Jeremy Keil, CFP®, CFA®, CKA®
Jeremy Keil, CFP®, CFA®, CKA®, is the retirement planner you turn to when you're ready to retire but don't know how to do it. He's a financial adviser and author of the bestseller Retire Today: Create Your Retirement Master Plan in 5 Simple Steps. He is also the host of the Retire Today podcast and the face behind the Mr. Retirement YouTube channel.
For over two decades, Jeremy and his team have helped hundreds of people retire (and stay retired) using his signature Retirement Master Plan process, which helps you make more income, pay less in taxes and avoid big retirement mistakes.
Jeremy put his framework into his bestselling book, Retire Today: Create Your Retirement Master Plan in 5 Simple Steps, so that you can move your retirement worries to retirement confidence.
Jeremy has been featured in the Wall Street Journal, New York Times, Kiplinger, CNBC, Bloomberg and Forbes.
Jeremy's firm serves clients nationwide through a fiduciary, ongoing advisory model. You can learn more or request an introductory call at KeilFP.com.
Jeremy Keil is an Investment Adviser Representative of Alongside, LLC, d/b/a Keil Financial Partners, an investment adviser registered with the SEC. For more about Alongside LLC, see its Form ADV at the SEC's Investment Adviser Public Disclosure website.
Phone: 262-333-8353 | Email: info@KeilFP.com | Website: MrRetirement.info
Latest articles by Jeremy Keil, CFP®, CFA®, CKA®
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Claiming Social Security Soon? 5 Smart Moves to Make NowClaiming Social Security is a lifelong decision, and poor choices can cost the average couple more than $180,000. Complete these tasks to avoid a big mistake.
By Jeremy Keil, CFP®, CFA®, CKA®
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Retiring in the Next 12 Months? Answer These 3 QuestionsThe final decisions you make on spending, Social Security and investments can make the difference between a successful retirement and one filled with regret.
By Jeremy Keil, CFP®, CFA®, CKA®
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Has the New Tax Law Killed Roth Conversions for Retirees?The OBBBA's permanent lower tax rates removed the urgency for Roth conversions. Retirees thinking of stopping or blindly continuing them should do this instead.
By Jeremy Keil, CFP®, CFA®, CKA®
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How to Earn a Fistful of Interest on Your Cash in 2026Is your cash earning very little interest? With rates dropping below 4%, now is the time to lock in your cash strategy. Just watch out for the tax implications.
By Jeremy Keil, CFP®, CFA®, CKA®
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5 RMD Mistakes That Even Seasoned Retirees Can MakeThe five biggest RMD mistakes retirees make show that tax-smart retirement planning should start well before you hit the age your first RMD is due.
By Jeremy Keil, CFP®, CFA®, CKA®
