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Jeremy Keil - Keil Financial Partners

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Jeremy Keil - Keil Financial Partners

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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 imply 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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11/03/2026

You can have enough money to retire and still feel like you don't have enough.

That's something Bruce Fear and I discussed on the latest Retire Today podcast.

What does it mean to have an “Unhurried Abundance” and how can you obtain it for yourself? Listen to this week’s episode today to learn more: https://youtu.be/dGpOttqseOo

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

For disclosures and conflicts visit keilfp.com/disclosures.

10/30/2026

Could a $1,000 Roth conversion trigger $1,800 in additional Medicare premiums? Freeman Linde explains how crossing an income threshold can create an unexpected Medicare cost, even when the Roth conversion itself is relatively small. Understanding Medicare IRMAA and other tax-related thresholds is an important part of retirement tax planning.

Watch the full episode to learn more about lifetime tax planning and its impact on retirement: https://youtu.be/IfnO_too580

For disclosures and conflicts visit keilfp.com/disclosures.

10/29/2026

Should you do a Roth conversion before retirement?

I get that question quite a bit.

But I don't think the most useful answer is simply yes or no.

As I explain in my book Retire Today, the golden rule of Roth conversions is figuring out how much to convert and for how long.

You need to consider your current tax rate, what your taxes might look like in retirement, and how additional income could affect things like Medicare premiums and Social Security taxation.

Freeman Linde and I recently discussed why paying taxes now can sometimes make sense—and why it can also be better to defer them.

There's no single answer that works for everyone.

The important part is evaluating the decision within your retirement plan rather than following a rule of thumb.

Hear our conversation on the latest Retire Today podcast: https://youtu.be/IfnO_too580

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.

10/28/2026

Paying less in taxes doesn't always mean you're coming out ahead. Freeman Linde explains why some tax-saving strategies can actually leave you with less money overall. When planning for retirement, the goal isn't simply to reduce your tax bill—it's to consider how much money you'll have left after taxes.

Watch the full episode: https://youtu.be/IfnO_too580

For disclosures and conflicts visit keilfp.com/disclosures.

10/27/2026

A smaller tax bill doesn't always mean a better financial outcome.

That's one of the most important distinctions Freeman Linde and I discussed when talking about retirement tax planning.

Evaluate retirement taxes as part of a long-term plan rather than a series of annual tax returns.

The goal isn't simply to pay less in taxes today.

It's to understand how your tax decisions affect the money available to support your retirement over time.

Watch the latest Retire Today podcast: https://youtu.be/IfnO_too580

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

For disclosures and conflicts visit keilfp.com/disclosures.

10/24/2026

Medicare enrollment isn't the same for everyone turning 65. Qualifying employer coverage matters. Roth conversions and other income decisions can affect future Medicare premiums.

Reviewing your coverage every year is important—even when your health needs haven't changed.

Watch the full episode: https://youtu.be/e8TErpVjcTM

For disclosures and conflicts visit keilfp.com/disclosures.

10/23/2026

10,000 LinkedIn followers today!

Thank you for caring to hear my thoughts on how to make great retirement decisions.

Now if only it was a YouTube plaque my kids might think I’m cool. 😎

10/23/2026

Did you know that retiring can sometimes give you a reason to ask Medicare to lower your premiums?

I worked with a couple whose Medicare premiums were roughly $5,000 higher because Medicare was looking at income from two years earlier.

They had since retired, and their income had changed.

After reviewing their situation, we helped them pursue Medicare's life-changing event process. Their request was approved, reducing those additional Medicare costs.

That won't work for every situation. A Roth conversion or investment sale, for example, generally isn't a qualifying life-changing event by itself.

But it's a good reminder that Medicare and retirement planning go together.

I cover this and four other common Medicare mistakes in the latest Retire Today podcast.

And if you have Medicare Advantage or Part D coverage, remember that annual Open Enrollment runs October 15 through December 7.

Even if nothing has changed for you, your plan may have changed.

Watch now: https://youtu.be/e8TErpVjcTM

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.

10/22/2026

Turning 65 means navigating Medicare Advantage, Medigap, prescription drug plans, and Medicare Parts A, B, and C. With so many choices, it's easy to feel overwhelmed. Medicare decisions can be confusing, especially when you're used to having health insurance through your employer.

Watch the full episode: https://youtu.be/e8TErpVjcTM

For disclosures and conflicts visit keilfp.com/disclosures.

10/21/2026

Turning 65 doesn't automatically mean everyone should make the same Medicare decisions.

Some people are enrolled automatically.

Others need to sign up.

And if you're still working, whether you can delay Medicare may depend on the type of employer coverage you have.

That's one of five Medicare mistakes I recently covered in an article for Kiplinger and on the Retire Today podcast.

The five areas I encourage people to review are:
- Assuming Medicare enrollment is automatic
- Thinking all employer health coverage qualifies the same way
- Confusing Medicare Advantage, Medigap, and Parts A, B, and D
- Overlooking how income affects Medicare premiums
- Failing to review Medicare coverage every year

Medicare isn't just a healthcare decision. It can also affect retirement spending, taxes, and the timing of other financial decisions.

If you're approaching 65, it's worth understanding which rules apply to your situation before making an enrollment decision.

👉 Watch the full video here: https://youtu.be/e8TErpVjcTM

Read the Kiplinger article: https://www.kiplinger.com/retirement/medicare/medicare-mistakes-to-avoid
Subscribe to listen to every Tuesday on Apple Podcasts and Spotify.
www.youtube.com/
RetireTodayPodcast.com

For disclosures and conflicts visit keilfp.com/disclosures.

Address

15350 West National Avenue
New Berlin, WI
53151

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 3pm

Telephone

+12623338353

Website

https://keilfp.com/, https://keilfp.com/blogpodcast/, https://www.youtube.com/@MrRetirement

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