Tag Archives: financial advisor

Podcast 22 — Keeping Your Retirement Safe

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During times of uncertainty, many people feel as though their retirement plan is on life support. 

What can you do to make sure you’re keeping your ideal retirement — and the work you’ve put in to plan it — safe from harm?

In this episode, Jeremy Keil explores three major risks to your retirement plan that you may not have thought about and how you can protect your plan (and yourself) from harm.

In this episode, you’ll learn:

  • Three things to consider around long-term care
  • Steps to protect yourself from scams
  • How new late-life relationships can impact your legacy
  • Times Jeremy has seen clients experience risks with their retirement planning
  • And more!

Listen now to discover ways you can protect your ideal retirement from harm!

Resources:  Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor  | The Three Biggest Risks to Retirement Planning and How to Avoid Them | Thrivent Member Benefits | WE Energies Scam Warnings | 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 21 — What do you Need to Know When Handling an Estate?

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Having a relative pass away is never easy. This process isn’t any easier if you’re dealing with an estate that you’re not prepared to handle.

In this episode, Jeremy Keil helps you get ready for what may come down the line by sharing five things you need to know when handling an estate — whether you’re an executor or a beneficiary.

In this episode, you’ll learn:

  • How quickly you need to deal with different accounts
  • Why you shouldn’t automatically cash out accounts
  • Whether you can take inherited money and put it into your IRA
  • About settlement options — and why you need to ask about them
  • And more!

Tune in now to better prepare for handling estates in a way that honors your loved ones, your overall financial picture, and future generations!

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 20 — Retirement Planning for WE Energies Employees

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As a Milwaukee-area firm, Keil Financial Partners has walked alongside countless WE Energies employees throughout their retirement journeys.

Because of this, Jeremy Keil and his team have discovered some key potential pitfalls and success strategies for WE Energies / WEC Energy Group employees. Today, Jeremy is sharing some of these planning considerations and why they’re an important part of your retirement picture.

In this episode, you’ll learn:

  • Five potential planning pitfalls
  • About the net unrealized appreciation tax rule and how it can benefit you
  • Seven secrets of success
  • Strategies for your stock options
  • And more!

Tune in now for a run-down on WE Energies retirement strategies and how they can help you maximize 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  | WE Energy Retirement Checklist | 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 19 — Harley-Davidson Employees: What You Need to Consider Around Your Retirement & Severance Package

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In July 2020, Harley-Davidson Inc. announced that it will be eliminating 700 positions, leaving many employees with severance or early retirement packages.

If you’re a Harley-Davidson employee, how can you make the most of your retirement or severance?

Today, Jeremy Keil shares his insight and experience from working with Harley-Davidson employees and the considerations these employees should keep in mind when offered early retirement or severance packages.

In this episode, you’ll learn:

  • Three success secrets of a Harley-Davidson retirement or severance
  • Why you need to look at your overall financial picture with every decision you make
  • How the timing of your severance or retirement can drastically change your tax planning picture
  • Why you should think twice when rolling your 401(k) over to an IRA
  • Two ways to figure out if you have the right financial advisor for you
  • And more!

Join Jeremy now and discover how you can make the most of your retirement or severance package from Harley-Davidson!

Resources:  Keil Financial Partners: (262) 333-8353 | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor  | Podcast #5: Planning Ahead For Social Security | Harley-Davidson Retirement Checklist |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 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 15 — What You Need To Know Before You Retire

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As a pre-retiree, you’ve likely never experienced retirement before. After all, retirement is often something people only have one shot at. That’s why it can be difficult to know what questions you should be asking to prepare.

In this episode, Jeremy Keil draws on his years of experience guiding clients into retirement to share six key questions you should be asking when planning for yours.

In this episode, you’ll learn:

  • Ways to figure out your retirement income
  • Why it’s important to enjoy life now while also being able to live comfortably later
  • Planning considerations for couples
  • Ways to optimize your taxes in retirement
  • And more!

Tune in now to discover the questions you should be seeking answers to as you put together the pieces of your retirement puzzle!

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 14 — How to Protect Yourself With Insurance: Part 2

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When life doesn’t go according to plan, insurance can be there as a helping hand.

Today, Jeremy Keil is back with part two of his mini-series on insurance to explore two more types of insurance, disability and health insurance. In this informative episode, Jeremy outlines key points around each type of insurance and how they can help protect you through life’s ups and downs.

In this episode, you’ll learn:

  • What to consider if you already get disability coverage through work
  • Terms like elimination period, benefit amount, and benefit periods — and why you should know them
  • How the Affordable Care Act works 
  • The ins and outs of Medicare
  • And more!

Listen in now to learn how you can protect your ideal retirement using insurance!

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

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.