Podcast 25 — Tales From the Dark Side of Planning: Part 1

With 17 years of financial planning experience, Jeremy Keil has seen it all — including clients he wishes he had met a little earlier so that he could have helped them avoid some major planning pitfalls. 

In this episode, Jeremy kicks off a new running series on some of these clients, sharing their stories about the planning lessons they had to learn the hard way in hopes that you can learn from, and avoid, making the same mistakes.

In this episode, you’ll learn:

  • What you could be missing out on with a black-and-white social security mindset
  • Why having the right advisor can help you avoid big planning mistakes
  • Examples of people who were able to maximize their financial pictures
  • How recognizing your financial behaviors can help you make smart decisions
  • And more!

Tune in now to discover planning mistakes you don’t want to learn the hard way — and how you can avoid them!

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.