Retirement Planning for Women with Marcia Mantell

Jeremy Keil

Jeremy Keil

CFP®, CFA®, Certified Kingdom Advisor®

Read time: minutes

Share this article:

Table of Contents
    Add a header to begin generating the table of contents

    Also Available
    as Podcast & Video

    Listen or watch on your preferred platform.

    Jeremy Keil

    Jeremy Keil

    CFP®, CFA®, Certified Kingdom Advisor®

    Check out the latest podcast episode on retirement planning and Social Security by listening on “Apple Podcasts” or “Spotify Podcasts” and watch more retirement planning videos at YouTube.com/@MrRetirement.

    For decades, retirement and social security content was focused on men, as men occupied the majority of jobs when Baby Boomers were the predominant generation in the workforce. But women have traditionally out-lived their spouses, meaning the primary manager of finances often has to switch from the person who set up their family’s retirement finances to the surviving spouse. 

    The result? Women often feel under-informed and under-supported once their spouse passes away. For this week’s episode of “Retirement Revealed” author Marcia Mantell joins the show to share her perspective and experience teaching retirement financial literacy to women.

    Marcia, an expert in retirement planning, brings her wealth of experience to the discussion, aiming to empower women to take control of their financial future.

    One of the keys to empowering women with their financial future is for women to get involved in financial planning as soon as possible. Marcia highlights the deficiency she sees in the financial industry that often results in a failure to to effectively communicate with women about retirement planning.

    Social Security planning is often settled with the idea that both spouses live the same amount of time in retirement. The reality, however, is often very different. Marcia stresses the importance of understanding Social Security rules and making informed decisions to maximize benefits, especially considering the longevity of retirement.

    One of the things I appreciate most about Marcia is her willingness to share her own experiences on these topics. Her story about developing the “Marcia Freedom Fund” combines the importance of getting involved in your family’s financial planning early with the value of understanding your options in Social Security and retirement.

    You can find Marcia’s books on her website or at Amazon.com.  

    Apple Podcasts: https://podcasts.apple.com/us/podcast/retirement-revealed/id1488769337

    Spotify Podcasts: https://bit.ly/RetirementRevealedSpotify 

    Resources:

    Connect with Jeremy:

    ===

    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/

    ===

    Ready to Build Your Retirement Income Plan?

    • Fiduciary
    • CFP® professionals
    • 20+ years experience
    Jeremy Keil

    Jeremy Keil

    CFP®, CFA®, Certified Kingdom Advisor®

    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.

    7 Questions That Could Make or Break Your Retirement

    Download our FREE guide today.

    Continue Reading