Retire Today

#34 – Did you know that 59% of millennial women still defer their long-term financial decisions to their male partners? This is a statistic we want to change. In this episode, join Jeremy Keil and Kathleen Burns Kingsbury, a wealth psychology expert, author, and the founder of KBK Wealth Connection. They discuss ways women can become empowered to communicate more effectively about money and financ...

#33 – Have you ever thought about starting a business of your own? Believe it or not, a lot of people aspire to do so  after  they have retired from their corporate jobs! In this episode, Jeremy Keil joins  Greg Edlund , CEO & founder of  CFO Unlimited . From being a corporate accountant to a pastor, and now a business owner, Greg has done it all! He is here to share his ex...

This year, COVID-19 has significantly affected many areas of our lives. How might it also change our retirements? In this episode, Jeremy Keil explores the impact COVID-19 could have on retirement and aging. He explores Wall Street Journal reporter Anne Tergesen’s ideas on the pandemic’s impact on retirement and provides his own unique perspective on how COVID has changed the way we’re approaching...

If you’re wondering whether you have enough time left to make a career change or to pursue a degree — just go for it! To inspire you to get started, Jeremy Keil joins the Vice President of Wisconsin Lutheran College (WLC), Rich Mannisto, for today’s episode. Together, they discuss how you can tackle the next stages of your life, especially during COVID-19, by using one key tool: your creativity. I...

Every dollar you save in taxes is another dollar you get to spend yourself. That’s why retirement planning is not just about investing in stocks and bonds, but also exploring ways to save on taxes. In today’s episode, Jeremy Keil highlights five key things to consider each year as part of your tax planning, which can ultimately help you save thousands of dollars in taxes during your retirement! In...

Now that retirement timelines are longer than ever, how can you plan for, and fund, your retirement — no matter how long it might last? One option that could be the right fit for you is a reverse mortgage. Today, Jeremy Keil joins Steve Kalscheur, a reverse mortgage specialist with the American Advisors Group. They discuss reverse mortgages as a retirement planning strategy, how they differ from r...

Believe it or not, but many people spend more time making decisions around purchasing a car than they do around their Social Security. But you only get to file for Social Security once. So, how can you make the best Social Security decisions for you and your needs? Find out in today’s episode as Jeremy Keil guides you through five helpful tips that will allow you to make the most of your Social Se...

While many financial professionals may call themselves “advisors,” not all advisors provide the same level of service. After all, you will likely receive very different advice from an advisor who mainly deals in investment sales than you would from an advisor who is a CERTIFIED FINANCIAL PLANNER™ and provides ongoing, personalized advice. To help you better understand how to find the right financi...

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...

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, a...

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 securit...

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...

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...

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 d...

As a Milwaukee-area firm, Keil Financial Partners has walked alongside countless WE Energies employees throughout their retirement journeys. Because of this, Jeremy Keil and his team have discovered some key potential pitfalls and success strategies for WE Energies / WEC Energy Group employees. Today, Jeremy is sharing some of these planning considerations and why they’re an important part of your...

In July 2020, Harley-Davidson Inc. announced that it will be eliminating 700 positions, leaving many employees with severance or early retirement packages. If you’re a Harley-Davidson employee, how can you make the most of your retirement or severance? Today, Jeremy Keil shares his insight and experience from working with Harley-Davidson employees and the considerations these employees should keep...

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...

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 inves...

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 gu...

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 thi...

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’l...

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 thi...

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...

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...

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 Continue reading PODCAST – SPEC...