Free Digital Guide

3 mistakes to avoid when planning for retirement

Most people retire once and stay retired. But that also means that you are facing some of the biggest financial decisions you’ve ever faced, sometimes without being able to ever change those decisions! This Guidebook will be your ultimate roadmap to making the RIGHT decisions, rather than the wrong ones.

Getting ready for retirement can be scary!
You get one shot at it and often face questions on:

When

  • When will you retire?
  • When to plan for market investments going up and down?

What

  • What will healthcare costs look like?
  • What will insurance costs look like?

How

  • How much income can I live on?
  • How to manage your taxes in retirement?

These questions are 100% understandable.
That's why we're here to help provide the answers you need.

The decisions you make with your Social Security, pension, investments and taxes could cost or make you tens or hundreds of thousands of dollars.

 
With this free digital guidebook, you'll learn the top mistakes to avoid when planning for retirement so you can be both mentally and financially at peace when making that transition.

Meet Your Retirement Guide

Hey, I'm Jeremy Keil!

I love helping people learn more about, and feel more confident about their money.
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 my goal to help people discover their ideal retirement strategy, you’ll find me hanging out with my wife, Robyn, and two daughters, Emery and Harper at swim, dance, gymnastics, or their church, Lakepoint, in Muskego, Wisconsin.

Wondering if this guide is for you?
Let me make it easier for you to decide.

All the Yes...

  • If you're preparing for retirement
  • If you're ready to develop financial wisdom that could save you thousands of dollars when you do retire
  • If you're ready to turn complex systems like taxes and healthcare into easy solutions that can better your retirement journey
Couple having a consultation about retirement
Love lives forever! Senior couple at home. Handsome old man and attractive old woman are spending time together. Sitting on a sofa with laptop.

All the No...

  • If you’re more than 10 years away from retirement.
  • If you're too young to begin preparing for retirement
  • If you're not willing or ready to gain financial wisdom regarding your Social Security, pension, or investments

Just drop your name and email address below and you will receive your free guide in your inbox within just a few minutes.

Get your free guide

It's time to make the best decisions for you and avoid mistakes while you're at it.

YOU DON'T HAVE TO GO THROUGH RETIREMENT ALONE.

Start with our free guide, and we can begin the journey together of a better future when it comes to your money, your well being, and your financial peace.