Jeremy Keil - Keil Financial Partners

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 imp

ly 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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06/26/2026

After retiring, John received higher Medicare premiums because of income from a prior year. But a little-known rule called a "work stoppage" qualified him for an appeal. Just a few weeks later, his appeal was approved and his Medicare costs returned to normal.

Learn more about IRMAA and your options: https://youtu.be/cwQvmvrUnCc


For disclosures and conflicts visit keilfp.com/disclosures.

Yes, Roth conversions can increase future Medicare premiums.But they can also reduce future taxes and required minimum d...
06/25/2026

Yes, Roth conversions can increase future Medicare premiums.

But they can also reduce future taxes and required minimum distributions.

The goal isn't avoiding every surcharge.

The goal is making the best long-term decision for your retirement plan.

Watch this week’s episode of “Retire Today” to learn more about IRMAA and what you can do about unexpected surcharges https://youtu.be/cwQvmvrUnCc


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.

06/24/2026

Many retirees are surprised to learn Medicare isn't free. They're even more surprised when they discover they may have to pay extra premiums based on their income. The good news? Some retirees qualify to appeal those additional costs and potentially reduce what they pay.

Learn more about IRMAA and your options in the full episode of “Retire Today”: https://youtu.be/cwQvmvrUnCc

For disclosures and conflicts visit keilfp.com/disclosures.

Retire Today is a Prime Deal today. Amazon knocked it down to $1.99 for today only. Enjoy!
06/23/2026

Retire Today is a Prime Deal today. Amazon knocked it down to $1.99 for today only. Enjoy!

You’re not alone. 61% of workers today fear retirement more than death! What if you could retire when you want, how you want, with the confidence that you’ve planned it the right way? In , Jeremy Keil shows you how to move from confusion to confidence in five simple steps. You’ll learn how...

A lot of retirees are surprised that Medicare costs money.They're even more surprised when Medicare costs more than the ...
06/23/2026

A lot of retirees are surprised that Medicare costs money.

They're even more surprised when Medicare costs more than the standard premium.

That's IRMAA.

And for some retirees, a simple appeal can reduce or eliminate those extra costs.

If you've received an IRMAA notice, don't assume it's permanent.

👉 Watch this week’s episode of “Retire Today” to learn more about IRMAA and what you can do about unexpected surcharges https://youtu.be/cwQvmvrUnCc

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


For disclosures and conflicts visit keilfp.com/disclosures.

06/19/2026

Retirement creates an in-between chapter. You've left behind the role and identity you've had for years, but you haven't fully stepped into what's next. The mistake many retirees make is rushing through this transition instead of giving themselves time to reflect, recalibrate, and find clarity.

Watch the full episode of “Retire Today” with my guest Toni Petrillo: https://youtu.be/gXSHrGSp03M



For disclosures and conflicts visit keilfp.com/disclosures.

Most people spend years preparing their money for retirement.How much time have you spent preparing your life?Retirement...
06/18/2026

Most people spend years preparing their money for retirement.

How much time have you spent preparing your life?

Retirement isn't just about leaving work.

It's about figuring out what comes next.

That's why some retirees struggle despite having more than enough money—and why purpose, relationships, and structure also matter in retirement.

👉 Watch this week’s episode of the “Retire Today” podcast with my guest Toni Petrillo: https://youtu.be/gXSHrGSp03M



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.

06/17/2026

Many people spend decades preparing financially for retirement but never prepare for what comes next. Retirement isn't just about having enough money—it's about creating a life that gives you purpose, meaning, and something to look forward to each day

Watch the full episode of “Retire Today” with my guest Toni Petrillo: https://youtu.be/gXSHrGSp03M


For disclosures and conflicts visit keilfp.com/disclosures.

You can be completely prepared financially for retirement.....and still feel unprepared for retirement itself.That's bec...
06/16/2026

You can be completely prepared financially for retirement...
..and still feel unprepared for retirement itself.

That's because retirement changes more than your income.

It changes your schedule, your relationships, your identity, and how you spend your time.

A financial plan helps you retire.

A lifestyle plan helps you enjoy it.

👉 Watch this week’s episode of the “Retire Today” podcast with my guest Toni Petrillo: https://youtu.be/gXSHrGSp03M

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


For disclosures and conflicts visit keilfp.com/disclosures.

The biggest investment mistake before retirement usually isn’t picking the wrong stock—it’s doing nothing.As retirement ...
06/12/2026

The biggest investment mistake before retirement usually isn’t picking the wrong stock—it’s doing nothing.

As retirement gets closer, your money gets a new job. Before retirement, your investments are built to grow. After retirement, they need to support your lifestyle—and that changes how you should think about risk.

Watch my latest video on the Mr. Retirement YouTube channel: https://youtu.be/gjZBIJTqRzs

For disclosures and conflicts visit keilfp.com/disclosures.

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