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Podcast #15 — What You Need To Know Before You Retire

As a pre-retiree, you’ve likely never experienced retirement before. After all, retirement is often something people only have one shot at. That’s why it can be difficult to know what questions you should be asking to prepare.

In this episode, Jeremy Keil draws on his years of experience guiding clients into retirement to share six key questions you should be asking when planning for yours.

In this episode, you’ll learn:

  • Ways to figure out your retirement income
  • Why it’s important to enjoy life now while also being able to live comfortably later
  • Planning considerations for couples
  • Ways to optimize your taxes in retirement
  • And more!

Tune in now to discover the questions you should be seeking answers to as you put together the pieces of your retirement puzzle!

Resources:  Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor  | Subscribe

 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Keil Financial Partners. Keil Financial Partners is a part of the Thrivent Advisor Network, a registered investment advisor. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. 

 

Keil Financial Partners does not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.