Category Archives: Uncategorized

Podcast 18 — How To Avoid Common Investing & Retirement Planning Mistakes

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Keil Financial Partners has the privilege of helping clients enter retirement each and every month. Because of this, they have witnessed the mistakes many pre-retirees make that can ultimately impact their ideal retirement.

From common investing mistakes to retirement strategy oversights, Jeremy Keil is breaking down common financial planning missteps today to help you better understand the logic behind these mistakes — and how you can avoid making them.

In this episode, you’ll learn:

  • How the fear of missing out can impact the quality of your investing
  • Why beating the market is a misguided goal
  • The dangers of having too much, or too little, risk
  • The value in working with a professional
  • The impact of procrastination on your retirement
  • And more!

Join Jeremy now to learn how you can avoid making common financial planning mistakes on your journey towards your ideal retirement!

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

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 17 — Investing 101: Back to the Basics

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How much do you know about your investments and how they’re working for you?

Keil Financial Partners believes that the more you know about your money, the better decisions you’ll make.

In this episode, Jeremy Keil brings the world of investing back to its basics. From the different types of investments to how each investment type works to serve you, Jeremy breaks down the ins and outs of the investing world to help you better understand what options are available for you and your needs.

In this episode, you’ll learn:

  • The four major types of investments
  • Why the belief that you can’t lose money with individual bonds is a myth
  • What to consider when investing in real estate
  • Ways to diversify your investments
  • The difference between active and passive investments
  • And more!

Tune in now to brush up on your investing knowledge with Jeremy Keil!

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.

Podcast 16 — 3 Things You Should Know Before Choosing Your Financial Advisor

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If you were looking to buy a new car or house, you would probably spend time researching different options so you can find the best fit for you. Why should finding your new financial advisor be any different?

Today, Jeremy Keil guides you through the process of finding the best advisor for you by sharing tips on how to sort the good from the bad and how to find an advisor who will offer you the guidance you need.

In this episode, you’ll learn:

  • Why it’s important to find out if your advisor is a fiduciary — and if they’ll be a fiduciary for you
  • The different certifications that
    financial professionals may have and what they mean
  • Why you should understand how your advisor gets paid
  • And more!

Listen in now and get ready to create your research list that will help you find your next advisor!

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

Due to the complexity of state and self regulated organizations, along with the new Regulation Best Interest effective 7/1/2020 we have updated and corrected some of the statements made in the podcast. Please visit our Podcast 16 Episode Page to view the updated transcript.

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 13 — Simplifying the Trifecta of Tax Laws: TCJA, SECURE Act & CARES Act

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Keil Financial Partners believes in focusing on what’s in your control. One thing that you have more control over than you may realize is your taxes.

With many new changes coming into the tax planning world, Jeremy Keil is here to simplify some of the latest tax laws and how they could affect your planning. Jeremy breaks down key points from 2017’s Tax Cuts and Jobs Act, 2019’s SECURE Act, and this year’s CARES Act, highlighting areas you might want to take advantage of and where you might want to be more cautious. 

In this episode, you’ll learn:

  • Three key considerations for charitable giving
  • How the new required minimum distribution age can impact your planning
  • Why your recovery rebate is not free money
  • What to consider before taking money out of your IRA or 401(k)
  • And more!

Tune in now to learn how you can make the most of the latest tax law changes!

Resources:  Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Things 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.

Podcast 11 — What to Keep in Mind When the Markets are Down

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On February 12, 2020, the markets began dropping. As a result, many investors have been left worrying about their investments and what they should do to keep their financial plans, and money, safe during this time of uncertainty.

Today, Jeremy Keil is here to share his words of wisdom on how to invest during market drops. Jeremy shares key ideas to keep in mind with your investments and how three investing areas (risk, diversification, and rebalancing) can help you stay calm during market swings.

In this episode, you’ll learn:

  • Why you should still be assessing your risk tolerance during market drops
  • The risk of trying to time the market
  • Tips for keeping your emotions in check
  • When the best time to rebalance is
  • And more!

Join Jeremy now to learn how you can keep cool during the current investing climate!

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.

PODCAST – SPECIAL UPDATE: COVID-19

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In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. 

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources:  Keil Financial Partners