Podcast 2 — Your 5-Step Retirement Revelation

Retiring is not easy, but Jeremy Keil and his team strive to make it easier by guiding clients through certain steps to help them get to where they want to go. They like to call this their 5-Step Retirement Revelation process.

Today, Jeremy breaks down each step of the process and what it entails, including examples of why each one is essential for achieving your ideal retirement.

In this episode, you’ll learn:

• Common misconceptions around retirement planning
• Three guiding principles Jeremy uses to help clients discover their needs
• When people should start planning for retirement
• The importance of planning for life’s unexpected events
• How sequence of return risk impacts your retirement
• And more

Tune in now to learn about Keil Financial Partners’ 5-Step Retirement Revelation process and how it can help you put together the pieces of your retirement puzzle!

Resources:  Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be Whitepaper | 3 Keys You Should Know Before Choosing A Financial Advisor Whitepaper | Sequence of Return Risk Chart (Source: Wade Pfau www.RetirementResearcher.com)

Continue reading Podcast 2 — Your 5-Step Retirement Revelation →

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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.

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