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
Continue reading Podcast 15 — What You Need To Know Before You Retire
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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.
All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.
This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.
The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.
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Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A.
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For important disclosures visit: https://keilfp.com/disclosures/
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