The Social Security Mistake That Costs Couples Six Figures (with Jeremy Keil)

About This Video

You spent your whole working life learning how to save. Nobody handed you a manual for turning that money into a paycheck that lasts. This week on Safe Money Radio, Brett Blake sits down with Jeremy Keil, a CFP, CFA, and CKA who has spent more than twenty years helping people near retirement turn their savings into income they can count on. Keil is the author of Retire Today and the creator of the Mr. Retirement YouTube channel.

Keil walks Brett through his five-step process for building a retirement plan: what you will spend and for how long, what you will make, how you keep more of it, how you invest it, and what you leave behind. He explains why most couples get the Social Security decision wrong, how a simple survivor strategy can raise a widow's income at no extra cost to the couple, and why your pension may hold far more options than the two printed on your statement.

Run your own numbers with the free WIYN calculator at brettblake.annuity.com, about three minutes. Or book a Retirement Clarity Session with Brett. Not a sales call. Your numbers, not ours.

Worry Less. Live Longer.

About the host

Brett A. Blake hosts Safe Money Radio and is the CEO of Annuity.com. He is 58, a Harvard MBA who will tell you the degree taught him almost nothing about retirement income. Before Annuity.com, he helped scale a business to nearly $1 billion in annual sales. He lives in Gilbert, Arizona with his wife Erin, and asks the questions every retiree would ask if they had access to the right rooms.

About the guest

Jeremy Keil is a CFP, CFA, and CKA and the founder of Keil Financial Partners near Milwaukee. Over more than twenty years, he has helped hundreds of people near retirement turn their savings into income. He is the author of Retire Today: Create Your Retirement Master Plan in 5 Simple Steps, the host of the Retire Today podcast, and the creator of the Mr. Retirement YouTube channel.

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Follow Jeremy Keil (CFP, CFA, Author and Creator of Mr. Retirement)

LinkedIn: @mrretirement | Website: keilfp.com | YouTube: @MrRetirement

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