Jeremy Keil

Jeremy Keil, founder of Keil Financial Partners, doubled his firm's size in two years by using lead generation services and outsourcing lead follow-up. He discusses how purchasing leads and nurturing them with digital marketing content has accelerated his firm's growth. He also focuses on meeting the unique planning challenges of Harley-Davidson employees and highlights his most valuable client deliverable.

Jeremy Keil, a Certified Financial Planner and author/host of the Retire Today podcast, shares essential retirement planning insights. He emphasizes starting with your spending habits rather than investments to ensure success. Jeremy explains the emotional aspects of retirement and the importance of a robust tax strategy to maximize savings. The conversation also delves into the complexities of private equity in 401(k)s, cautioning listeners on potential risks. Packed with practical advice, this discussion lays the groundwork for a financially secure retirement.

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.