October 7, 2020

Podcast 25 — Tales From the Dark Side of Planning: Part 1

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With 17 years of financial planning experience, Jeremy Keil has seen it all — including clients he wishes he had met a little earlier so that he could have helped them avoid some major planning pitfalls.

In this episode, Jeremy kicks off a new running series on some of these clients, sharing their stories about the planning lessons they had to learn the hard way in hopes that you can learn from, and avoid, making the same mistakes.

In this episode, you’ll learn:

What you could be missing out on with a black-and-white social security mindset
Why having the right advisor can help you avoid big planning mistakes
Examples of people who were able to maximize their financial pictures
How recognizing your financial behaviors can help you make smart decisions
And more!

Tune in now to discover planning mistakes you don’t want to learn the hard way — and how you can avoid them!

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 25 — Tales From the Dark Side of Planning: Part 1 →

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