Episodes

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...

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 each. In this episode, you’ll learn: The difference between term insurance and permanent insuran...

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 swing...

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 – SPECIAL UPDATE: COVID-19 → === Disclosures Videos/Podcasts/Blogs (media) published prior to June 30, 2...

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 4...

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 you plan for your ideal retirement. In this episode, you’ll learn: Ways you can control your taxe...

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 information-packed conversation, Jeremy highlights important considerations for your legacy planning. In...

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-term retirement funds How to focus on what you can control Why it is important to know your cur...

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: What to consider when determining how much to set aside for the short term Why it’s problematic ...

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 will go broke How Social Security has changed in the past The importance of knowing your full r...

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 will also learn how professionals like Jeremy can guide you as you consider what your monthly lifeti...

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 team come in. In this episode, you’ll learn: How Jeremy and his team find your one hundred percent ...