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Hosted by jeremy keil
7 episodes with jeremy keil
3 episodes with jeremy keil
2 episodes with jeremy keil
2 episodes with jeremy keil
2 episodes with jeremy keil
2 episodes with jeremy keil
2 episodes with jeremy keil
Jeremy Keil explores Kiplinger magazine's article “11 Ways to Grow Your Wealth” and how to apply these strategies to retirement planning.
Click here to work with us! Most people plan for retirement by focusing on their savings and investment returns—but what if some of the most important decisions happen after you stop working? In this episode, I sit down with Jeremy Keil, also known as Mr. Retirement, to discuss the three biggest mistakes retirees make—mistakes that can cost them financial security, tax savings, and peace of mind. From misunderstanding the best time to take Social Security to underestimating how long retirement will last, we break down the key oversights that can derail even the best-laid plans. Jeremy and I dive into why retirement age and Social Security claiming don't have to go hand in hand, how to accurately gauge your longevity to avoid outliving your money, and the crucial difference between optimizing for next month's income versus planning for a lifetime of financial security. Whether you're a few years away from retirement or already in it, this conversation will challenge the way you think about your financial future and equip you with strategies to make smarter decisions. Outline of This Episode (0:00) Intro (1:19) Mistake #1 – Tying retirement to Social Security (4:05) Mistake #2 – Underestimating longevity (8:41) Planning for an earlier retirement than expected (13:50) Mistake #3 – Optimizing for short-term income over long-term security (19:20) Where to find more from Mr. Retirement Resources & People Mentioned The Retirement Podcast Network Mr. Retirement YouTube Channel Longevity Illustrator Tool Connect with Jeremy Keil Connect with Jeremy Keil AKA Mr Retirement on LinkedIn Connect with Benjamin Brandt Become a Client: www.retirementstartstoday.com/start Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Join the newsletter: https://retirementstartstodayradio.com/newsletter Dive deeper into retirement planning with Ben at www.RetirementIncome.University Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify
Jeremy Keil returns to the podcast to discuss three vital areas to business development: growing, planning, and serving.
Delivering facts and figures is comfortable. But many financial professionals feel out over their skis when they enter into the emotional side of planning discussions. Jeremy Keil shares a helpful acronym to approach those conversations with ease.
It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast. The theme this week was: 3 Biggest Mistakes People Make In Retirement with Jeremy Keil I really enjoyed talking with Jeremy and getting his perspective on mistakes that people make and how to avoid them, and I hope you did too.
This week on the podcast, I'm bringing you segments of a recent interview I did with Jeremy Keil. Today, we're continuing our conversation from yesterday about taxes in retirement, talking more in depth about Roth conversions and retirement spending strategies.
This week on the podcast, I'm bringing you segments of a recent interview I did with Jeremy Keil. Today, we're talking about retirement mistake #3 according to Jeremy - forgetting to plan for taxes in retirement.
This week on the podcast, I'm bringing you segments of a recent interview I did with Jeremy Keil. Today, we're talking about mistake #2 that people planning for retirement often make, and that is filing for social security at the wrong time. We also dive into why it's important to think long-term with this decision to start social security, especially if you're married…
This week on the podcast, I'm bringing you segments of a recent interview I did with Jeremy Keil. In today's episode, Jeremy and I go into more detail about how to plan for a longer than expected retirement…
This week on the podcast, I'm bringing you segments of a recent interview I did with Jeremy Keil. Today, we're talking about retirement mistake #1 according to Jeremy, underestimating the length of your retirement, both on the front end, and the back end…
Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host Ashley Micciche, co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $390 million in client assets. If you're 5-10 years on either side of retirement, and looking for some daily quick tips to help you on your retirement journey, you're in the right place! This week's theme is: 3 Biggest Mistakes People Make In Retirement with Jeremy Keil
Despite offering unique tax advantages, lots of people remain unaware of health savings accounts (HSA)—and even many who are using them aren't using them to anywhere near their full potential.Jeremy Keil, CFP, CFA, a retirement-focused financial advisor and host of both the Retirement Revealed Podcast and Mr. Retirement YouTube channel, joins the 401(k) Specialist Pod(k)ast to discuss the most common mistakes he sees people with HSAs making, as well as how to help correct these mistakes with strategies that make the most of their exceptional capabilities.Key Insights Include:Common HSA Mistakes: Many employees mistakenly believe they can only use the health savings account provided by their employer, limiting their options. Another prevalent error is confusing HSA contribution limits with FSA limits, resulting in underfunding their HSAs. Additionally, many fail to invest their HSA funds for long-term growth, missing out on the substantial tax advantages and investment potential HSAs offer.Maximizing HSA Benefits: To rectify these mistakes, employees should be aware they can transfer their health savings account funds to any provider offering better terms. Maximizing contributions up to the IRS limits ($4,150 for individuals and $8,300 for families in 2024) is crucial. Investing health savings account funds similarly to a traditional IRA can significantly enhance their retirement savings, capitalizing on the unmatched tax advantages of HSAs.Strategic HSA Management: Advisors recommend finding the best health savings account provider, considering factors like interest rates and investment options. Real-world examples show substantial gains from switching to high-yield HSAs and avoiding unnecessary fees. Proper management, such as keeping receipts for future reimbursements, allows for strategic use of HSAs, ensuring funds grow tax-free and can be utilized efficiently in retirement.SEE ALSO:• Checking the Pulse of the HSA Market with Devenir's Eric Remjeske• HSA Contribution Limits Increased Slightly for 2025
Marcia Mantell, author of books on retirement & Social Security planning for women, joins Jeremy Keil to discuss the unique challenges and opportunities that await many women in retirement.
The Efficient Advisor: Tactical Business Advice for Financial Planners
Empathy and support are essential components of the advising process, but sometimes it's hard to connect with clients on such a deep level. Our guest today, Jeremy Keil, shares some powerful and effective tools he has used over the years to strengthen his relationship bond with clients. In this episode, Libby and Jeremy dissect the following three levels of communication:Surface-levelGoals and underlying motivationsVulnerable, profound discussionsWhile all three levels are necessary to building trust and meaningful relationships, it's the third level of communication—vulnerable, profound discussions—that cements an advisor's indispensability. Jeremy's insights on asking strategic questions are key to building lasting bonds with your clients. Libby and Jeremy discuss the transformative power of motivational interviewing, a nuanced form of communication that can strengthen the bond between financial advisors and their clients. Originating from psychology, motivational interviewing helps guide discussions about change and helps clients articulate their financial goals, while highlighting the importance of tailoring advice to a client's unique life situation.Whether you're a seasoned financial advisor or new on the block, this episode is laden with strategies and insights to communicate with intention and foster trust with your clients. Let's go!—------------------------------------LINKS FROM THIS EPISODE:Check out Jeremy's website hereConnect with Jeremy on LinkedIn hereWebsites Mentioned: Welcome to the Motivational Interviewing Website! | Motivational Interviewing Network of Trainers (MINT)Books Mentioned:Motivational Interviewing: Helping People Change and GrowDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!
How can business owners effectively plan for retirement while managing the growth and operations of their businesses?In this episode, Mike welcomes back Jeremy Keil, a retirement planning expert from Keil Financial Partners, to discuss the importance of retirement planning for business owners. They explore why business owners, whether they're just starting or have been operating for a while, often neglect retirement planning and the possible consequences of doing so. They discuss aspects such as income from businesses, selling businesses, scenarios they have encountered with various business owners, and misconceptions about Health Savings Accounts (HSAs). They also delve into practical steps and strategies that business owners can implement now to save for retirement, such as maximizing HSA and Roth IRA contributions, setting up retirement plans like simple IRAs, SEP IRAs, and 401ks, and taking advantage of age-weighted profit sharing 401ks and after-tax contributions.[00:00 - 07:21] Retirement Planning for Business OwnersJeremy discusses the importance of considering retirement spending, income maximization, and tax minimization for business owners.They address the tendency of business owners to overlook retirement planning, focusing instead on business growth and operations.The common pitfalls for business owners, such as overvaluing their business or failing to create a business model that functions independently of their personal involvement.Jeremy emphasizes the need for business owners to plan for retirement regardless of their current business success.[07:21- 17:00] Health Savings Account and Other Retirement Saving Strategies for Business Jeremy emphasizes the benefits of Health Savings Accounts (HSAs) for maximizing tax advantages in retirement savings.Advice on maximizing HSAs: contribute the maximum amount possible, and pay medical bills out-of-pocket while saving receipts for potential future reimbursement from the HSA.Business owners should consider Roth IRAs, especially if their income is below a certain threshold, highlighting the opportunity for both individual and spousal contributions.He advises starting small with retirement savings, regardless of business size, and gradually increasing contributions over time.Quotes:"Your investments, you have less control over than all the other places that I mentioned. So we want to focus on the things you can control." - Jeremy Keil"When you're saving into your retirement, you want to get the most tax advantage that you can. And the number one best tax advantage you can get in any account is the health savings account." - Jeremy KeilConnect with Jeremy!Website: www.keilfp.com Podcast: Retirement Revealed Podcast______Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastJoin TaxElm: https://taxelm.com/IncSight Packages (Full-Service): https://incsight.net/pricing/Book an Initial Consultation (IncSight): https://app.simplymeet.me/o/incsight/sale-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/
Join us in this enlightening episode as Jeremy Keil, a seasoned financial advisor with over twenty years of experience, shares invaluable insights into the intricacies of retirement planning. Discover the common roadblocks that individuals face and explore practical hacks to optimize your retirement strategy. #RetirementPlanning #FinancialWisdom #WealthManagement #FinancialAdvisor #RetirementHacks #MoneyMatters #JeremyKeil #FinancialFreedom #RetirementGoals #FinancialInsights Learn more about your ad choices. Visit megaphone.fm/adchoices
Check out Jeremy's latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Should You Move To A Different State To Lower Your Retirement Taxes? Summary: [153] – State taxes are a piece of your retirement planning puzzle, but are they really a big deal? In this episode, Jeremy Keil talks about moving to a different state for retirement tax purposes. He goes over the potential trade-offs between lower income taxes and higher property taxes and other costs, the tax implications of living in different states, and the importance of considering factors beyond taxes, such as lifestyle and family connections, when choosing a retirement location. Jeremy discusses: Why it's important to consider the cost of living before moving states, not just the income taxes Which states don't currently have an income tax The trade-offs between lower income taxes and higher property taxes in different states Why you should try out a potential retirement location at different points in the year before making a decision Why deciding to move to another state should be based on more than just tax reduction Why you should plan in moderation And more Should You Move To A Different State To Lower Your Retirement Taxes? Should you move to a different state to lower your retirement taxes? It certainly sounds tempting, but there are a few different things to consider to determine if it's worth moving to a different state to lower your taxes in retirement. How does it affect my overall cost of living? Moving to a different state in retirement can impact your cost of living in various ways. State taxes, property taxes, sales taxes, and other local expenses all play a role. For example, some states have no income tax but might have higher property taxes or other costs. And on top of that, the cost of living in different areas within a state can impact your overall financial situation. It's crucial to run the numbers and consider your specific financial situation to determine if the overall impact on your cost of living is favorable. Are there any trade-offs? Yes, there are trade-offs to consider when moving states for retirement. While lower taxes might be appealing, other factors such as property taxes, cost of living, climate, and social connections need to be weighed. Additionally, making a move solely for tax benefits might not lead to the expected financial windfall. It's important to look beyond taxes and consider the holistic impact on your lifestyle and finances. Can a trial run help me make an informed decision? Whether you should move and where you should move to for retirement are two big decisions. Playing make-believe and planning out your taxes and costs of living in various locations is a good start to making an informed decision. Trying out a new location before making a permanent move is also a wise strategy. Spending extended time in a new state during different seasons and experiencing its lifestyle can give you a better sense of what it's like to live there. Renting a place for a month or more through platforms like Airbnb or VRBO allows you to understand the local environment, costs, and overall comfort before committing to a permanent change. What about my family? Family considerations play a significant role in retirement decisions, including where to live. Proximity to children, grandchildren, and other loved ones can influence your choice of location. Balancing your desire for a particular location with the need to stay connected with family is essential. Some retirees opt to split their time between different places to be closer to family during certain times of the year. Ultimately, maintaining a strong support network and family connections is a vital factor to consider. Remember, every individual's situation is unique, and what works for one person might not work for another.
The last two decades have flown by and we can't imagine how quickly the next 20 years will go. Tune in to learn about the 20 years Jeremy Keil has worked in financial services.
On this episode of Bridging the Gap, Matt is joined by Jeremy Keil, an entrepreneur, financial advisor at Keil Financial Partners, and the podcast host of Retirement Revealed. Jeremy shares how he uses Surge Mindset, a method of time blocking and focusing on one task at a time to boost his productivity. He also addresses the importance of having a streamlined framework for marketing and how he finds the right team members for his business. Jeremy talks through his approach of motivational interviewing with clients, which involves partnership, acceptance, compassion, and empathy, and how it can lead to empowered clients who make better financial decisions. Jeremy wraps up by sharing his niche in retirement planning, the challenges of financial planning, and the importance of diversifying client investments. More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn
Check out Jeremy's latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How To Become Distraction-Proof. Summary: [136] – Retirement can be a time of great opportunity, but it can also be a time of great distraction. With so many options and so much free time, it can be easy to lose focus and become overwhelmed. In this episode, Jeremy Keil speaks to Paul Kingsman about how to get rid of distractions. Paul draws on his own experiences as an Olympic athlete to share some personal stories and tips for becoming distraction-proof. He talks about the importance of having clearly defined goals, prioritizing time, and focusing on one thing at a time, and emphasizes the importance of rest and recovery, why you should learn from disappointments, and why seeking advice from seasoned individuals is helpful. Paul discusses: How a support system helped him reduce distractions by enforcing the boundaries he set How he prioritized his time by deciding which activities were more important than others Why rest and recovery are so important to be able to do the things that are valuable to you, more often Why multitasking is a myth The importance of moving forward and not letting disappointment define you And more How To Become Distraction-Proof How does a support system help me avoid distractions? Having a support system can be key to avoiding distractions and staying focused on your goals. It was for former Olympic swimmer Paul Kingsman. He credits his mother for running interference and helping him prioritize his sleep during training. She acted as a gatekeeper and took messages or told people to call back after 8:30 PM, which was the time Paul had set for himself to go to bed. Because she helped him hold fast to his standard, he was able to maintain the necessary rest and recovery his body needed for his intense training regimen. Having a support system that understands and respects your priorities can help you stay on track and achieve your goals, even in retirement. How can I prioritize my time and decide which activities are more important than others? Prioritizing your time and deciding which activities are most important can be a challenging task, especially during retirement when there seems to be an abundance of free time. It is important to recognize that some activities, such as sleep, are essential for your overall well-being. While others may be less important (like taking calls late at night or catching up on your favorite TV series after spending the day with the grandkids,) you need to determine which activities hold the highest priority. One technique that can be helpful is time blocking, where specific amounts of time are set aside for particular activities. This can apply to both work and retirement, allowing individuals to prioritize their time for activities that matter most to them, such as spending time with family, engaging in hobbies, or taking care of their health. Why do I need to rest and recover before I can repeat? Rest and recovery are essential for anyone who wants to be able to do things over again and do it well. Just like athletes, individuals need to take time to rest and recover after strenuous activities, which will allow them to perform better. Repetition brings about mastery and security in any activity, whether it is a sport, hobby, or daily routine, so you should prioritize healthy routines and habits to avoid falling into bad habits, which can hinder their ability to repeat and improve. Can I multitask and avoid distractions? The short answer is no, you can't multitask and still avoid distractions. For a longer answer, when it comes to avoiding distractions and multitasking, it's important to choose what matters most and prioritize your time because multitasking is a myth. Attempting to do multiple things at the same time can be detrimental to productivity be...
Jeremy Keil is a financial advisor at Keil Financial Planners. As a specialist in retirement planning, Jeremy is dedicated to helping people learn more—and feel more confident—about their money. He served as a financial advisor at Thrivent Financial for over 20 years before beginning his work at Keil Financial Planners and formerly served as an adjunct professor at the Wisconsin Lutheran College and the Concordia University in Wisconsin. Today, in addition to his work at Keil Financial Planners, Jeremy hosts Retirement Revealed, a podcast honored among Feedspot's Top 25 Retirement Podcasts to Follow in 2021. Jeremy joins me today to discuss motivational interviewing and how financial advisors can approach it. He shares his journey in the financial advisory industry and explains how he discovered motivational interviewing. He describes the mutual relationship between financial advisors and clients and details why financial advisors should have compassion and empathy for their clients. Jeremy also outlines a few key questions financial advisors can integrate into their discovery meetings and highlights how launching a podcast has benefitted him as a financial advisor. “I thought connecting with someone was just about asking questions, but motivational interviewing teaches you that it's about open-ended questions, affirmations, reflections, and summaries.” - Jeremy Keil This week on The Model FA Podcast: Jeremy's background and how he began his career as a financial advisor How Jeremy started building his book of business as a financial advisor What motivational interviewing is How financial advisors can take principles from unrelated industries Basic motivational interviewing questions financial advisors can integrate into their discovery meetings Rolling with resistance and supporting clients' self-efficacy Where to learn more about motivational interviewing The importance of practicing and role-playing motivational interviewing How financial advisors can benefit from launching a podcast Jeremy's thoughts on wealth and contentment Resources Mentioned: Book: The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas Stanley MINT | Motivational Interviewing Network of Trainers Our Favorite Quotes: “Lots of folks can be great advisors, but the systems they're in might discourage them from making it in the industry.” - David DeCelle “Part of motivational interviewing involves being curious about the person you're sitting across from.” - David DeCelle “You may be the expert in your field, but your clients are the experts on themselves: they know what works for them.” - Jeremy Keil Connect with Jeremy Keil: Keil Financial Planners Podcast: Retirement Revealed Podcast Keil Financial Planners on LinkedIn Jeremy Keil on LinkedIn Jeremy Keil on Facebook About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
For those with a pension, the retirement planning decision is not as cut-and-dried as it seems on the surface. Should you take a lump sum, should you wait about taking it, and what are the rules specific to your pension plan? In today's episode we're joined by Jeremy Keil from the Retirement Revealed podcast to discuss some of the most important points to consider when making this decision. Find the Retirement Revealed podcast at https://keilfp.com/blogpodcast/ Jeremy's podcast episode covering how to decide between a lump sum vs monthly payments. https://keilfp.com/blogpodcast/get-the-most-from-your-pension-lump-sum-or-monthly-annuity/
Today, Ed is joined by Jeremy Keil, fellow financial planner and enthusiast of the psychology of motivational interviewing. Jeremy is here to teach us about the value of motivational interviewing and how he uses it to help his clients move from preretirement into retirement! Motivational interviewing, which Jeremy calls “a guided discussion about change,” is a powerful way to avoid the often prescriptive approach that financial planners take when advising their clients. As Jeremy succinctly puts it, “Telling people what to do is usually the best way to make sure it doesn't happen!” Motivational interviewing is all about helping clients discover what's right for them. The idea is to help an individual believe they can change a certain aspect in their life, or a process of helping clients align their behavior with their goals and values. Jeremy breaks down the philosophy and mechanics of motivational interviewing, encapsulated by two acronyms: OARS (Open-ended questions, Affirmations, Reflections, Summarizing) and PACE (Partnership, Acceptance, Compassion, Empathy). Finally, he speaks on the often-overlooked but all-important psychological hurdle of finally making that transition from saver to spender which comes with the move from preretirement to retirement. Key Topics: How Jeremy got into financial planning and motivational interviewing (03:33) Defining “motivational interviewing” (08:09) Assessing whether your client is on the right track (14:59) Breaking down OARS (19:47) Jeremy's money dance with his wife (25:09) Compassion versus empathy (33:15) Considering the psychological readiness for retirement (38:52) Learn the math, do the math, follow the math (45:37) Resources: 5-Step Retirement Income Plan with Jeremy Keil Connect With Healthy Love and Money: Schedule your free 30-Minute Discovery Call About Therapy-Informed Financial Planning™. Learn about your money and attachment style with this short Attachment Style Quiz. Buy the Double Award Winning Book: The Healthy Love and Money Way. Hit Follow on Your Favorite Podcast Player To Get the Latest Episodes.
19 cents. That's how much in interest that my bank paid me in 2022. I'm not sure if that makes me want to cry, yell, or laugh but those are none of the feelings that I want to have when it comes to calculating my annual bank interest. The good news is, I don't keep a ton of money in my savings account. Simply a couple thousand dollars that acts as an emergency fund. But that comical calculation would make me furious if I had tens of thousands of dollars in my savings account. The last few years have shown us the real impact of inflation. An item that cost $100 in 2020 cost roughly $115 today using the average cumulative rate of inflation. What does that mean? Just to break even, you want your money keeping up at the same rate. 19 cents isn't going to do that for me. Luckily Jeremy Keil is here to give us some strategies on how we can make more interest from our savings. We also talk about how much money you should have in your bank account, what are I bonds and how you can use them for short savings, and why, even as a young adult, you shouldn't discount social security in your retirement plan. Key Takeaways: Why are interest rates continuing to go up? How is inflation calculated? How much money should I have in my bank account? How to find the best bank account interest rates? Automate your bank savings rate using maxmyinterest.com What are I bonds and how to use them to get more interest out of your savings Where to buy I bonds What are treasury bonds? How to negotiate your interest rates with your current bank Why social security is going to be around for you when you get older How is social security calculated How to fix social security Ask better questions with motivational interviewing Mentions: www.bankrate.com www.maxmyinterest.com www.treasurydirect.gov More of Jeremy: www.retirement-revealed.com More of Justin & The Struggle is Real: Find show notes and more at https://www.tsirpodcast.com/ Follow us on Instagram at https://www.instagram.com/tsirpod/
As we walk into 2023, now may be a good time to consider making some financial resolutions! My guest @Jeremy Keil, host of the Retirement Revealed podcast, thinks a great place to start may be our taxes! When it comes to our money, one thing that's hard to grasp is just how big of a bite Uncle Sam takes, yet we have a remarkable amount of control over our taxes. So instead of having your taxes just happen to you, listen to this episode to see how you can have a tax strategy that empowers you towards more financial success in 2023 and beyond! #newyearsresolutions #financialresolutions #taxtips #financialpodcast #financialfreedom #financialwellness #taxes
Every advisor has two puzzles to solve: What to do and how to get them to do it! The first requires an understanding of numbers. The second is an understanding of people. Whether you're trying to get a prospect to become a client or a client to implement your advice…One thing is certain. The least … Read More Read More
Every advisor has two puzzles to solve: 1) What to do 2) How to get them to do it The first requires an understanding of numbers. The second an understanding of people. Whether you're trying to get a prospect to become a client or a client to implement your advice... One thing is certain. The least effective way to get them to do something is to push or persuade them. The most effective way is to get people to persuade themselves. And, there's a communication technique that does just that called "motivational interviewing." Fortunately, Jeremy Keil is trained in motivational interviewing and uses it with prospects and clients every single day. In this episode, we discuss: The crucial change he made in his connection meeting with prospects His intentional office design to foster comfortable conversation The power of asking permission before giving any advice The "righting reflex" clients experience when you give advice The importance of acknowledging clients as experts in their own lives The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals. *For more resources discussed in this episode, check out www.wiredplanning.com/episode67 *For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn
Everything you've been hearing about social security is a lie. For years, mainstream media and many financial figureheads have said that social security is on a fast track to bankruptcy, with no money left over for Americans when they grow old. But what if we told you that wasn't true? What if you knew that social security would be there for you when you retire, even if you've just started working? Today's guest, national social security advisor and expert Jeremy Keil, explains the basics of social security and teaches you how to maximize your benefits.One of the biggest misconceptions about social security is that you have no control over it. The truth is, you control your social security more than the government does. How long you work, when you file, and how you educate yourself are all in your control. While these things may seem insignificant, they could all affect your social security by thousands. If you play your cards right, social security could be the biggest asset of your life.Jeremy makes a strong argument that social security is the cheapest insurance you might get. In fact, it's too good of a deal. The original purpose of social security was to help impoverished elderly Americans, so people with a lower income get more from social security. But, that doesn't mean you'll be stuck with pennies if you have a higher income. Social security is the “deal of a lifetime” since it lasts your lifetime, grows with inflation, and has no commissions. Can you think of a better investment than that?In This Episode We CoverSocial security misconceptions and the truth about social security and whether or not it's going bankruptThe history of social security and its original purpose for AmericansHow social security gets calculated and how the number of years you work can significantly affect your monthly social security paymentHow and when to file social security to maximize your retirement savingsSurvivors benefits, joint life expectancy, and how to file social security as a couple The break-even point and how to get “the eight percent guarantee” And So Much More!Links from the ShowBiggerPockets Money Facebook GroupBiggerPockets ForumsFinance Review Guest OnboardingMindy's TwitterScott's InstagramListen to All Your Favorite BiggerPockets Podcasts in One PlaceApply to Be a Guest on The Money ShowPodcast Talent Search!Subscribe to The “On The Market” YouTube ChannelListen to The “On The Market” Podcast: Spotify, Apple Podcasts, BiggerPocketsCheck Out Mindy's 2022 Live Spending Tracker and BudgetKeil Financial PartnersRetirement Revealed PodcastClick here to check the full show notes: https://www.biggerpockets.com/blog/money-344 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Check out our sponsor page!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Do you have a question about 401(k)s? You are not alone. In this episode, Art and Jeremy Keil answer some of the most common 401(k) questions. Resources:More Than Money Facebook Group | Join the group here: https://www.facebook.com/groups/721493032051073The Essential Emergency Binder | Buy it here: https://www.artrainer.com/essential-emergency-binderEpisode Sponsor:Most churches struggle to get people to give. SecureGive has created a system that helps churches increase giving so their ministry is funded to reach their community. SecureGive helps churches increase giving in 3 ways: software that makes giving easy, a custom growth strategy, and ongoing stewardship resources. They stand out by offering a real ministry partnership, the most cost-effective solution with the lowest processing rates, and the most comprehensive giving platform available. Use the code 'RAINER20' to get 20% off your first year! Learn more here: https://www.securegive.com/
I Bonds currently pay 9.62 percent but that is ending very soon. Certified Financial Planner Jeremy Keil joins us to explain what I Bonds are, why the interest rate is expiring and how to decide whether they are right for you. For more information, visit the show notes at https://www.bobbirebell.com/podcast/jeremy-keil
Control plays a big part in the role of many advisors' careers. It can be difficult to let go of the reigns and delegate tasks when you want to do it all. Or maybe you are good at delegating, but don't ‘inspect what you expect”. In today's episode, we have Jeremy Keil, CFP®, CFA®, a retirement-focused financial planner with Keil Financial Partners, and host of the Retirement Revealed blog and podcast, joining us. Jeremy is intentional about his time and schedule to achieve balance in his life. Listen to learn the tips he shares and the steps he is taking to improve himself as a task delegator. Join us today to learn about these things: How he got into this industry from planning to join the army and selling suits. (0:52) He gives himself his own timesheet and here's why. (3:16) Why planning can help you achieve better balance. (11:53) The biggest issue advisors tend to have with delegation. (21:49) RESOURCES Learn more: https://keilfp.com/blogpodcast/ Email: travis@travisparry.com Get Travis' newest book!
Is your marketing strategy a Triple Threat? There are three important marketing strategies that every top advisor should consider using in their effort to attract more Right-Fit Clients: A well-defined, profitable target market. A financial advisor website focused on client acquisition (not just a “digital brochure.”) A podcast that creates credibility in your target market. … Continue reading Ep. #27: Triple Threat: The Exponential Power of an Effective Financial Advisor Website, Podcast, and Target Market with Jeremy Keil, CFP®, CFA, CIMA® →
For centuries, economists have worked toward solving personal financial problems of households. But how exactly can the concepts of economics be applied to financial planning? Find out in this episode as Jeremy Keil speaks with Dr. Laurence Kotlikoff, professor of economics at Boston University, about the benefits of economic-based financial planning.
Jeremy Keil and his team at Keil Financial Partners are retirement focused financial planners who manage over $100 million in assets for their 200 clients-- and are absolute rockstars at generating their own business through referral and digital marketing! When it comes to advisor marketing, Jeremy just gets it! In this episode Olivia goes on a deep dive to find exactly what Jeremy did to triple his referral rates after “making some pivotal marketing changes, " but they also explore: -Why Jeremy suggests you BE YOURSELF and connect your professional image with what is unique about you -How your lead magnets and emails HELP you land referrals (they are not mutually exclusive) -3 CHEAP and EASY things you can do TODAY to boost your SEO, find your target audience, and bring in more leads Olivia and Jeremy also break down brand, messaging, marketing, how to find your niche, how to boost your domain authority, and why local SEO is so important. Listen for a discussion on website keywords, title tags, meta description, lead capture marketing strategies, and more. For templates, freebies, and pure gold content, connect with Olivia on LinkedIn: https://www.linkedin.com/in/olivialuperlexicon/ Learn more about Jeremy on his website: https://keilfp.com/ Listen to Jeremy's podcast: https://keilfp.com/blogpodcast/ Learn more about Olivia and her firm, Lexicon Content Development: https://lexiconcontentdevelopment.com/ Follow Lexicon on Instagram: https://www.instagram.com/lexiconcontentdevelopment/
The Efficient Advisor: Tactical Business Advice for Financial Planners
You might remember just a short period of time ago when Jeremy was on the podcast sharing how he TRIPLED his referral in just 1 year… it was so good. Well, when were recording that episode we were just riffing on other things and you know I talk A LOT about stepping into that CEO role and really RUNNING your business instead of it running you. And, Jeremy and I were chatting and I thought you would like to hear some of the tips and tricks that he's uncovered that have propelled his practice into the stratosphere.In this episode Jeremy and I talk about:His client experience tips & tricksHow he defined and markets his “not so unique” unique nicheHow he developed and morphed his practice from the onset to where it is nowHow he stepped into his CEO role and some mindset hacks around building a teamWhat Frank Sinatra and Frankie Valli taught him about running his practiceThe 3 main functions of your business that you need to pay attention to His “tests” to find the MOST IDEAL team matesSo I invite you in to join our discussion and I know you will walk away with a ton of ideas that you can implement in your business RIGHT AWAY. Links from Today's Episode _________________________You and your team can take your Kolbe - A Index personality profile here and learn more about Right Fit. Link to the Kitces article on how to set up your office for success! Learn more about motivational interviewing here! Books Jeremy mentioned... Rocket Fuel & EOS Life Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August. Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comCheck out Jeremy's website here!Find Jeremy's Podcast, Retirement Revealed, here!Looking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!
The Efficient Advisor: Tactical Business Advice for Financial Planners
Are you ready to get DETAILED? I mean a specific checklist of what you can do to get MORE referrals faster? Well, today's episode is exactly that. My guest, Financial Planner Extraordinaire Jeremy Kiel of Keil Financial Partners is walking us through some very specific things he has done with his marketing to TRIPLE his referrals in 12 months. Yes, you heard me correctly. 12 months. You will walk away from this episode with:What you need to do first before you do any marketingSpecific examples, costs, website… from Jeremy that have contributed to his marketing successWhat his marketing funnel looks likeHow he makes it crazy easy for his clients to share him with his ideal client avatarAnd 3 specific tactics you don't want to miss!We're diving right in! ---------Connect with Libby on LinkedIn Here!Moz.com to create consistency among online search resourcesKeilFP.com to learn more about Jeremy's practicefivestepretirementplan.com to see Jeremy's lead magnetProud Mouth - the service Jeremy uses to promote his podcast and enhance his "influencer status"Smart Asset - lead service Wiser Advisor - lead service Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Show Notes - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt - EP 090 Jeremy Keil, Financial planner – Keil Financial Partners Jeremy Keil, CFP®, CFA is a retirement focused financial planner with Keil Financial Partners, and host of the Retirement Revealed blog and podcast. Jeremy's insights include: What led to Jeremy becoming a financial planner The common mistakes people make with their retirement planning Why you need a plan before and after investing Deciding what to do with your long-term and short-term money The five step retirement process Keil Financial Partners offers Advice he would give his younger self about retirement The importance of learning about your 401K plan Why it is so important to plan ahead at least 5-10 years for your retirement Enjoy the show! Connect with Jeremy: Website: https://keilfp.com/ Podcast/Blog: https://keilfp.com/blogpodcast/ Connect with Gary: Website: https://sbadvisors.cc/ Facebook: https://www.facebook.com/SmallBusinessAdvisors LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Download the “How To Reach $100M+ In Managed Assets” for FREE by going to https://www.financialadvisorsworkshop.com/ Jeremy Keil (https://keilfp.com), a financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, he works to simplify complex financial decisions so you can make smarter retirement, investment, and tax planning decisions. Here we talk about his start in financial planning and his specialization in retirement planning. https://www.linkedin.com/in/jeremykeilfp/ https://keilfp.com/ https://retirement-revealed.com/ Follow @FinancialAdvisorsWorkshop on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode! Connect with Brian Kasal and the Financial Advisor's Workshop Channel and Podcast: To see short videos of all our best Financial Advisor Workshop tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Interested in working at FourStar: https://fourstarwealth.com/Advisors
Although designations are necessary to have when building a practice, what's truly important is what you do for your clients. As financial advisors, our number one job is speaking with clients about making financial decisions and helping them create a thriving portfolio. No one knows this better than our guest today, Jeremy Keil. A financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, Jeremy joins this episode to share insights from his own practice, as well as the ways he helps clients get value from the process.
Rogue Retirement Lounge with Matt Franklin: Entrepreneur, Investor, Real Estate Enthusiast
If you haven't listened to part one of my interview with Jeremy, check it out here: https://www.rogueretirementlounge.com/financial-advisors-i-like-and-trust-the-jeremy-keil-interview-part-i/ (https://www.rogueretirementlounge.com/financial-advisors-i-like-and-trust-the-jeremy-keil-interview-part-i/) Here's Jeremy's company website: https://keilfp.com/ (https://keilfp.com/) Here's where you can listen to his podcast: https://podcasts.apple.com/ca/podcast/retirement-revealed/id1488769337 (https://podcasts.apple.com/ca/podcast/retirement-revealed/id1488769337) Among other topics, in part one of this interview, we touch on: How long will you live? Look it up, buttercup! How much will you really need? Where will you take your retirement income from? When you retire, you may have 30 or more years left. Invest some of your money for long-term growth. Tapering you risk exposure as you get closer to retirement. Planning to take your Social Security early? Jeremy's wise words on this topic. We'll have part two of this interview in a future episode, but before I let you go... remember, go to https://my.captivate.fm/rogueretirementlounge.com/crypto (rogueretirementlounge.com/crypto) to sign up for your own Blockfi account. You'll get up to a $250 crypto bonus and you'll be on the best exchange out there. AND you'll be able to earn interest on your crypto. And, you'll be supporting this show, as I'm a Blockfi affiliate! If you have a question you'd like me to answer on the podcast, email me at matt@rogueretirementlounge.com Check out more episodes at my https://www.rogueretirementlounge.com/ (retirement planning podcast) website: https://my.captivate.fm/www.rogueretirementlounge.com (www.rogueretirementlounge.com) Follow me on twitter! https://twitter.com/LoungeRogue (twitter.com/LoungeRogue) Follow me on Instagram! https://my.captivate.fm/instagram.com/lairdgrainger (instagram.com/lairdgrainger)
Rogue Retirement Lounge with Matt Franklin: Entrepreneur, Investor, Real Estate Enthusiast
So in a previous episode, I might have mentioned I don't trust some financial advisors. But there are some I really trust and respect, and I've got one on the show today. His name's Jeremy Keil and he's with Keil Financial Partners outside of Milwaukie, Wisconsin and he's also the host of the Retirement Revealed Podcast. Here's his company website: https://keilfp.com/ (https://keilfp.com/) Here's where you can listen to his podcast: https://podcasts.apple.com/ca/podcast/retirement-revealed/id1488769337 (https://podcasts.apple.com/ca/podcast/retirement-revealed/id1488769337) Among other topics, in part one of this interview, we touch on: How long will you live? Look it up, buttercup! How much will you really need? Where will you take your retirement income from? When you retire, you may have 30 or more years left. Invest some of your money for long-term growth. Tapering you risk exposure as you get closer to retirement. Planning to take your Social Security early? Jeremy's wise words on this topic. We'll have part two of this interview in a future episode, but before I let you go... remember, go to https://my.captivate.fm/rogueretirementlounge.com/crypto (rogueretirementlounge.com/crypto) to sign up for your own Blockfi account. You'll get up to a $250 crypto bonus and you'll be on the best exchange out there. AND you'll be able to earn interest on your crypto. And, you'll be supporting this show, as I'm a Blockfi affiliate! If you have a question you'd like me to answer on the podcast, email me at matt@rogueretirementlounge.com Check out more episodes at my https://www.rogueretirementlounge.com/ (retirement planning podcast) website: https://my.captivate.fm/www.rogueretirementlounge.com (www.rogueretirementlounge.com) Follow me on twitter! https://twitter.com/LoungeRogue (twitter.com/LoungeRogue) Follow me on Instagram! https://my.captivate.fm/instagram.com/lairdgrainger (instagram.com/lairdgrainger)
Use these year-end strategies to help your tax bill in 2021 and beyond! Drawing inspiration from an article by Kiplinger, Jeremy Keil highlights 7 year-end moves to help you lower your taxes during retirement.
In this short teaser, Jeremy Keil provides a quick introduction to what Series I savings Bonds entail, and provides a sneak peek into a future podcast episode on US government bonds.
You can't miss episode 51 of the Retirement Revealed Podcast! Your host Jeremy Keil sits down with Marty Schreiber, and Mary Ann Clairday to talk about the more frequently asked questions about Alzheimer caregiving.
Jeremy is the host of the Retirement Revealed blog and podcast.Jeremy loves helping people learn more about, and feel more confident about their money.After graduating from college, Jeremy started out by selling suits at Jos A. Bank and working on different political campaigns — which probably explains his love for wearing a tie and the joy he gets when saving money for clients through a tax strategy.You could probably guess this by the number of letters after his name, but since he started 17 years ago, Jeremy reads as many books on financial, retirement, and tax planning as he can and loves to apply that knowledge towards helping his clients.In fact, out of over 10,000 financial advisors in Wisconsin, only six have the unique combination of being a CERTIFIED FINANCIAL PLANNER™ professional AND a Chartered Financial Analyst® charterholder.While serving as an adjunct professor at Concordia University Wisconsin (Cedarburg), and Wisconsin Lutheran College (Milwaukee), Jeremy learned how to take complex financial topics and explain them in a way that even a caveman (I mean college student) could understand.If he could keep college seniors awake during 8 a.m. Friday classes about corporate finance, you can be sure that while working with Jeremy you'll know more about, feel better about, and make better decisions about your money.When not working on his goal to help people discover their ideal retirement strategy, you'll find Jeremy hanging out with his wife, Robyn, and two daughters, Emery and Harper at swim, dance, gymnastics, or their church, Lakepoint, in Muskego, Wisconsin.Learn More-https://keilfp.com/Keil Financial Partners is part of the Thrivent Advisor Network, LLC, a registered investment adviser. Keil Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies.Keil Financial Partners does not provide any tax advice. No information or results from the links should be interpreted as tax advice. Please seek guidance from a qualified tax professional for any and all tax-related matters.The content and information provided through the links should not be interpreted as being investment advice or a recommendation of suitability for any particular security, portfolio of securities, transaction, or investment strategy, or related decision. Please seek assistance from a qualified investment professional for any and all investment matters.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeremy-keil-cfp-cfa-retirement-focused-financial-planner-with-keil-financial-partners
Jeremy is the host of the Retirement Revealed blog and podcast.Jeremy loves helping people learn more about, and feel more confident about their money.After graduating from college, Jeremy started out by selling suits at Jos A. Bank and working on different political campaigns — which probably explains his love for wearing a tie and the joy he gets when saving money for clients through a tax strategy.You could probably guess this by the number of letters after his name, but since he started 17 years ago, Jeremy reads as many books on financial, retirement, and tax planning as he can and loves to apply that knowledge towards helping his clients.In fact, out of over 10,000 financial advisors in Wisconsin, only six have the unique combination of being a CERTIFIED FINANCIAL PLANNER™ professional AND a Chartered Financial Analyst® charterholder.While serving as an adjunct professor at Concordia University Wisconsin (Cedarburg), and Wisconsin Lutheran College (Milwaukee), Jeremy learned how to take complex financial topics and explain them in a way that even a caveman (I mean college student) could understand.If he could keep college seniors awake during 8 a.m. Friday classes about corporate finance, you can be sure that while working with Jeremy you'll know more about, feel better about, and make better decisions about your money.When not working on his goal to help people discover their ideal retirement strategy, you'll find Jeremy hanging out with his wife, Robyn, and two daughters, Emery and Harper at swim, dance, gymnastics, or their church, Lakepoint, in Muskego, Wisconsin.Learn More-https://keilfp.com/Keil Financial Partners is part of the Thrivent Advisor Network, LLC, a registered investment adviser. Keil Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies.Keil Financial Partners does not provide any tax advice. No information or results from the links should be interpreted as tax advice. Please seek guidance from a qualified tax professional for any and all tax-related matters.The content and information provided through the links should not be interpreted as being investment advice or a recommendation of suitability for any particular security, portfolio of securities, transaction, or investment strategy, or related decision. Please seek assistance from a qualified investment professional for any and all investment matters.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeremy-keil-cfp-cfa-retirement-focused-financial-planner-with-keil-financial-partners
On the 50th episode of the Retirement Revealed Podcast, Jeremy Keil speaks with Marty Schreiber to help Alzheimer's caregivers learn, cope, and survive through this particular life challenge.
In episode one of the mini-series on legacy planning, Retirement Revealed host Jeremy Keil speaks with Annalee Kruger, founder and president of Care Right Inc., a nationwide senior care planning organization. Tune in!
Jeremy is the host of the Retirement Revealed blog and podcast.Learn More-https://keilfp.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeremy-keil-cfp-cfa-retirement-focused-financial-planner-with-keil-financial-partners
Jeremy is the host of the Retirement Revealed blog and podcast.Learn More-https://keilfp.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeremy-keil-cfp-cfa-retirement-focused-financial-planner-with-keil-financial-partners
#47 – Chronic homelessness is a problem for a lot of people, no matter their age or gender. But YOU can help them improve their life. How? By implementing a few simple steps that will make a huge difference. In this episode, Katlin Hahn, development manager at Hebron Housing Services, joins Jeremy Keil to discuss … Continue reading How To Make an Impact by Helping those Experiencing Homelessness With Katlin Hahn | Podcast →
#46 – Are you a federal employee planning to retire soon? If so, there are various retirement benefits you can maximize by planning well ahead of time. In this episode, Jeremy Keil joins Arrin Crain, MBA, RICP®, ChFEBC℠, financial planner at Bluecrest Financial Alliances, to help you better understand what those benefits are and how … Continue reading Breaking Down the Different Federal Employee Benefits With Arrin Crain | Podcast →
#45 – Retirement Planning is more than just focusing on your investments – and you have no control over the market! Today we'll focus on a non-investment way to get the standard of living you want in retirement. In this episode, Jeremy Keil discusses 10 key moves you should consider while getting ready to enter … Continue reading Roadmap to Retirement: 10 Key Things To Keep in Mind | Podcast →
#44 – Adding a few good habits to your daily routine can have a lifelong impact on your mental and physical health. In this episode, Jeremy Keil shares the ideas he learned through an intriguing article from the AARP Bulletin, which lays out simple habits that will help you improve your health and wellness in … Continue reading Simple Habits That Help You Live Longer, Stronger, and Better | Podcast →
#43 – The number of people over 50 with outstanding student loans is rising rapidly. This is keeping them from truly enjoying their golden years of retirement. Jeremy Keil and Erik Kroll, CFP® of Hilltop Financial Advisors and Student Loans Over 50 address this growing issue in today's episode. Erik shares his five-step planning process … Continue reading Solving Your Student Loans Situation When You're Over 50 With Erik Kroll | Podcast →
#42 – With the Harley-Davidson headquarters based in Milwaukee, we’ve had the chance to work with many of their employees. Because of this, we’ve learned a thing or two about the unique needs these employees tend to have around their retirement plans. Today, Jeremy Keil shares insight into the key retirement benefits available to Harley-Davidson … Continue reading Retirement Planning for Harley-Davidson Employees | Podcast →
Episode: Steve Horwitz is an American economist of the Austrian School and currently the Distinguished Professor of Free Enterprise in the Department of Economics in the Miller College of Business at Ball State University in Muncie, Indiana. Jeremy Keil, CFP®, CFA, CIMA®, is a retirement-focused financial planner with Keil Financial Partners and the host of the Retirement Revealed blog and podcast. Jeremy was also the Wisconsin Libertarian Party executive director in 2003 and served on the Libertarian National Committee from 2004 to 2008. Insight: Many cryptocurrency enthusiasts believe Bitcoin a solution to the ongoing economic fallout from the Great Recession, wealth inequality, high debt, and massive money printing. Bitcoin and related digital assets can be particularly appealing to folks who view our financial system through the lens of Austrian Economics or libertarian politics, which, broadly, emphasize the freedom of the individual. But as this discussion shows, the intersection between Bitcoin, economic philosophy, and politics is still very much a work in progress. There's promise, but there are also some potential obstacles to what Bitcoin can and can't deliver within our society's existing frameworks.
#41 – We understand that early widowhood is a time of grief and sorrow. That’s why we want to do our best to help widows get through this time by relieving their financial burden. In this episode, Jeremy Keil joins Bill Harris, RMA®, CFP®, an advisor with WH Cornerstone Investments. Together, they help widows navigate … Continue reading The Widow’s Guide to Keeping More of Her Assets – With Bill Harris | Podcast →
Jeremy Keil is the founder of Keil Financial Partners, a hybrid RIA from Milwaukee that manages $85-million for 170 clients. Jeremy has leveraged two lead generation services to grow his firm by twice its size in only two years, and also outsources his lead follow-up so he only spends time meeting with the most qualified prospects. Listen in as Jeremy shares why he chose to use an external lead generation and follow-up service, how this strategy has helped him scale faster, and how he has compounded the benefits of purchasing leads by nurturing those leads with high-value digital marketing content. We also discuss how he has increased his firm’s growth trajectory by focusing on meeting the unique planning challenges of Harley-Davidson employees, and he gives us insight into what he feels is his most valuable client deliverable. For show notes and more visit: https://www.kitces.com/228
#40 – Retirement is not an end goal, but a next chapter in life. Retirement isn’t just about how much money you have when you retire. It’s about how you’ll spend that money to live a rich retirement life. In this episode, Jeremy Keil joins Susan Latremoille, co-founder and partner at Next Chapter Lifestyle Advisors … Continue reading The Rich Life in Retirement – With Susan Latremoille | Podcast →
#39 – Some people have been waiting for interest rates to get better since 2008. Instead, we recommend doing something different: Get creative when looking for better interest rates. In part two of our interest rates mini-series, Jeremy Keil joins Scott White, a fixed annuity specialist with CPS Insurance Services. They discuss unique ways of … Continue reading How To Get More Interest on Your Bank Money (Part 2) – with Scott White | Podcast →
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