Podcast 19 — Harley-Davidson Employees: What You Need to Consider Around Your Retirement & Severance Package
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In July 2020, Harley-Davidson Inc. announced that it will be eliminating 700 positions, leaving many employees with severance or early retirement packages.
If you’re a Harley-Davidson employee, how can you make the most of your retirement or severance?
Today, Jeremy Keil shares his insight and experience from working with Harley-Davidson employees and the considerations these employees should keep in mind when offered early retirement or severance packages.
In this episode, you’ll learn:
- Three success secrets of a Harley-Davidson retirement or severance
- Why you need to look at your overall financial picture with every decision you make
- How the timing of your severance or retirement can drastically change your tax planning picture
- Why you should think twice when rolling your 401(k) over to an IRA
- Two ways to figure out if you have the right financial advisor for you
- And more!
Join Jeremy now and discover how you can make the most of your retirement or severance package from Harley-Davidson!
Resources: Keil Financial Partners: (262) 333-8353 | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor | Podcast #5: Planning Ahead For Social Security | Harley-Davidson Retirement Checklist
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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.
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/
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Ready to Build Your Retirement Income Plan?
Jeremy Keil, CFP®, CFA®, CKA®, is a financial advisor and owner of Keil Financial Partners. He helps people within five years of retirement make the right decisions around income, taxes, and investments. Jeremy is the author of Retire Today and has been featured in Kiplinger, The Wall Street Journal, and other national publications.
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