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/
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