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.

Jeremy Keil, a retirement-focused financial advisor and author, shares his journey of developing the five-step Retirement Master Plan. He highlights how creating a tangible, repeatable process can transform client experiences and enhance business efficiency. Jeremy emphasizes the importance of defining an ideal client, refining messaging, and building standard operating procedures to improve teamwork and delivery. He also discusses how writing his book, Retire Today, has amplified referrals and helped in client acquisition. This conversation is a treasure trove of actionable insights for advisors.

Join financial planner Jeremy Keil, author of 'Retire Today', as he navigates the intricacies of pre-retirement planning. He highlights the importance of emotional and financial readiness, recommending trial runs to test your retirement lifestyle. Discover how to leverage Social Security as a form of lifetime insurance and learn about optimizing benefits for couples. Jeremy also dives into the significance of longevity in planning and shares strategies like Roth conversions to minimize taxes. Prepare for the unexpected with insights on legacy risks and long-term care.