When you pass away, you’re likely going to leave behind some money or some bills. That’s why it’s important to plan ahead so you can ensure your loved ones are prepared for whatever you leave behind.

Today, Jeremy Keil is back with the fifth and final step in his 5-Step Retirement Revelation process, which is all about helping you explore what you’ll leave behind to your loved ones. In this information-packed conversation, Jeremy highlights important considerations for your legacy planning.

In this episode, you’ll learn:

Tune in now to discover ways to prepare for what you’ll leave behind for your loved ones!

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 8 — What Are You Leaving Behind? →

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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.

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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.

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