Tag Archives: Retirement Planning

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

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

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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

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

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

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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!

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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.