Tag Archives: The Retirement Revealed Podcast

Podcast 26 — How Can You Protect Your Retirement From Inflation?



It’s no secret that as the years go on, the price of goods and services tend to increase.

But how can you protect your retirement from inflation?

In this episode, Jeremy Keil explores strategies for hedging against inflation. He discusses the effectiveness of common investment strategies that many people use to combat inflation and reveals one financial tool that could help protect your retirement from inflation.

In this episode, you’ll learn:

  • Whether gold, oil, and real estate really help protect you from inflation
  • How social security can help you address inflation
  • Ways your taxes come into play with your inflation-hedging investments
  • One possible strategy for mitigating inflation with bonds
  • And more!

Tune in now to discover strategies for protecting your ideal retirement picture against inflation!

Resources:  Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor  | SubscribeInvestopedia | Derek Horstmeyer | Stocks and Bonds Haven’t Helped Against Inflation

 

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 25 — Tales From the Dark Side of Planning: Part 1



With 17 years of financial planning experience, Jeremy Keil has seen it all — including clients he wishes he had met a little earlier so that he could have helped them avoid some major planning pitfalls. 

In this episode, Jeremy kicks off a new running series on some of these clients, sharing their stories about the planning lessons they had to learn the hard way in hopes that you can learn from, and avoid, making the same mistakes.

In this episode, you’ll learn:

  • What you could be missing out on with a black-and-white social security mindset
  • Why having the right advisor can help you avoid big planning mistakes
  • Examples of people who were able to maximize their financial pictures
  • How recognizing your financial behaviors can help you make smart decisions
  • And more!

Tune in now to discover planning mistakes you don’t want to learn the hard way — and how you can avoid them!

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 24 — How to Make Smarter Decisions to Improve Social Security for Women — With Marcia Mantell



Jeremy Keil likes to say that today’s 82-year-old widows are living on the social security decisions their husbands made at 62.

That’s why planning for how women will finance their later years is so critical. 

Today, Jeremy joins Marcia Mantell, RMA® to discuss one key piece of women’s financial puzzle: their social security. Together, they explore three areas that can impact women’s social security payments and how planning can help them maximize what they can receive.

In this episode, you’ll learn:

  • Why women need to be involved in the planning process
  • How the wage gap, mom gap, and widow gap can impact women’s earnings over time
  • Ways women can take control of their social security picture
  • Social security considerations for divorcees and widowers
  • And more!

Join Jeremy and Marcia now and discover how women can make smart decisions to maximize their social security!

Resources:  Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor

Making Smarter Decisions is Critical to Mitigating Retirement Risks Women Face | BoomerRetirementBriefs.com | What’s the Deal with Retirement Planning for Women? | What’s the Deal with Social Security for Women? | Social Security 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 23 — How to Define Your own Retirement With a Phased Retirement — With Brad Hansen



Are you going to let your retirement be defined by your working career, or are you going to define your own retirement?

One way an increasing number of retirees are taking the reins of their retirement is through a phased retirement.

In this episode, Jeremy Keil welcomes Brad Hansen to explore the idea of phased retirements and the benefits it can bring to retirees. As someone who is in the middle of his own phased retirement, Brad also shares his first-hand experience with this retirement approach, along with how he’s helping clients with their planning as Keil Financial Partners’ client relationship manager.

In this episode, you’ll learn:

  • Four key areas to focus on when transitioning into a phased retirement
  • Why you should have something to move on to when retiring
  • Common concerns around phased retirements
  • Brad’s words of advice for those considering a phased retirement
  • And more!

Tune in now to learn how a phased retirement can help you create the ideal retirement picture you desire!

Resources:  Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor  | Reboot, Rewire, or Retire? | Stanford Center on Longevity | 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. 


Podcast 22 — Keeping Your Retirement Safe



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?



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 13 — Simplifying the Trifecta of Tax Laws: TCJA, SECURE Act & CARES Act



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.


Podcast 11 — What to Keep in Mind When the Markets are Down



On February 12, 2020, the markets began dropping. As a result, many investors have been left worrying about their investments and what they should do to keep their financial plans, and money, safe during this time of uncertainty.

Today, Jeremy Keil is here to share his words of wisdom on how to invest during market drops. Jeremy shares key ideas to keep in mind with your investments and how three investing areas (risk, diversification, and rebalancing) can help you stay calm during market swings.

In this episode, you’ll learn:

  • Why you should still be assessing your risk tolerance during market drops
  • The risk of trying to time the market
  • Tips for keeping your emotions in check
  • When the best time to rebalance is
  • And more!

Join Jeremy now to learn how you can keep cool during the current investing climate!

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 – SPECIAL UPDATE: COVID-19



In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. 

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources:  Keil Financial Partners


Podcast 10 — Simplifying Retirement Savings Plans



Between 401(k)s, SEPs, and IRAs, there are many different retirement savings plans that have their own complexities. It can be challenging to know which one is right for your needs.

Today, Jeremy Keil is breaking down the retirement savings plan confusion. He outlines what you need to know about retirement savings plans and their different tax consequences so you can walk away feeling more confident about how to save.

In this episode, you’ll learn:

  • The difference between 401(k), 403(b), and 457 savings plans
  • 2020 contribution limits
  • Common retirement savings plan mistakes
  • Considerations for withdrawing money from your plans
  • And more!

Listen now to learn about the world of retirement savings plans and how they can help you work 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

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.