Podcast 9 — Tax Planning Versus Tax Advice
Do you know the difference between tax planning and tax advice?
Although many people don’t enjoy doing taxes or even thinking about it, tax planning can have a big impact on your financial life — both now and down the line.
Today, Jeremy Keil dives into the world of taxes, highlighting the differences between tax advice and tax planning and explaining why tax planning is important, especially as you plan for your ideal retirement.
In this episode, you’ll learn:
- Ways you can control your taxes before and after retirement.
- What “effective tax rate” means
- How taxes change after retirement
- How social security impacts your marginal tax rate
- And more!
Join Jeremy now and get ready to take charge of your tax planning as you work towards building 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 9 — Tax Planning Versus Tax Advice
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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.
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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.
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For important disclosures visit: https://keilfp.com/disclosures/
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