Tag Archives: Pension

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

#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


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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

#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


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Retirement Planning for Harley-Davidson Employees | Podcast

#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!


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.