Jeremy Keil - Keil Financial Partners

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Jeremy Keil - Keil Financial Partners Retirement, Investment and Tax Planning That's why we created a 5-step retirement income plan to help you make the best choices with your money.

At Keil Financial Partners we know that figuring out retirement on your own can leave you anxious and finding the right retirement planner can be hard. And why we focus so much on financial education through our blog, guidebooks and Retirement Revealed podcast. Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. Investment advisory activities are delivered through the Alongside, LLC platform. Please visit https://adviserinfo.sec.gov/firm/summary/333587. The information on this page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as investment, insurance, tax, legal, or financial advice. Alongside, LLC, and its affiliates make no representation as to the accuracy of completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content. https://keilfp.com/disclosures/

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10/18/2026

What makes a successful retirement? For Sandra, it's about feeling financially prepared, spending time with family, and having the freedom to enjoy everyday life. Retirement success isn't just about how much money you've saved, but what that money allows you to do.

Watch the full episode of "Retire Today": https://youtu.be/3d-UkxVg2EM

For disclosures and conflicts visit keilfp.com/disclosures.

You've spent decades saving for retirement.But once you retire, will you feel comfortable spending some of that money?On...
10/17/2026

You've spent decades saving for retirement.

But once you retire, will you feel comfortable spending some of that money?

One person told me he'd started loosening up on withdrawals from his retirement accounts.

He was also thinking carefully about Medicare costs and how additional withdrawals might affect his premiums.

That's a real retirement planning challenge. You want to be thoughtful about taxes and expenses, but you also saved that money for a reason.

The goal isn't necessarily to spend as little as possible or to finish retirement with the biggest account balance.

It's to understand what you can reasonably afford, account for the costs, and make decisions that support the life you want.

I share Bob's response and three other retirees' perspectives in the latest Retire Today podcast.

How do you define a successful retirement?

Watch now: https://youtu.be/3d-UkxVg2EM



Apple Podcasts: https://podcasts.apple.com/us/podcast/retire-today/id1488769337
Spotify Podcasts: https://bit.ly/RetireTodaySpotify
Retire Today Blog: RetireTodayPodcast.com

For disclosures and conflicts visit keilfp.com/disclosures.

10/16/2026

Is $1 million enough to retire? What about $2 million—or even $10 million? One client's retirement savings goal kept moving, and this experience isn't unique. Why is reaching a particular dollar not necessarily the best measure of retirement readiness? Learn more in this week's episode of "Retire Today": https://youtu.be/3d-UkxVg2EM

For disclosures and conflicts visit keilfp.com/disclosures.

You might have $1 million saved for retirement. Or $2 million. Or $10 million.But what is that money supposed to accompl...
10/16/2026

You might have $1 million saved for retirement. Or $2 million. Or $10 million.

But what is that money supposed to accomplish?

I recently asked Retire Today listeners to describe a successful retirement.

One listener had a specific savings target. Another was learning to feel more comfortable spending his savings. A third had spent decades planning for retirement income, healthcare, and being debt-free.

And one described success as having financial confidence, spending time with family, going to church, participating in a book club, and exercising.

Those answers reminded me why retirement planning needs to begin with what you want your money to do.

Your account balance is important. But it doesn't tell the whole story.

If you have a retirement savings goal, try writing three things next to that number that you want your money to make possible.

What would make retirement feel successful to you?

👉 Watch the full video here: https://youtu.be/3d-UkxVg2EM

Subscribe to listen to every Tuesday on Apple Podcasts and Spotify.
www.youtube.com/
RetireTodayPodcast.com


For disclosures and conflicts visit keilfp.com/disclosures.

10/09/2026

You can spend years looking forward to retirement and everything you’ll finally have time to do. But when the excitement settles down, a different question can show up: “What if nobody calls me?” Arlene C. Nelson shares why preparing for retirement can mean thinking about your relationships, purpose, and fears—not just your money.

Watch the full episode to hear Arlene C. Nelson’s True Retirement Story: https://youtu.be/0pcya1iSp4I


For disclosures and conflicts visit keilfp.com/disclosures.

You can spend years preparing financially for retirement.Then you retire and realize the money wasn't the only thing you...
10/08/2026

You can spend years preparing financially for retirement.

Then you retire and realize the money wasn't the only thing your job provided.

Arlene C. Nelson experienced that after 27 years with the same employer. Once work ended, so did much of the structure that had organized her days.

Eventually, she went back to school, volunteered, met new people, and developed new routines.

Her story is a good reminder to think about what your job provides besides the paycheck before you leave it.

Who do you regularly interact with because of work?
What gives your week structure?
Where do you get a sense of accomplishment?

Your financial plan can help you determine whether you're ready to retire. But it's also worth thinking about the life that plan is supposed to support.

Watch now: https://youtu.be/0pcya1iSp4I


Apple Podcasts: https://podcasts.apple.com/us/podcast/retire-today/id1488769337
Spotify Podcasts: https://bit.ly/RetireTodaySpotify
Retire Today Blog: RetireTodayPodcast.com
For disclosures and conflicts visit keilfp.com/disclosures.

10/07/2026

Retirement can give you all the free time you wanted—but take away the structure that filled your days. Arlene C. Nelson shares how retiring single left her wondering, “Who am I now?” and how going back to school helped her begin finding direction and purpose again.

Watch the full episode to hear Arlene C. Nelson’s True Retirement Story: https://youtu.be/0pcya1iSp4I

For disclosures and conflicts visit keilfp.com/disclosures.

Before retirement, you're probably asking:"Do I have enough money?"But after you retire, you might find yourself asking:...
10/06/2026

Before retirement, you're probably asking:
"Do I have enough money?"

But after you retire, you might find yourself asking:
"Do I have enough purpose?"

Arlene C. Nelson spent 27 years with her employer. After retiring, she suddenly found herself without the structure that had organized her days for decades.

She remembers thinking:
"Who am I now?"

Eventually, she began building something new through education, volunteering, relationships, and intentional routines.

Her experience is an important reminder:
Don't only plan what you're retiring from. Spend some time planning what you're retiring to.

Arlene joined me on Retire Today to share her retirement story and what she wishes more people—especially single retirees—would consider before leaving work.

👉 Watch the full video here: https://youtu.be/0pcya1iSp4I

Subscribe to listen to every Tuesday on Apple Podcasts and Spotify.
www.youtube.com/
RetireTodayPodcast.com

For disclosures and conflicts visit keilfp.com/disclosures.

10/02/2026

An annuity shouldn't automatically be the answer just because one of its features sounds appealing. Jeremiah Konger explains some of the characteristics of someone who might not be a good fit for an annuity.
Watch the full episode of “Retire Today”: https://youtu.be/D28nPSFcDQg

For disclosures and conflicts visit keilfp.com/disclosures.

Should an annuity be part of your retirement?Don't start by looking at an interest rate.Don't start with a promise of in...
10/01/2026

Should an annuity be part of your retirement?

Don't start by looking at an interest rate.

Don't start with a promise of income.

And don't start because someone told you annuities are either fantastic or terrible.

Start with your retirement plan.

What income do you need?

When do you need it?

How much liquidity do you want?

Which risks are you trying to address?

What other options could accomplish the same goal?

Jeremiah Konger joined me on Retire Today to explain why annuities are best evaluated as one potential planning tool—not as something every retiree should automatically buy or avoid.

Watch now: https://youtu.be/D28nPSFcDQg



Apple Podcasts: https://podcasts.apple.com/us/podcast/retire-today/id1488769337
Spotify Podcasts: https://bit.ly/RetireTodaySpotify
Retire Today Blog: RetireTodayPodcast.com
For disclosures and conflicts visit keilfp.com/disclosures.

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