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Retiring is not easy, but Jeremy Keil and his team strive to make it easier by guiding clients through certain steps to help them get to where they want to go. They like to call this their 5-Step Retirement Revelation process.
Today, Jeremy breaks down each step of the process and what it entails, including examples of why each one is essential for achieving your ideal retirement.
In this episode, you’ll learn:
- Common misconceptions around retirement planning
- Three guiding principles Jeremy uses to help clients discover their needs
- When people should start planning for retirement
- The importance of planning for life’s unexpected events
- How sequence of return risk impacts your retirement
- And more
Tune in now to learn about Keil Financial Partners’ 5-Step Retirement Revelation process and how it can help you put together the pieces of your retirement puzzle!
Resources: Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be Whitepaper | 3 Keys You Should Know Before Choosing A Financial Advisor Whitepaper | Sequence of Return Risk Chart (Source: Wade Pfau www.RetirementResearcher.com) | Subscribe
The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Keil Financial Partners. Keil Financial Partners is a part of the Thrivent Advisor Network, a registered investment advisor. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.
Keil Financial Partners does not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.