Retire Today

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...

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 confide...

Do you know the difference between tax planning and tax advice? Although many people don’t enjoy doing taxes or even thinking about it, tax planning can have a big impact on your financial life — both now and down the line. Today, Jeremy Keil dives into the world of taxes, highlighting the differences between tax advice and tax planning and explaining why tax planning is important, especially as y...

When you pass away, you’re likely going to leave behind some money or some bills. That’s why it’s important to plan ahead so you can ensure your loved ones are prepared for whatever you leave behind. Today, Jeremy Keil is back with the fifth and final step in his 5-Step Retirement Revelation process, which is all about helping you explore what you’ll leave behind to your loved ones. In this inform...

How much money do you want to have in the long run of your retirement? Today, Jeremy Keil teaches you how to plan for what you want in retirement through long-term investing. This is a must-listen episode for every investor who wants to learn how to manage risk, diversify their portfolio, and avoid falling into familiarity bias. In this episode, you’ll learn: What to consider when saving for long-...

Whatever you earn in retirement probably won’t be enough to cover your expenses as you wait to start collecting benefits. Today, Jeremy Keil takes an in-depth look at how to make up the difference between retirement expenses and the start of your pension and Social Security. This is a highly practical episode that will help you piece together your retirement puzzle. In this episode, you’ll learn:...

There are many pieces of the financial puzzle to consider as you prepare for retirement, including Social Security. Today, Jeremy Keil takes an in-depth look at the intricacies that come with planning for Social Security, and he explains how your decisions can impact what your retirement will look like for you and your spouse. In this episode, you’ll learn: Whether Jeremy believes Social Security...

Just because you stop working in retirement doesn’t mean you stop making money. Today, Jeremy Keil is back with step two of his 5-Step Retirement Revelation Process, a step that is all about discovering what you’ll be earning during retirement. In this information-packed episode, Jeremy highlights the complexities that can come with making decisions about how you’ll make money in retirement. You w...

Once you retire, you’ll still be spending money. But do you know how much you’ll need to save for your future spending? Jeremy Keil believes that when it comes to your savings, you can’t simply rely on the benchmarks and formulas you see in the media. Instead, he believes you need to figure it out based on your own needs and lifestyle. That’s where professionals like the Keil Financial Partners te...