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#35 – Should you take your Social Security early or late? Should you opt for a monthly pension payment or a lump sum? Should you invest for growth or for income?

If you are struggling with even one of these questions, this episode is for you!

In this episode, Jeremy Keil explores the ideas of Nobel laureate Dr. Robert Merton on the ideal retirement solution. In addition to discussing Dr. Merton’s key principles for achieving a good retirement, Jeremy shares his own expert insight on the most significant things to consider to make better decisions with your money.

In this episode, you’ll learn:

• Why retirement planning can vary for every individual based on their unique situation
• How to achieve your desired standard of living through a replacement income
• The two most effective tools of retirement – annuities and reverse mortgages
• Ways to evaluate the costs and benefits associated with every major retirement decision
• And more!

Tune in now to learn how you can design a comprehensive plan to achieve your ideal retirement!

Resources:

• Keil Financial Partners
• Dr. Robert C. Merton
• Interview with Dr. Robert Merton, Retirement Management Journal by Investments & Wealth Institute
• Podcast #29 – Reverse Mortgages – With Steve Kalscheur
• Blog: 5 Ways a Reverse Mortgage can Improve your Retirement
• 3 Keys You Should Know Before Choosing a Financial Advisor 
• 6 Questions Retirees Aren’t Asking But Should Be 
• 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: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | 300

#34 – Did you know that 59% of millennial women still defer their long-term financial decisions to their male partners?

This is a statistic we want to change.

In this episode, join Jeremy Keil and Kathleen Burns Kingsbury, a wealth psychology expert, author, and the founder of KBK Wealth Connection. They discuss ways women can become empowered to communicate more effectively about money and finance so they can take control of their financial picture.

In this episode, you’ll learn:

• What the phrase “breaking money silence” truly means and why it’s so significant
• Steps women can take to embrace their financial power
• Ways to encourage your partner to get more involved in your financial decisions
• How to find an advisor that is willing to work on the couple relationship and empower the non-financial spouse
• And more!

Tune in now to learn how you can bust through the money-talk taboo and become a Breaking Money Silence® revolutionary!

Resources:

• Kathleen Burns Kingsbury 
• KBK Wealth Connection 
• Breaking Money Silence 
• Breaking Money Silence On Negotiating Course 
• Barron’s Article: How Women Can Take Control of Their Financial Lives
• Keil Financial Partners
• 3 Keys You Should Know Before Choosing a Financial Advisor 
• 6 Questions Retirees Aren’t Asking But Should Be 
• 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.