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The recent passing of SECURE Act 2.0 brought about a long list of planning opportunities, but the change in age for required minimum distributions will give advisors a chance to think outside the box ...
The start of 2023 brought us another round of retirement changes with SECURE Act 2.0 officially taking effect and there are a number of important provisions that retirees need to be aware of. In this ...
Retirement tax planning isn't simply about following IRS rules or minimizing what you owe this year. Jeremy Keil answers three listener questions that demonstrate why focusing on one tax return at a t...
I am 68 and my wife is 72. We have no children. We have a few nieces and nephews but have not seen any of them in several years. Our net worth is about $1.8M with a paid off home worth about $425K. We...
Sustainable retirement spending begins with quantifying the present value of your essential expenses and then allocating the remaining funded status toward discretionary “menu items” such as travel, h...
Schedule a Free Financial Assessment with an experienced professional: https://purefinancial.com/lp/free-assessment/?utm_source=captivate&utm_medium=podcast&utm_campaign=free-assessment&utm_content=ym...
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://youtu.be/7lpp3XXiDyQ ======================= Two people retire on th...
If you want to use an inheritance to create a charitable legacy, how can you ensure younger generations will carry your wishes forward?
David Conti has spent decades writing about retirement, Social Security, Medicare, and personal finance. After helping others prepare for retirement throughout his career—including his time at Fidelit...
I'm preparing for RMDs. I normally make a series of charitable contributions, which are at least partially funded by Regular IRA withdrawals. From what I understand, QCDs can be beneficial in the foll...
An interview with Dr. Matt Moore to discuss charitable trusts, recent changes affecting charitable giving, and advanced strategies that can help physicians give more efficiently while managing taxes. ...
This week Roger explores the idea of "digging where your feet are" and how focusing on what you can do today can reduce anxiety about the future and regret about the past. In the Retirement Toolkit, h...
A Legacy Trust can benefit family, but also chosen family, friends, mentors, caregivers, charitable organizations, and causes that have shaped your life.
Qualified charitable distributions are the best way for those 70 1/2 and older to donate. But people often do not maximize the benefits or fall into some traps.
Financial Assessment (Meet with an experienced professional): https://bit.ly/PureAssessment Free Financial Resources in This Episode: https://bit.ly/ymyw-585 (full show notes & episode transcript) Tod...
Are you ready for the Great Wealth Transfer? Financial analysts estimate that older Americans will pass on as much as $124 trillion of personal wealth to their spouses, heirs, and charities over the n...
Joe Schmitz Jr. and Jeremy Keil explore the 2% Club of retirees and the unique challenges that come with significant retirement savings and a pension. https://youtu.be/G04JKpKyLJ0 Most retirement conv...
Today on Your Money, Your Wealth® podcast 560, Joe Anderson, CFP® and Big Al Clopine, CPA spitball business development company (BDC) funds for Edward in Illinois before diving into buckets of cash, T...
Tuesday, May 05 - Monday, May 11, 2026 Most Commented score comments title & link 28 126 comments Question about paying off mortgage. Advice appreciated. 86 47 comments Soon to enter Retirement Phase ...
Long-time readers are well aware that my wife and I give away lots of money. Here's why giving to charity is so important to our own wealth. The post Become a Giver, Get Rich appeared first on The Whi...
A big single-stock win can feel like freedom one day and a tightrope the next. This plan walks through how a family holding ~$15M in NVIDIA shares can turn concentrated success into stable, low-stress...
Exploring how physicians and other high-income professionals can approach charitable giving in a more intentional and effective way and how reaching financial independence early can maximize the impac...
Feeling happy? That could be because spring has finally sprung here in the Midwest. Or, more specifically, it could be because you're part of the Keen Wealth audience right here in Overland Park! A re...
Tax law changes might be confusing, but there are still ways to be generous without sacrificing financial security. A donor-advised fund is a place to start.
Ann asks about making qualified charitable distributions from her 457 plan. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their ind...
F67, M72. We get about income of 5500 a month spend about 4,000 a month and have $1500 left over, Next year that we will pay off our last debt and will have another $500 available. We have rebuilt our...
Both of my nieces children have everything they need (both sets of parents are very well off). At Christmas, we traditionally give them a small gift (~$25) and a check for $50 each. This year, it was ...
From opening stealth retirement accounts to strategic charitable giving, there are plenty of ways you can cut your taxes every year, and they're perfectly legit.
Jeremy Keil explains the 5 RMD (Required Minimum Distribution) mistakes in Retirement and how to avoid them. A retiree recently called for help. It was their first year taking Required Minimum Distrib...
A $10 million retirement is often imagined as the finish line — complete freedom, unlimited spending, and no financial stress. The reality is more complex. James walks through what an eight-figure ret...
Retiring after age 65 changes the math and the priorities. You have fewer high-energy years, shorter tax planning windows, and RMDs much closer than most people realize. But you also often have higher...
The holiday season inspires generosity, but smart gifting can go far beyond festive moments and gifts under the tree. On the show this week, we're digging into the world of gifting strategies, just in...
As the year comes to a close, Roger Whitney reflects on the power of words, walks through an important year-end tax planning reminder for retirees, shares listener stories and perspectives, and invite...
Jeremy Keil weighs the opportunities and risks associated with giving your money away to your kids and charity. Most retirees I talk with don’t worry about whether they can give money away. They worry...
In this Christmas Eve episode, Roger Whitney explores the basics of charitable giving as part of an intentional retirement plan, with a timely focus on year-end decisions. He explains how charitable d...
Jeremy Keil explains the top 3 tax efficient strategies for charitable giving in 2025. Most people give to charity because it’s meaningful to them — not because of the tax break. And that’s the right ...
Today, I'm thrilled to welcome Fritz Gilbert back for his second appearance on the podcast. Fritz is an award-winning blogger and author of The Retirement Manifesto, one of the most influential retire...
Jeremy Keil explores 7 money moves you can consider before the new year to lower your taxes and keep more of your money in retirement. Every December, people scramble to finish holiday shopping, trave...
In this episode, Roger Whitney, a retirement planner with 30 years of experience, breaks down annual gifting limits and year-end planning. He shares practical strategies for giving that make a real im...
? Show Notes In this Thanksgiving Eve episode, Roger Whitney encourages listeners to carry gratitude into everyday life, emphasizing the value of recognizing specific moments and taking “mental snapsh...
? Show Notes In this episode, Roger Whitney dives into the essentials of required minimum distributions, explaining the age thresholds, how the amounts are calculated using IRS life expectancy tables,...
Humanity produces enough food to feed everyone, yet millions go hungry while billions of pounds are wasted. In the U.S., 120 billion pounds of food are discarded annually, while 47 million people face...
? Show Notes In this episode, Roger Whitney explores the psychology of loss aversion and how it affects financial decision-making. He introduces the new Retirement Toolbox segment, offering practical,...
? Show Notes In this episode, Roger Whitney explores the psychology of loss aversion and how it affects financial decision-making. He introduces the new Retirement Toolbox segment, offering practical,...
Explore how Qualified Charitable Distributions (QCDs) help meet IRA requirements, cut taxes, and maximize the impact of year-end charitable giving....
Charitable giving is a cornerstone of many comprehensive retirement plans. It's also a cornerstone of our mission at Keen Wealth Advisors. Our whole team takes great pride in serving as active members...
Do you know how to tell if a charitable contribution is deductible on your tax return? The IRS offers some tips to help you out. The post What Charitable Contributions Are Deductible? appeared first o...
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the five phases of retirement planning, the OBBB's potential impact on charitable giving and why you should...
For years, I gave to charity by donating cash. But I've changed my approach to maximize my tax savings while still giving the same amount. The post Optimizing Charitable Giving for Maximum Tax Savings...
There's a wealth of experts, businesses and charities that can help you age in place, with advice on fall prevention, home modification and much more. Use our directory to locate services near you....