Episodes

#37 – The ultimate goal of retirement is not earning maximum returns on investments, but leading a happy life! To do that, you need to focus on two key areas, your investment portfolio and your “happiness portfolio.” In this episode, join Jeremy Keil and Marianne Oehser, founder of Retire & Be Happy and partner at Next Chapter Lifestyle Advisors. They explore the non-financial side of retirement and discuss ways you can make this next chapter of life much more fulfilling and happy. In this episo...

#36 – As many people say, prevention is better than cure. This saying holds true for retirement planning. When you plan in advance, you can avoid making common mistakes that can negatively impact your retirement. In this episode, Jeremy Keil is back with new cautionary tales that highlight the three biggest retirement planning mistakes. To help you avoid making the same missteps, Jeremy shares various prevention strategies that can also provide huge benefits for your finances and retirement. In ...

#35 – Should you take your Social Security early or late? Should you opt for a monthly pension payment or a lump sum? Should you invest for growth or for income? If you are struggling with even one of these questions, this episode is for you! In this episode, Jeremy Keil explores the ideas of Nobel laureate Dr. Robert Merton on the ideal retirement solution. In addition to discussing Dr. Merton’s key principles for achieving a good retirement, Jeremy shares his own expert insight on the most sig...

#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 finance so they can take control of their financial picture. In this episode, you’ll learn: What the phra...

#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 experience on what this transition is like and to provide tips on how you can set up your own business. In this episode, you’ll le...

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 retirement. In this episode, you’ll learn: How home care can make your retirement more comfortab...

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. In this episode, you’ll learn: How Rich managed to rise to an executive position through a major c...

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 this episode, you’ll learn: The difference between tax advice and tax planning How to use diff...

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 regular mortgages, and the various upsides they offer. In this episode, you’ll learn: Key things ...

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 Security decision-making! In this episode, you’ll learn: Reasons to maximize both your and your sp...

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 financial advisor for you, Jeremy Keil welcomes Keil Financial Partners advisor John Kurcz in today’s epi...

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 p...

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 ...

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...

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 app...

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 yo...

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 inheri...

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 retirement picture. In this episode, you’ll learn: Five potential planning pitfalls About the n...

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 in mind when offered early retirement or severance packages. In this episode, you’ll learn: Thr...

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 behind these mistakes — and how you can avoid making them. In this episode, you’ll learn: How the...

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 investing world to help you better understand what options are available for you and your needs. In th...

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 guidance you need. In this episode, you’ll learn: Why it’s important to find out if your advisor is...

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 this episode, you’ll learn: Ways to figure out your retirement income Why it’s important to enjoy l...

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’ll learn: What to consider if you already get disability coverage through work Terms like elimina...