

#4 Client Retirement Planning Secrets w/ Jeremy Keil, Retirement Planner & Podcast Host
Apr 5, 2022
Jeremy Keil, retirement planner and podcast host, shares his journey in financial planning and specialization in retirement planning. They discuss the importance of selling a service, strategies to minimize taxes in retirement planning, opportunity zones, personalized pension projections, and the benefits of using a podcast as a tool to reach clients.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Becoming Financial Advisors and Selling a Service
02:07 • 10min
Sheltering Gains and Minimizing Taxes in Retirement Planning
11:38 • 2min
Exploring Opportunity Zones and the Importance of Expert Advice in Retirement Planning
13:51 • 2min
The Benefits of Using a Podcast as a Tool
16:19 • 9min