirement portfolio, and why entrepreneurs shouldn’t depend entirely on selling their businesses to fund retirement. Plus, Jeremy shares his perspective on using AI for financial planning and where it might fall short.
Planning for your financial future involves more than just saving and investing. Tune in to hear Jeremy’s practical advice on making smarter financial decisions, avoiding costly mistakes, and building a retirement plan that works for you.
Connect with Jeremy Keil:
Learn more about Jeremy Keil and his book Retire Today: www.jeremykeil.com
Jeremy’s five-step approach to retirement planning: www.5StepRetirementPlan.com
Estimate your life expectancy to help plan for retirement: www.LongevityIllustrator.org
—
Subscribe and leave a review. Your support helps more people discover the show, the author and their books.
—
Subscribe to our popular weekly 3-2-1 newsletter and get 3 book marketing secrets, 2 useful links, and 1 book recommendation delivered straight to your inbox every week.
Sign up here:https://getshelflife.com/category/newsletter/
Head to our new website for more content and updates: www.getshelflife.com
If you’re interested in connecting further or have any questions, feel free to email me at Alex@getshelflife.com