Designing Your Best Retirement Solution | Podcast

#35 – Should you take your Social Security early or late? Should you opt for a monthly pension payment or a lump sum? Should you invest for growth or for income?

If you are struggling with even one of these questions, this episode is for you!

In this episode, Jeremy Keil explores the ideas of Nobel laureate Dr. Robert Merton on the ideal retirement solution. In addition to discussing Dr. Merton’s key principles for achieving a good retirement, Jeremy shares his own expert insight on the most significant things to consider to make better decisions with your money.

In this episode, you’ll learn:

• Why retirement planning can vary for every individual based on their unique situation
• How to achieve your desired standard of living through a replacement income
• The two most effective tools of retirement – annuities and reverse mortgages
• Ways to evaluate the costs and benefits associated with every major retirement decision
• And more!

Tune in now to learn how you can design a comprehensive plan to achieve your ideal retirement!

Resources:

• Keil Financial Partners
• Dr. Robert C. Merton
• Interview with Dr. Robert Merton, Retirement Management Journal by Investments & Wealth Institute
• Podcast #29 – Reverse Mortgages – With Steve Kalscheur
• Blog: 5 Ways a Reverse Mortgage can Improve your Retirement
• 3 Keys You Should Know Before Choosing a Financial Advisor 
• 6 Questions Retirees Aren’t Asking But Should Be 
• Subscribe

===

Disclosures

Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.

All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.

This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.

The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or econom