Monthly Archives: December 2020

Podcast 31 – Navigating College, Career Changes, and COVID-19 with Creativity – With Rich Mannisto



If you’re wondering whether you have enough time left to make a career change or to pursue a degree — just go for it!

To inspire you to get started, Jeremy Keil joins the Vice President of Wisconsin Lutheran College (WLC), Rich Mannisto, for today’s episode. Together, they discuss how you can tackle the next stages of your life, especially during COVID-19, by using one key tool: your creativity.

In this episode, you’ll learn:

  • How Rich managed to rise to an executive position through a major career change
  • Ways you can use your skills from your current job to explore different career opportunities
  • How WLC is helping adults complete their degrees and advance their careers
  • How to guide your children around college without being “overbearing”
  • And more!

Tune in now to discover how you can advance your career and guide your kids around college through your creativity!

Resources:

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 30 – The Importance of Tax Planning for Retirement



Every dollar you save in taxes is another dollar you get to spend yourself.

That’s why retirement planning is not just about investing in stocks and bonds, but also exploring ways to save on taxes. 

In today’s episode, Jeremy Keil highlights five key things to consider each year as part of your tax planning, which can ultimately help you save thousands of dollars in taxes during your retirement!

In this episode, you’ll learn:

  • The difference between tax advice and tax planning
  • How to use different types of accounts to optimize your tax picture
  • Ways to boost Social Security — a major source of tax-free income
  • Charitable giving strategies that can save you money
  • And more!

Tune in now and learn how you can optimize your tax planning to achieve your ideal retirement!

Resources:


Podcast 29 – Reverse Mortgages – With Steve Kalscheur



Now that retirement timelines are longer than ever, how can you plan for, and fund, your retirement — no matter how long it might last? 

One option that could be the right fit for you is a reverse mortgage.

Today, Jeremy Keil joins Steve Kalscheur, a reverse mortgage specialist with the American Advisors Group. They discuss reverse mortgages as a retirement planning strategy, how they differ from regular mortgages, and the various upsides they offer.

In this episode, you’ll learn:

  • Key things to consider before getting a reverse mortgage
  • Ways reverse mortgages can provide tax-free money and help eliminate your mortgage
  • Why the line of credit offered by reverse mortgages is such a powerful retirement tool
  • Tips and tricks for hedging against market downturns with reverse mortgages
  • And more!

Join Jeremy and Steve now to gain a better understanding of how reverse mortgages can work for you and your ideal retirement!

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

American Advisors Group | Steve Kalscheur: (608) 235-2800

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.