Podcast 18 — How To Avoid Common Investing & Retirement Planning Mistakes
Keil Financial Partners has the privilege of helping clients enter retirement each and every month. Because of this, they have witnessed the mistakes many pre-retirees make that can ultimately impact their ideal retirement.
From common investing mistakes to retirement strategy oversights, Jeremy Keil is breaking down common financial planning missteps today to help you better understand the logic behind these mistakes — and how you can avoid making them.
In this episode, you’ll learn:
- How the fear of missing out can impact the quality of your investing
- Why beating the market is a misguided goal
- The dangers of having too much, or too little, risk
- The value in working with a professional
- The impact of procrastination on your retirement
- And more!
Join Jeremy now to learn how you can avoid making common financial planning mistakes on your journey towards your ideal retirement!
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 18 — How To Avoid Common Investing & Retirement Planning Mistakes
===
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.
Legal & Tax Disclosure
Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.
Advisor Disclosures
Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.
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.
The content of this media should not be reproduced or redistributed without the firm’s written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only.
For important disclosures visit: https://keilfp.com/disclosures/
===
Share:
View/Listen to Retire Today on:
