Category Archives: Investing

Benefits of Working With a Financial Coach With Kathy Bue, CPA | Podcast

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#48 – Financial planning primarily consists of two key aspects –– the technical side and the behavioral side.

A financial advisor can help you manage your investments, minimize your taxes, and take care of other technical issues relating to your finances.

However, if you’re looking for someone to help you with the behavioral side, i.e. how and why you spend your money the way you do, consulting a financial coach is the way to go!

This episode will help you understand the key differences between a financial advisor and a financial coach and will explain the value that lies in working with each. We’ll also dive into how you can consult both and create a strategy that helps you optimize your financial picture.

Today, Jeremy Keil talks to Kathy Bue, CPA, owner and financial coach at Bue Financial Coaching. Kathy is here to share her experience, both as a CPA and a master financial coach, to help you achieve your financial goals.  

Kathy discusses:

  • The importance of approaching your tax professional well ahead of time
  • Questions you can ask while searching for an ideal accountant or advisor
  • Why high income does not guarantee a secure financial future
  • Financial planning tips to help you become debt-free early on in your life
  • How emotions can affect your finances
  • And more

Listen to the full episode today to learn more about timely financial planning.

Also, you can find below some useful resources, and the contact information to reach out to us or our guest Kathy Bue, CPA.

Resources:

Connect With Kathy Bue, CPA:

Connect With Jeremy Keil:

About Our Guest:

Kathy Bue has her own certified public accounting practice.  She is also an adjunct instructor at the local technical college. Kathy and her husband Doug, who is also a financial coach, reside in Waukesha, WI. Kathy has completed the Ramsey Preferred Coach training and as a master coach, she walks with you, encourages you, and helps you achieve your goals by understanding your finances and assisting you in making wise decisions. Through one-on-one financial coaching, she can help you build new money skills and habits which can move you from frustrated to successful, helping you make your money behave.

How To Make an Impact by Helping those Experiencing Homelessness With Katlin Hahn | Podcast

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

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#47 – Chronic homelessness is a problem for a lot of people, no matter their age or gender.

But YOU can help them improve their life.

How? By implementing a few simple steps that will make a huge difference.

In this episode, Katlin Hahn, development manager at Hebron Housing Services, joins Jeremy Keil to discuss ways you can help eradicate homelessness in your community. Katlin shares 3 simple yet effective steps you can take starting today –– even if you don’t have a lot to give away.

Katlin discusses:

  • What chronic homelessness really means and ways to put an end to it
  • The importance of connecting with community partners to amplify your impact
  • Unique donation and volunteer opportunities at Hebron Housing Services
  • How small contributions can amount to a big impact in tackling homelessness
  • And more

Resources:

Connect With Katlin Hahn:

Connect With Jeremy Keil:

About Our Guest:

As the development manager at Hebron Housing Services, Katlin Hahn is responsible for bringing in new forms of funding, connecting with the community and volunteers, and everything in between. Prior to her current role, Katlin was managing one of the shelters of Hebron House, Jeremy House Safe Haven, which is a shelter specifically for people dealing with mental illness and chronic homelessness.

Breaking Down the Different Federal Employee Benefits With Arrin Crain | Podcast

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#46 – Are you a federal employee planning to retire soon?

If so, there are various retirement benefits you can maximize by planning well ahead of time.

In this episode, Jeremy Keil joins Arrin Crain, MBA, RICP®, ChFEBC℠, financial planner at Bluecrest Financial Alliances, to help you better understand what those benefits are and how they work. Plus, they dive into some key planning mistakes and ways to avoid them while managing your federal benefits.

Arrin discusses:

  • The four-legged stool that every federal employee should know about
  • Tips for efficient estate planning, maximizing health benefits, and managing sick leaves
  • Ways to optimize benefits for the surviving spouse
  • How to buy back any military service time while calculating your federal retirement
  • And more

Resources:

Connect With Arrin Crain:

Connect With Jeremy Keil:

About Our Guest:

Arrin Crain, MBA, RICP®, ChFEBC℠, is a financial planner at Bluecrest FInancial Alliances, and an expert in federal benefits. Bluecrest Financial Alliances strives to assist you in understanding your financial options in this ever-changing world. It starts by assessing your financial situation, and listens to your needs and goals to learn more about your objectives. Then, it works as a team to create a financial strategy designed just for you and creating legacies along the way.

Roadmap to Retirement: 10 Key Things To Keep in Mind | Podcast

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#45 – Retirement Planning is more than just focusing on your investments – and you have no control over the market! Today we’ll focus on a non-investment way to get the standard of living you want in retirement.

In this episode, Jeremy Keil discusses 10 key moves you should consider while getting ready to enter retirement. He shares valuable insights from an article by Kiplinger and adds his own unique take on various aspects of retirement including taxes, healthcare costs, and other major expenses.

Jeremy discusses:

  • How to plan for your monthly expenses while adjusting for inflation
  • Ways to achieve an enjoyable retirement lifestyle without compromising your budget
  • Tips for creating a floor income to help you get through unexpected circumstances
  • How to leverage your pension and Social Security to optimize your retirement plan
  • And more

Resources:

Connect With Jeremy Keil:

Simple Habits That Help You Live Longer, Stronger, and Better | Podcast

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

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#44 – Adding a few good habits to your daily routine can have a lifelong impact on your mental and physical health.

In this episode, Jeremy Keil shares the ideas he learned through an intriguing article from the AARP Bulletin, which lays out simple habits that will help you improve your health and wellness in the long run. Plus, Jeremy reveals some of his own life stories where a few minor habit changes benefited his health immensely.

Jeremy discusses:

  • Healthy foods and drinks to include in your diet
  • Things that might directly affect the health of your heart and brain
  • How to improve your relationships to combat loneliness and stress during retirement
  • Tips to help you take better care of your skin
  • And more

Resources:

Connect With Jeremy Keil:

Solving Your Student Loans Situation When You’re Over 50 With Erik Kroll | Podcast

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#43 – The number of people over 50 with outstanding student loans is rising rapidly.

This is keeping them from truly enjoying their golden years of retirement.

Jeremy Keil and Erik Kroll, CFP® of Hilltop Financial Advisors and Student Loans Over 50 address this growing issue in today’s episode. Erik shares his five-step planning process that helps those close to retirement tackle their student loans so that they can truly enjoy their retirement.

In this episode, you will learn:

  • Why there is so much more to financial planning than just investment management
  • The benefits offered by Public Service Loan Forgiveness (PSLF) and its eligibility criteria
  • Key things to consider while creating a loan repayment plan
  • How tax planning plays a major role in repaying your student loans
  • And more!

Tune in now to learn how you can get rid of the student loan burden as early as possible!

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.

Retirement Planning for Harley-Davidson Employees | Podcast

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

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#42 – With the Harley-Davidson headquarters based in Milwaukee, we’ve had the chance to work with many of their employees.

Because of this, we’ve learned a thing or two about the unique needs these employees tend to have around their retirement plans.

Today, Jeremy Keil shares insight into the key retirement benefits available to Harley-Davidson employees. Plus, he dives into general retirement planning tips that can be used by employees of any company to maximize their Social Security, pension, and 401(k) investments.

In this episode, you will learn:

  • Where to get all the information you’ll need to make informed financial decisions
  • How to determine the ideal start dates for different income sources
  • Key things to consider before choosing your health insurance plan
  • The importance of reviewing the tax consequences of major retirement decisions
  • And more!

Tune in now to learn how you can optimize your retirement plan based on the unique benefits offered by your company!

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.

The Widow’s Guide to Keeping More of Her Assets – With Bill Harris | Podcast

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

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#41 – We understand that early widowhood is a time of grief and sorrow. That’s why we want to do our best to help widows get through this time by relieving their financial burden.

In this episode, Jeremy Keil joins Bill Harris, RMA®, CFP®, an advisor with WH Cornerstone Investments. Together, they help widows navigate through the emotionally overwhelming path of widowhood so that they can make more informed decisions about their finances, especially in areas that have long-term consequences and cannot be easily reversed.

You will learn:

  • 4 ways to manage money inherited from your spouse
  • How to avoid the ‘widow’s penalty’
  • Why you should consult advisors who are specialists rather than generalists
  • How couples can plan for the surviving spouse well ahead of time
  • And more!

Tune in now to learn how you can make better money decisions during the challenging time of widowhood.

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.

The Rich Life in Retirement – With Susan Latremoille | Podcast

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

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#40 – Retirement is not an end goal, but a next chapter in life. 

Retirement isn’t just about how much money you have when you retire. It’s about how you’ll spend that money to live a rich retirement life.

In this episode, Jeremy Keil joins Susan Latremoille, co-founder and partner at Next Chapter Lifestyle Advisors to discuss how retirees can live a rich retirement life. They address common non-financial problems that people face in retirement and share creative solutions that can help you solve them.

In this episode, you will learn:

  • The mantra for building a rich life mindset in retirement
  • How a structure for your daily activities can keep you from feeling lost and dejected
  • 3 secrets to leading a happy retirement
  • Tips for navigating the complex retirement landscape
  • And more!

Tune in now to learn how you can make retirement the happiest part of your life!

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.

How To Get More Interest on Your Bank Money (Part 2) – with Scott White | Podcast

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

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#39 – Some people have been waiting for interest rates to get better since 2008. Instead, we recommend doing something different: Get creative when looking for better interest rates.

In part two of our interest rates mini-series, Jeremy Keil joins Scott White, a fixed annuity specialist with CPS Insurance Services. They discuss unique ways of earning higher interest on your excess cash in the current low interest rate environment. To make things easier for you, they also lay out a simple 4-step decision process to guide you in your search for better interest rates.

You will learn:

  • Why interest rates are so low
  • Six tips for significantly boosting your effective interest rate
  • Key questions you should ask before getting a fixed annuity
  • Updates on the current interest rates market
  • And more!

Listen now and learn how you can get more interest on your bank money!

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.

What if interest rates rise – updated