Tag Archives: Retirement Revealed Podcast

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



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



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



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

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



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



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 12: How to Protect Yourself With Insurance, Part 1



When planning your ideal retirement, Keil Financial Partners believes you should focus on the three P’s: plan, prioritize, and protect.

Today, Jeremy Keil highlights a tool you can use to help protect you and your finances: insurance. In part one of this two-part series, Jeremy breaks down two types of insurance, life insurance and long-term care insurance, what they are, and considerations around each.

In this episode, you’ll learn:

  • The difference between term insurance and permanent insurance — and how to choose between the two
  • Types of permanent insurance: whole life, universal, and variable
  • Why you should be checking your insurance statements every year
  • When to start looking at long-term care insurance
  • And more!

Tune in now to learn the ins and outs of life insurance and long-term care insurance so you can be better informed when choosing protection for you and 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

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.