Retire Today

Roadmap to Retirement: 10 Key Things To Keep in Mind


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#45 – Retirement Planning is more than just focusing on your investments – and you have no control over the market! Today we’ll focus on a non-investment way to get the standard of living you want in retirement.

In this episode, Jeremy Keil discusses 10 key moves you should consider while getting ready to enter retirement. He shares valuable insights from an article by Kiplinger and adds his own unique take on various aspects of retirement including taxes, healthcare costs, and other major expenses.

Jeremy discusses:

  • How to plan for your monthly expenses while adjusting for inflation
  • Ways to achieve an enjoyable retirement lifestyle without compromising your budget
  • Tips for creating a floor income to help you get through unexpected circumstances
  • How to leverage your pension and Social Security to optimize your retirement plan
  • And more
  • Resources:

    • Kiplinger – Road Map to Retirement
    • Why Social Security Could Be the Answer to Your Inflation Concerns | Blog
    • 6 Questions Retirees Aren’t Asking But Should Be
    • Subscribe
    • SS Inflation
    • Connect With Jeremy Keil:

      • (262) 333-8353
      • Keil Financial Partners
      • LinkedIn: Jeremy Keil
      • Facebook: Jeremy Keil
      • LinkedIn: Keil Financial Partners
      • ===

        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/

        ===

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        Retire TodayBy Jeremy Keil

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