EP 090 Jeremy Keil, Financial planner – Keil Financial Partners

Grow Your Business and Grow Your Wealth

English - April 06, 2022 04:00 - 20 minutes
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Previous Episode: EP 089 Tyson Koska, Founder – OnTrajectory

Next Episode: EP 091 Jack Hales, Founding partner – Hales & Sellers PLLC

Jeremy Keil, CFP®, CFA is a retirement focused financial planner with Keil Financial Partners, and host of the Retirement Revealed blog and podcast.

Jeremy’s insights include:

What led to Jeremy becoming a financial planner

The common mistakes people make with their retirement planning

Why you need a plan before and after investing

Deciding what to do with your long-term and short-term money

The five step retirement process Keil Financial Partners offers

Advice he would give his younger self about retirement

The importance of learning about your 401K plan

Why it is so important to plan ahead at least 5-10 years for your retirement

Enjoy the show!

Connect with Jeremy:

Website: https://keilfp.com/
Podcast/Blog: https://keilfp.com/blogpodcast/

Connect with Gary:

Website: https://sbadvisors.cc/
Facebook: https://www.facebook.com/SmallBusinessAdvisors
LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/
Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeremy Keil, CFP®, CFA is a retirement focused financial planner with Keil Financial Partners, and host of the Retirement Revealed blog and podcast.

Jeremy’s insights include:

What led to Jeremy becoming a financial planner
The common mistakes people make with their retirement planning
Why you need a plan before and after investing
Deciding what to do with your long-term and short-term money
The five step retirement process Keil Financial Partners offers
Advice he would give his younger self about retirement
The importance of learning about your 401K plan
Why it is so important to plan ahead at least 5-10 years for your retirement

Enjoy the show!

Connect with Jeremy:

Website: https://keilfp.com/

Podcast/Blog: https://keilfp.com/blogpodcast/

Connect with Gary:

Website: https://sbadvisors.cc/

Facebook: https://www.facebook.com/SmallBusinessAdvisors

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices