Tag Archives: Tax Planning

Benefits of Working With a Financial Coach With Kathy Bue, CPA | Podcast

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

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#48 – Financial planning primarily consists of two key aspects –– the technical side and the behavioral side.

A financial advisor can help you manage your investments, minimize your taxes, and take care of other technical issues relating to your finances.

However, if you’re looking for someone to help you with the behavioral side, i.e. how and why you spend your money the way you do, consulting a financial coach is the way to go!

This episode will help you understand the key differences between a financial advisor and a financial coach and will explain the value that lies in working with each. We’ll also dive into how you can consult both and create a strategy that helps you optimize your financial picture.

Today, Jeremy Keil talks to Kathy Bue, CPA, owner and financial coach at Bue Financial Coaching. Kathy is here to share her experience, both as a CPA and a master financial coach, to help you achieve your financial goals.  

Kathy discusses:

  • The importance of approaching your tax professional well ahead of time
  • Questions you can ask while searching for an ideal accountant or advisor
  • Why high income does not guarantee a secure financial future
  • Financial planning tips to help you become debt-free early on in your life
  • How emotions can affect your finances
  • And more

Listen to the full episode today to learn more about timely financial planning.

Also, you can find below some useful resources, and the contact information to reach out to us or our guest Kathy Bue, CPA.

Resources:

Connect With Kathy Bue, CPA:

Connect With Jeremy Keil:

About Our Guest:

Kathy Bue has her own certified public accounting practice.  She is also an adjunct instructor at the local technical college. Kathy and her husband Doug, who is also a financial coach, reside in Waukesha, WI. Kathy has completed the Ramsey Preferred Coach training and as a master coach, she walks with you, encourages you, and helps you achieve your goals by understanding your finances and assisting you in making wise decisions. Through one-on-one financial coaching, she can help you build new money skills and habits which can move you from frustrated to successful, helping you make your money behave.

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

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

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#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

Resources:

Connect With Arrin Crain:

Connect With Jeremy Keil:

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.

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!

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.

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.