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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Most people spend decades preparing financially for retirement.Far fewer spend time preparing personally.This week on “R...
06/02/2026

Most people spend decades preparing financially for retirement.

Far fewer spend time preparing personally.

This week on “Retire Today” Norman Calvo shared his True Retirement Story. Hear how he transitioned from a high-stress career to a meaningful and adventurous retirement–and how you can go against the norm for your retirement.

👉 Watch the full video here: https://youtu.be/81atmTUjBWE

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



For disclosures and conflicts visit keilfp.com/disclosures.

The  #1 mistake I see people make before retirement is not what you think!Watch my latest video on the Mr. Retirement Yo...
05/29/2026

The #1 mistake I see people make before retirement is not what you think!

Watch my latest video on the Mr. Retirement YouTube channel to find out if you're about to make it: https://youtu.be/P96mxp1CvJo

For disclosures and conflicts visit keilfp.com/disclosures.

05/29/2026

Joe Schmitz Jr. shared a story of how a retired couple came to him after setting a goal to enjoy their retirement years—and two years later realized they hadn’t spent anything. After decades of saving, spending can feel harder than people expect. Sometimes retirement planning means learning how to enjoy the money you worked so hard to build.

Watch the full episode: https://youtu.be/G04JKpKyLJ0

For disclosures and conflicts visit keilfp.com/disclosures.

You saved your whole life for retirement. Perhaps you’re part of the 2% Club Joe Schmitz Jr. described on this week’s ep...
05/28/2026

You saved your whole life for retirement. Perhaps you’re part of the 2% Club Joe Schmitz Jr. described on this week’s episode of the “Retire Today” podcast.

So why aren’t you using your savings now that you’re retired?

Listen to this week’s episode as Joe and I explore the ways utilizing your retirement savings can help you live your retirement in a way that honors the work you put in to build it.

Watch now: https://youtu.be/G04JKpKyLJ0


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.

I recently joined Belle Osvath on the Smarter Planner Podcast to talk about some of the ways I've approached marketing a...
05/27/2026

I recently joined Belle Osvath on the Smarter Planner Podcast to talk about some of the ways I've approached marketing as a financial advisor. Spoiler alert: marketing isn't all about leads.

Listen to the episode here:

Podcast Episode · Smarter Planner Podcast · May 27 · 27m

Are you a part of the 2% Club?My guest this week on the “Retire Today” podcast Joe Schmitz Jr. explains just who qualifi...
05/27/2026

Are you a part of the 2% Club?

My guest this week on the “Retire Today” podcast Joe Schmitz Jr. explains just who qualifies in the 2% Club of retirement and how their challenges differ than the 98% on the other side.

Learn more in the full episode on the Mr. Retirement YouTube channel: https://youtu.be/G04JKpKyLJ0

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


For disclosures and conflicts visit keilfp.com/disclosures.

05/27/2026

Having a pension and $1 million saved sounds like the retirement dream—but it can create a different set of challenges. Joe Schmitz Jr. explains why retirees with higher income often face more taxes, more complexity, and a retirement plan that looks very different from most people’s.

Watch the full episode: https://youtu.be/G04JKpKyLJ0

For disclosures and conflicts visit keilfp.com/disclosures.

Most people assume they need to keep working to meaningfully increase their Social Security benefit. But there’s one sim...
05/22/2026

Most people assume they need to keep working to meaningfully increase their Social Security benefit. But there’s one simple calculation that can completely change how you think about retirement timing.

Watch my latest video on the Mr. Retirement YouTube Channel "Just Work Longer? Your Social Security Benefit May Barely Change if You Do!" https://youtu.be/r8-vqLp9Dyc

For disclosures and conflicts visit keilfp.com/disclosures.

05/22/2026

Social Security isn’t just about maximizing your monthly benefit. Jesse Cramer explains how it can act as a “pressure release valve” during a bear market, helping retirees avoid damaging portfolio withdrawals when markets are down.

Watch the full episode: https://youtu.be/gR2tVs3RGao

For disclosures and conflicts visit keilfp.com/disclosures.

Address

15350 West National Avenue
New Berlin, WI
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Tuesday 8:30am - 4:30pm
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Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

Telephone

+12623338353

Website

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

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