Monthly Archives: January 2020

Podcast 7 — What Do You Want in the Future and How Will You Get It?



How much money do you want to have in the long run of your retirement? 

Today, Jeremy Keil teaches you how to plan for what you want in retirement through long-term investing. This is a must-listen episode for every investor who wants to learn how to manage risk, diversify their portfolio, and avoid falling into familiarity bias. 

In this episode, you’ll learn:

  • What to consider when saving for long-term retirement funds
  • How to focus on what you can control 
  • Why it is important to know your current risk tolerance
  • What it means to diversify your investments and level out your risk
  • Why rebalancing your funds is important and what you should consider 
  • And more!

Join Jeremy now to learn investment strategies that will help you get what you want in the long run of your retirement.

Resources

Keil Financial Partners | Episode 6: How Will You Fill the Gap Between What You’re Making and Spending in Retirement? | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor  | 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.


Podcast 6 — How Will You Fill the Gap Between What You’re Making and Spending in Retirement?



Whatever you earn in retirement probably won’t be enough to cover your expenses as you wait to start collecting benefits.

Today, Jeremy Keil takes an in-depth look at how to make up the difference between retirement expenses and the start of your pension and Social Security. This is a highly practical episode that will help you piece together your retirement puzzle. 

In this episode, you’ll learn:

  • What to consider when determining how much to set aside for the short term
  • Why it’s problematic to rely on investment income to fill this gap
  • How to determine what your spending will look like in retirement
  • What to take into account when considering what your retirement income will be
  • How to determine the amount of risk you are willing to take
  • And more!

Tune in to learn how to fill the gap between what you’re making and spending in retirement.

Resources:  Keil Financial Partners | Episode 5: Planning Ahead for Social Security | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor  | 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.


Podcast 5 — Planning Ahead for Social Security



There are many pieces of the financial puzzle to consider as you prepare for retirement, including Social Security.

Today, Jeremy Keil takes an in-depth look at the intricacies that come with planning for Social Security, and he explains how your decisions can impact what your retirement will look like for you and your spouse.

In this episode, you’ll learn:

  • Whether Jeremy believes Social Security will go broke
  • How Social Security has changed in the past
  • The importance of knowing your full retirement age
  • How Social Security differs from your pension
  • And more!

Join Jeremy now to learn how important Social Security planning is as you journey towards your ideal retirement!

Resources:  Keil Financial Partners | Episode 4: What Will You Make in Retirement?| 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor  | 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.