Monthly Archives: September 2020

Podcast 24 — How to Make Smarter Decisions to Improve Social Security for Women — With Marcia Mantell



Jeremy Keil likes to say that today’s 82-year-old widows are living on the social security decisions their husbands made at 62.

That’s why planning for how women will finance their later years is so critical. 

Today, Jeremy joins Marcia Mantell, RMA® to discuss one key piece of women’s financial puzzle: their social security. Together, they explore three areas that can impact women’s social security payments and how planning can help them maximize what they can receive.

In this episode, you’ll learn:

  • Why women need to be involved in the planning process
  • How the wage gap, mom gap, and widow gap can impact women’s earnings over time
  • Ways women can take control of their social security picture
  • Social security considerations for divorcees and widowers
  • And more!

Join Jeremy and Marcia now and discover how women can make smart decisions to maximize their social security!

Resources:  Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor

Making Smarter Decisions is Critical to Mitigating Retirement Risks Women Face | BoomerRetirementBriefs.com | What’s the Deal with Retirement Planning for Women? | What’s the Deal with Social Security for Women? | Social Security Website

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 23 — How to Define Your own Retirement With a Phased Retirement — With Brad Hansen



Are you going to let your retirement be defined by your working career, or are you going to define your own retirement?

One way an increasing number of retirees are taking the reins of their retirement is through a phased retirement.

In this episode, Jeremy Keil welcomes Brad Hansen to explore the idea of phased retirements and the benefits it can bring to retirees. As someone who is in the middle of his own phased retirement, Brad also shares his first-hand experience with this retirement approach, along with how he’s helping clients with their planning as Keil Financial Partners’ client relationship manager.

In this episode, you’ll learn:

  • Four key areas to focus on when transitioning into a phased retirement
  • Why you should have something to move on to when retiring
  • Common concerns around phased retirements
  • Brad’s words of advice for those considering a phased retirement
  • And more!

Tune in now to learn how a phased retirement can help you create the ideal retirement picture you desire!

Resources:  Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor  | Reboot, Rewire, or Retire? | Stanford Center on Longevity | 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.