Monthly Archives: March 2020

Podcast 11 — What to Keep in Mind When the Markets are Down

Finance, Financial, Investing, Investments, Retirement, Uncategorized, , , , , , , ,

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On February 12, 2020, the markets began dropping. As a result, many investors have been left worrying about their investments and what they should do to keep their financial plans, and money, safe during this time of uncertainty.

Today, Jeremy Keil is here to share his words of wisdom on how to invest during market drops. Jeremy shares key ideas to keep in mind with your investments and how three investing areas (risk, diversification, and rebalancing) can help you stay calm during market swings.

In this episode, you’ll learn:

  • Why you should still be assessing your risk tolerance during market drops
  • The risk of trying to time the market
  • Tips for keeping your emotions in check
  • When the best time to rebalance is
  • And more!

Join Jeremy now to learn how you can keep cool during the current investing climate!

Resources:  Keil Financial Partners | 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 – SPECIAL UPDATE: COVID-19

Finance, Financial, Investing, Investments, Retirement, Uncategorized, , , , , , , , , , ,

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In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. 

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources:  Keil Financial Partners

Podcast 10 — Simplifying Retirement Savings Plans

Finance, Financial, Investing, Investments, Retirement, , , , , , , ,

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Between 401(k)s, SEPs, and IRAs, there are many different retirement savings plans that have their own complexities. It can be challenging to know which one is right for your needs.

Today, Jeremy Keil is breaking down the retirement savings plan confusion. He outlines what you need to know about retirement savings plans and their different tax consequences so you can walk away feeling more confident about how to save.

In this episode, you’ll learn:

  • The difference between 401(k), 403(b), and 457 savings plans
  • 2020 contribution limits
  • Common retirement savings plan mistakes
  • Considerations for withdrawing money from your plans
  • And more!

Listen now to learn about the world of retirement savings plans and how they can help you work towards your ideal retirement!

Resources

Keil Financial Partners | 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.