Financial Safari with Marty Nevel
Our goal is to look at your personal situation and work with you to make effective and wise decisions in every aspect of your retirement future. Marty Nevel shares details on comprehensive estate planning, to financial and tax plans, and everything in between. Our objective at the Financial Safari is to put you in a position of strength to make your life comfortable and worry free!
Episodes
Marty discusses the strategies that wealthy individuals use to secure their financial future, emphasizing the importance of consistency in saving and investing. He highlights the significance of maxing out tax-advantaged accounts and the necessity of proper estate planning to avoid complications after death. The conversation also touches on humorous money sayings and their relevance today, as well as listener questions about AI in ...
Marty discusses the critical balance between safety and growth in retirement planning. He explores various investment strategies, including high yield savings accounts, annuities, and US Treasury Securities, emphasizing the importance of safeguarding wealth while still achieving growth. The conversation also covers the implications of market downturns, early retirement considerations, and the necessity of managing debt and healthca...
Marty emphasizes the importance of financial literacy in retirement planning, discussing various aspects such as inflation, social security strategies, legal changes, and the risks of financial scams. He provides insights on creating a comprehensive retirement plan, assessing readiness, and understanding tax implications. The episode also features listener questions, highlighting real-life scenarios and solutions.
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Marty discusses the critical financial mistakes that baby boomers often make as they approach retirement. He emphasizes the importance of understanding social security benefits, the necessity of saving, and the potential healthcare costs that can arise. The conversation also covers strategies for income distribution, tax implications, and the significance of planning for long-term care. Listener questions provide additional insight...
Marty discusses the concept of financial independence, emphasizing that it is not merely about accumulating wealth but about gaining the freedom to live life on one's own terms. He explores various aspects of retirement planning, including the importance of passive income, financial literacy, and understanding one's lifestyle needs. The discussion also covers the significance of emergency funds, investment strategies for those in t...
Marty uses Jimmy Buffet lyrics to compare to a good retirement mindset and then moves into a conversation about good savings strategies to walk through that retirement roadmap. He also discusses the importance of transitioning from risk to a safer approach in retirement planning.
Reach Marty at 888-519-9096.
See omnystudio.com/listener for privacy information.
Marty discusses the evolving landscape of retirement, emphasizing the importance of planning for longevity, staying active, and maintaining social connections. He addresses common concerns about financial stability, healthcare costs, and the realities of retirement savings. The discussion also covers the significance of customized retirement plans, the role of risk management, and the impact of market volatility on investment strat...
Marty discusses the essential aspects of retirement planning, emphasizing the importance of starting early, saving adequately, and avoiding common financial missteps. He highlights the need for a comprehensive plan that accounts for various income sources, inflation, healthcare costs, and unexpected expenses. The discussion also covers investment strategies tailored to different life stages, the significance of long-term care plann...
Marty discusses the relationship between wealth and lifestyle, emphasizing that for many, including himself, winning the lottery would not significantly alter their way of living. He highlights the importance of comfort, which he believes is relative to individual experiences and expectations.
Reach Marty at 888-579-9096.
See omnystudio.com/listener for privacy informa...
Marty covers vital moves to consider before the end of the year including tax loss harvesting, Roth conversations, Qualified Charitable Distributions, RMD strategies, and not losing out on Flexible Spending Accounts. He also lays out the facts on longevity and how to remove the risk from “longevity risk.” The discussion then moves to strategic giving at the end of the year.
Reach Marty at 888-519-9096.
In this conversation, Marty emphasizes the necessity of having a retirement plan and outlines five essential steps to initiate the planning process. He discusses the importance of financial security and offers insights into effective investment strategies for retirement savings.
Reach Marty at 888-519-9096.
See omnystudio.com/listener for privacy information.
Marty emphasizes the critical importance of having a structured retirement plan to alleviate financial stress. He discusses modernizing retirement strategies, the significance of understanding 401(k) options, and the nuances of managing debt in retirement. The conversation also addresses listener questions, providing insights into long-term care insurance and effective strategies for utilizing unexpected windfalls.
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Marty discusses the intricacies of retirement planning, focusing on emotional aspects of spending, modern strategies for income diversification, and the importance of having a comprehensive plan to address longevity and family dynamics. The conversation emphasizes the need for preparation and understanding of financial rules to ensure a secure and enjoyable retirement.
Reach Marty at 888-519-9096.
Marty breaks down the five pillars of retirement that every retiree should have in their plan. They are the income, tax. Investment, healthcare, and estate plan pillars. He also reviews some tax changes that are coming in 2026 and discusses the transition from accumulation to decumulation in retirement.
Reach Marty at 888-519-9096.
See omnystudio.com/listener for...
Marty discusses the importance of estate planning, legacy beyond wealth, and the complexities of managing inheritance. He emphasizes the need for ethical wills, family communication, and strategies for charitable giving. The discussion also covers retirement income planning, the bucket strategy, tax implications, and social security strategies. Additionally, Marty addresses the impact of life events on retirement, long-term care co...
Marty discusses various aspects of retirement planning, including the importance of understanding one's money personality. He delves into the dynamics of family relationships during retirement, the significance of frugality versus financial wisdom, and the necessity of having a flexible financial plan. The discussion also covers tax implications for married couples, navigating retirement income, and the emotional ties versus financ...
This conversation explores the various phases of retirement, focusing on the energetic 'go-go years which Marty compares to the A side of a vinyl record and the subsequent slower years, often referred to as 'Side B.' The discussion emphasizes the importance of planning for financial stability, healthcare costs, and emotional well-being throughout retirement. Key topics include the impact of lifestyle inflation, the necessity of leg...
In this conversation, Marty discusses the critical aspects of estate planning, emphasizing the importance of trusts, wills, and proper beneficiary designations. He highlights common pitfalls that individuals face, such as procrastination and misunderstanding the need for estate planning. The discussion also covers the financial implications of losing a spouse, the widow/widower penalty in Medicare, and the necessity of communicatio...
Marty discusses the often surprising transition into retirement, emphasizing the importance of planning and establishing a routine. He highlights the emotional and psychological adjustments retirees face, the significant healthcare costs they may encounter, and the necessity of planning for long-term care. The conversation also covers the importance of financial flexibility in retirement planning, creating a guaranteed income plan,...
Marty explores retirement planning fundamentals, including income replacement strategies, tax considerations, and the significance of planning for longevity. The conversation also addresses emotional investing, withdrawal strategies for retirement savings, and the implications of inherited IRAs. Finally, the role of annuities in retirement planning is discussed, emphasizing the need for safety and security in investment strategies.
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