Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for our 5-Step Plan for a Well-Balanced Retirement.

In this episode, Jeremy Keil walks you through our 5-step retirement income plan, where each step is designed to help you solve a crucial piece of your retirement puzzle. By focusing on these five steps, you’ll learn how to create a well-balanced retirement plan.

Jeremy discusses:

Check out our Free Retirement Planning Video course at 5stepretirementplan.com where you will learn how to create a consistent retirement income.

1) Spend: how much do you need and when, in retirement?

2) Make: maximize your monthly lifetime income

3) Now: set aside short-term money to pay your bills

4) Later: determine your risk and diversify your long-term investments

5) Legacy: protect against your risks and provide for your family with insurance and estate planning

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Do you want to learn more about retirement planning? Check out the resources below!

If you have any questions, feel free to contact us and we’ll be happy to help you plan for your ideal retirement!

Resources:

Connect With Jeremy Keil:

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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.

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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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