Retirement Readiness: Money, Confidence, and Planning
Update: 2025-11-27
Description
Retirement readiness: financial, emotional, and strategic planning - Financial planner Jeremy Keil discusses the importance of having at least $500,000 saved for a secure retirement, but emphasizes that readiness goes beyond just money. Keil highlights the significance of confidence and a sense of identity in retirement. He suggests a thoughtful planning process involving longevity planning, maximizing Social Security benefits, strategic tax planning, and smart investing. Keil recommends using tools like longevityillustrator.org for personalized life expectancy estimates and advises couples to treat Social Security benefits as a household decision. He also advocates for a bucket strategy and comprehensive risk planning.
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