Take These 5 Steps to Create a Consistent Retirement Income

Jeremy Keil

CFP®, CFA®, Certified Kingdom Advisor®

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Jeremy Keil

CFP®, CFA®, Certified Kingdom Advisor®

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Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for our 5-Step Plan for a Well-Balanced Retirement.

In this episode, Jeremy Keil walks you through our 5-step retirement income plan, where each step is designed to help you solve a crucial piece of your retirement puzzle. By focusing on these five steps, you’ll learn how to create a well-balanced retirement plan.

Jeremy discusses:

Why a process-driven approach makes retirement planning much easier
Key steps you must take before investing your money in the stock market
Tips to maximize your retirement income
The most often-overlooked area of retirement planning
And more

Check out our Free Retirement Planning Video course at 5stepretirementplan.com where you will learn how to create a consistent retirement income.

Your 5-Step Plan for a Well-Balanced Retirement

1) Spend: how much do you need and when, in retirement?

2) Make: maximize your monthly lifetime income

3) Now: set aside short-term money to pay your bills

4) Later: determine your risk and diversify your long-term investments

5) Legacy: protect against your risks and provide for your family with insurance and estate planning

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Do you want to learn more about retirement planning? Check out the resources below!

If you have any questions, feel free to contact us and we’ll be happy to help you plan for your ideal retirement!

Resources:

Connect With Jeremy Keil:

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Disclosures

Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.

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