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