Retirement Revealed

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 … Continue reading Podcast 32 – How COVID-19 Will Change Retirement →

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 … Continue reading Podcast 31 – Navigating College, Career Changes, and COVID-19 with Creativity – With Rich Mannisto →

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 … Continue reading Podcast 30 – The Importance of Tax Planning for Retirement →

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 … Continue reading Podcast 29 – Reverse Mortgages – With Steve Kalscheur →

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 … Continue reading Podcast 28 — Five Ways You Can Make the Best Social Security Decisions for You →

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 … Continue reading Podcast 27 — How to Find the Right Advisor for You →

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 … Continue reading Podcast 26 — How Can You Protect Your Retirement From Inflation? →

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 … Continue reading Podcast 25 — Tales From the Dark Side of Planning: Part 1 →

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 … Continue reading Podcast 24 — How to Make Smarter Decisions to Improve Social Security for Women — With Marcia Mantell →

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 … Continue reading Podcast 23 — How to Define Your own Retirement With a Phased Retirement — With Brad Hansen →

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 … Continue reading Podcast 22 — Keeping Your Retirement Safe →

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 … Continue reading Podcast 21 — What do you Need to Know When Handling an Estate? →

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 … Continue reading Podcast 20 — Retirement Planning for WE Energies Employees →

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 … Continue reading Podcast 19 — Harley-Davidson Employees: What You Need to Consider Around Your Retirement &...

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 … Continue reading Podcast 18 — How To Avoid Common Investing & Retirement Planning Mistakes →

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 … Continue reading Podcast 17 — Investing 101: Back to the Basics →

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 … Continue reading Podcast 16 — 3 Things You Should Know Before Choosing Your Financial Advisor →

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 … Continue reading Podcast 15 — What You Need To Know Before You Retire →

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 … Continue reading Podcast 14 — How to Protect Yourself With Insurance: Part 2 →

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. … Continue reading Podcast 13 — Simplifying the Trifecta of Tax Laws: TCJA, SECURE Act & CARES Act →