Jeremy Keil - Keil Financial Partners

Jeremy Keil - Keil Financial Partners Retirement, Investment and Tax Planning That's why we created a 5-step retirement income plan to help you make the best choices with your money.

At Keil Financial Partners we know that figuring out retirement on your own can leave you anxious and finding the right retirement planner can be hard. And why we focus so much on financial education through our blog, guidebooks and Retirement Revealed podcast. Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration with the SEC does not imp

ly a certain level of skill or expertise. Investment advisory activities are delivered through the Alongside, LLC platform. Please visit https://adviserinfo.sec.gov/firm/summary/333587. The information on this page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as investment, insurance, tax, legal, or financial advice. Alongside, LLC, and its affiliates make no representation as to the accuracy of completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content. https://keilfp.com/disclosures/

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Retirement doesn't mean all your investments suddenly become short-term investments.Think about it:At 32, if you plan to...
09/03/2026

Retirement doesn't mean all your investments suddenly become short-term investments.

Think about it:

At 32, if you plan to retire at 62, you might say you have 30 years to invest for the long run.
At 62, you may STILL have money you won't need for another 20 or 30 years.

The difference is that now you also have short-term needs because you're withdrawing money from your portfolio.

That's why retirement investing isn't simply about becoming "more conservative."
It's about matching your money to when you'll actually need it.

Watch the full Retire Today podcast: https://youtu.be/vm5XgR7BWjs



Apple Podcasts: https://podcasts.apple.com/us/podcast/retire-today/id1488769337
Spotify Podcasts: https://bit.ly/RetireTodaySpotify
Retire Today Blog: RetireTodayPodcast.com

For disclosures and conflicts visit keilfp.com/disclosures.

09/02/2026

Some of the biggest retirement investing mistakes start with ideas that sound perfectly reasonable. Should you move to cash when the market looks expensive? Are dividend stocks safer? Instead of building your investments around predictions, explore why your strategy should start with what you actually need your money to do: https://youtu.be/vm5XgR7BWjs



For disclosures and conflicts visit keilfp.com/disclosures.

"The market looks expensive. Should I move everything to cash and buy back after the correction?"It sounds reasonable.Bu...
09/01/2026

"The market looks expensive. Should I move everything to cash and buy back after the correction?"

It sounds reasonable.

But to make it work, you need to correctly decide when to get out AND when to get back in.

Instead, I prefer separating the decision into short-term and long-term needs.

Money you'll need soon shouldn't necessarily depend on short-term stock market performance. Money you won't need for decades has a different job.

Build your investments around when you need the money—not your prediction of where the market goes next.

Watch the full Retire Today podcast. https://youtu.be/vm5XgR7BWjs

Subscribe to listen to every Tuesday on Apple Podcasts and Spotify.
www.youtube.com/
RetireTodayPodcast.com



For disclosures and conflicts visit keilfp.com/disclosures.

08/28/2026

You can be retired with millions of dollars invested and a bank tells you “sorry, you can’t afford a mortgage.”

What gives?

Getting a mortgage in retirement can be trickier than it should be, but having a plan and turning your investments into income assets can make a difference when pursuing a loan or mortgage.

Watch the full episode to learn more: https://youtu.be/H4WXLWLuHi0



For disclosures and conflicts visit keilfp.com/disclosures.

You can have millions of dollars invested and still have a bank tell you that you don't have enough income for a mortgag...
08/27/2026

You can have millions of dollars invested and still have a bank tell you that you don't have enough income for a mortgage.

I've seen it happen.

Retirement changes the way some financial decisions work because your paycheck disappears—even though your financial resources haven't.

That's why it's worth thinking ahead if you expect to apply for a mortgage, line of credit, or apartment after you retire. You may need to establish a predictable stream of distributions from your assets so you have an income trail that a lender or landlord can evaluate.

It's one of those retirement decisions that doesn't get much attention until suddenly you need to make it.

Watch this week’s episode of “Retire Today”: https://youtu.be/H4WXLWLuHi0



Apple Podcasts: https://podcasts.apple.com/us/podcast/retire-today/id1488769337
Spotify Podcasts: https://bit.ly/RetireTodaySpotify
Retire Today Blog: RetireTodayPodcast.com

For disclosures and conflicts visit keilfp.com/disclosures.

08/26/2026

Retirement planning goes far beyond your investment portfolio, Social Security, and taxes. After helping hundreds of people retire, we find that some of the biggest questions involve everyday decisions like insurance, mortgages, and finding the right balance between safety and risk. Retirement isn't just about managing money—it's about making good decisions.

Watch the full episode: https://youtu.be/H4WXLWLuHi0



For disclosures and conflicts visit keilfp.com/disclosures.

You might be preparing to retire feeling like you’ve got a good idea how it’s going to go.From investing to Social Secur...
08/25/2026

You might be preparing to retire feeling like you’ve got a good idea how it’s going to go.
From investing to Social Security to healthcare, the bases look covered from where you’re standing.

These are important parts of retirement, but after working with hundreds of retirees I’ve learned that there are some questions that people seem to be caught off guard by on a regular basis.

What are they? Watch this week’s episode of “Retire Today”: https://youtu.be/H4WXLWLuHi0

Subscribe to listen to every Tuesday on Apple Podcasts and Spotify.
www.youtube.com/
RetireTodayPodcast.com



For disclosures and conflicts visit keilfp.com/disclosures.

08/21/2026

One person earned less, saved consistently, paid off the mortgage, and built wealth. The other earned roughly $300,000 a year and enjoyed more of that income along the way.

Now that both are retired, their priorities—and their financial situations—look very different. These contrasting stories build up to an important question: What does it actually mean to win at retirement?

https://youtu.be/FVbs7kVxOzw

For disclosures and conflicts visit keilfp.com/disclosures.

A high income can help you build wealth.But it doesn't automatically mean you'll feel wealthy in retirement.I've worked ...
08/20/2026

A high income can help you build wealth.

But it doesn't automatically mean you'll feel wealthy in retirement.

I've worked with retirees who earned relatively modest incomes but consistently lived below their means, paid off debt, and built financial independence over time.

I've also worked with people who earned considerably more but built a lifestyle that required much more money to maintain.

That's one reason I've been thinking about a different way to measure retirement success.

Maybe winning isn't about how much you earned during your career or how impressive your lifestyle looks.

Maybe it's about reaching the point where your money supports the people, experiences, and priorities that matter most to you.

How would you define winning at retirement?

Watch the full Retire Today podcast and share your answer: https://youtu.be/FVbs7kVxOzw

Apple Podcasts: https://podcasts.apple.com/us/podcast/retire-today/id1488769337
Spotify Podcasts: https://bit.ly/RetireTodaySpotify
Retire Today Blog: RetireTodayPodcast.com

For disclosures and conflicts visit keilfp.com/disclosures.

08/19/2026

One retiree never earned more than $80,000 a year. Another consistently earned over $300,000. Which one enjoys retirement more?

This week on the "Retire Today" podcast" we challenge the idea that winning at retirement is defined by a bigger income, more expensive vacations, or a more luxurious lifestyle—and put the question to you instead: what does a successful retirement really looks like?

Watch the full episode: https://youtu.be/FVbs7kVxOzw

For disclosures and conflicts visit keilfp.com/disclosures.

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