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Innhold levert av Jeremy Keil. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jeremy Keil eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Building a Path to Financial Freedom

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Manage episode 418370501 series 2994840
Innhold levert av Jeremy Keil. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jeremy Keil eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Financial freedom can be within reach if you utilize accurate forecasting, sound investing principles and the correct lens on your retirement years.

Many view retirement as a finish line, marking the end of a journey. My “Retirement Revealed” guest for this week’s episode, Eric Brotman, challenges that perspective and reframes it into another common tradition: graduation.

Eric founded BFG Financial Advisors in 2003 with the goal of helping busy, successful professionals and families plan for lifelong prosperity. His latest book, “Don’t Retire…Graduate!” takes a deeper look at what it takes to build a path to financial freedom and retirement at any age.

I appreciated Eric’s way of framing retirement as a step forward, not a retreat. He emphasizes seeing retirement as an opportunity for advancement into a new stage of life, advocating for financial independence over the necessity of work.

We delve into global interpretations of retirement, where Eric points out how language and cultural perspectives can shape our views. He shares insights from different cultures that redefine retirement, suggesting a broader, more positive outlook. I also found it interesting that our experience working with retirees equally suggested that people tend to focus more on the financial aspect of retirement before they retire, but once they do retire, it becomes less of a focus than they anticipated.

Eric reveals his ‘three secrets of the happiest retirees’: living debt-free, maintaining health, and finding a new purpose in life. These pillars, according to Eric, support a satisfying and vibrant retired life.

I always enjoy when someone can translate the principles of retirement planning into a format that resonates with a near-retiree in a way that other traditional terms might not. Eric’s insights offer a refreshing perspective on retirement. It’s not just about financial planning, but about redefining our later years as a time of growth and enjoyment. His book, ‘Don’t Retire, Graduate,’ provides a roadmap for those looking to make the most of their retirement years.

Don’t forget to leave a rating for the “Retirement Revealed” podcast if you’ve been enjoying these episodes!

Subscribe to Retirement Revealed to get new episodes every Wednesday.

Apple Podcasts: https://podcasts.apple.com/us/podcast/retirement-revealed/id1488769337

Spotify Podcasts: https://bit.ly/RetirementRevealedSpotify

Additional Links:

Connect With Jeremy Keil:

Disclosures:

Content

Results and figures presented within the above links are hypothetical, unaudited and are intended for illustrative purposes only.

Liability

Keil Financial Partners assumes no liability or responsibility for any errors, omissions, or other issues with the links and their respective contents. This includes both the website content and any potential bugs, viruses or other technical threats.

No Tax Advice

Keil Financial Partners does not provide any tax advice. No information or results from the links should be interpreted as tax advice. Please seek guidance from a qualified tax professional for any and all tax-related matters.

No Investment Advice

The content and information provided through the links should not be interpreted as being investment advice or a recommendation of suitability for any particular security, portfolio of securities, transaction, or investment strategy, or related decision. Please seek assistance from a qualified investment professional for any and all investment matters.

Investment Risk

Investments may increase or decrease significantly. All investments are subject to risk of loss.

General Disclosure

Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Keil Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies. Please visit our website www.keilfp.com for important disclosures.

  continue reading

196 episoder

Artwork
iconDel
 
Manage episode 418370501 series 2994840
Innhold levert av Jeremy Keil. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jeremy Keil eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Financial freedom can be within reach if you utilize accurate forecasting, sound investing principles and the correct lens on your retirement years.

Many view retirement as a finish line, marking the end of a journey. My “Retirement Revealed” guest for this week’s episode, Eric Brotman, challenges that perspective and reframes it into another common tradition: graduation.

Eric founded BFG Financial Advisors in 2003 with the goal of helping busy, successful professionals and families plan for lifelong prosperity. His latest book, “Don’t Retire…Graduate!” takes a deeper look at what it takes to build a path to financial freedom and retirement at any age.

I appreciated Eric’s way of framing retirement as a step forward, not a retreat. He emphasizes seeing retirement as an opportunity for advancement into a new stage of life, advocating for financial independence over the necessity of work.

We delve into global interpretations of retirement, where Eric points out how language and cultural perspectives can shape our views. He shares insights from different cultures that redefine retirement, suggesting a broader, more positive outlook. I also found it interesting that our experience working with retirees equally suggested that people tend to focus more on the financial aspect of retirement before they retire, but once they do retire, it becomes less of a focus than they anticipated.

Eric reveals his ‘three secrets of the happiest retirees’: living debt-free, maintaining health, and finding a new purpose in life. These pillars, according to Eric, support a satisfying and vibrant retired life.

I always enjoy when someone can translate the principles of retirement planning into a format that resonates with a near-retiree in a way that other traditional terms might not. Eric’s insights offer a refreshing perspective on retirement. It’s not just about financial planning, but about redefining our later years as a time of growth and enjoyment. His book, ‘Don’t Retire, Graduate,’ provides a roadmap for those looking to make the most of their retirement years.

Don’t forget to leave a rating for the “Retirement Revealed” podcast if you’ve been enjoying these episodes!

Subscribe to Retirement Revealed to get new episodes every Wednesday.

Apple Podcasts: https://podcasts.apple.com/us/podcast/retirement-revealed/id1488769337

Spotify Podcasts: https://bit.ly/RetirementRevealedSpotify

Additional Links:

Connect With Jeremy Keil:

Disclosures:

Content

Results and figures presented within the above links are hypothetical, unaudited and are intended for illustrative purposes only.

Liability

Keil Financial Partners assumes no liability or responsibility for any errors, omissions, or other issues with the links and their respective contents. This includes both the website content and any potential bugs, viruses or other technical threats.

No Tax Advice

Keil Financial Partners does not provide any tax advice. No information or results from the links should be interpreted as tax advice. Please seek guidance from a qualified tax professional for any and all tax-related matters.

No Investment Advice

The content and information provided through the links should not be interpreted as being investment advice or a recommendation of suitability for any particular security, portfolio of securities, transaction, or investment strategy, or related decision. Please seek assistance from a qualified investment professional for any and all investment matters.

Investment Risk

Investments may increase or decrease significantly. All investments are subject to risk of loss.

General Disclosure

Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Keil Financial Partners and Thrivent Advisor Network, LLC are not affiliated companies. Please visit our website www.keilfp.com for important disclosures.

  continue reading

196 episoder

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