Safe Haven $olutions
Your one-stop-shop for quick, comprehensive, and timely financial advice. Welcome to the Safe Haven $olutions Podcast hosted by Larry Kallevig, Founder and CEO of Haven Financial Group in Burnsville, Minnesota.
Episodes
Larry and Kim dive into how education, discipline, and planning create peace of mind in retirement. From fun community classes to smart diversification and transparent financial partnerships, learn why knowledge truly is power when it comes to your money and your future.
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Larry and Kim tackle the dangers of making hasty financial decisions when emotions run high. Learn simple gut-check tests to keep your plan on track, how to avoid costly mistakes, and why a steady partner can help you navigate uncertainty with confidence and peace of mind.
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Larry and Kim talk about how government shutdowns can ripple into Social Security, Medicare, and cash flow for retirees. Learn what stays protected, what might get delayed, and how to keep your retirement plan on track through uncertain times.
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Larry and Kim break down how government shutdowns really work—and what they mean for retirees. From Social Security and Medicare to market reactions and everyday impacts, they share why awareness matters, but panic doesn’t. It’s a timely conversation about staying informed, keeping perspective, and focusing on what you can control.
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Larry and Kim are joined by attorney Keith Russell to break down how estate taxes really work—and how to avoid costly mistakes. From gifting rules and charitable strategies to wills, trusts, and Minnesota’s unique estate tax laws, they cover practical ways to protect your assets, reduce taxes, and make sure your wishes are carried out the right way.
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Estate planning is more than documents—it’s about preserving your life story. Larry, Kim, and attorney Keith Russell explore how to protect digital assets, capture family memories, and leave behind more than just money. From recording life stories to smart charitable giving and coordinated retirement strategies, this episode is about ensuring your legacy truly reflects who you are.
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Larry and Kim sit down with estate attorney Keith Russell to talk about one of the most overlooked parts of planning—beneficiary designations. They cover common mistakes, probate delays, and how outdated paperwork can send assets to the wrong person. It’s a practical conversation about keeping your loved ones protected and your legacy on track.
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Larry and Kim sit down with estate planning attorney Keith Russell to break down the key differences between wills and trusts—and why having a plan matters for everyone, not just the wealthy. From avoiding probate to naming beneficiaries and keeping family harmony, they share how the right estate plan helps you protect your loved ones and your legacy.
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Larry and Kyle break down smart strategies for building and maintaining a retirement portfolio during inflationary times. From setting the right risk profile to keeping healthy cash reserves and rebalancing with purpose, they share how to stay disciplined, confident, and prepared no matter what the market brings.
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Larry and Kyle break down some of the biggest retirement mistakes they see — from parking too much in cash to chasing high yields, ignoring tax planning, and autopilot withdrawals. They share smart strategies to protect your portfolio, keep more of your income, and make confident decisions even when inflation runs high.
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Larry and Kyle break down how inflation impacts Social Security benefits, Medicare costs, and overall retirement planning. From COLA increases to healthcare expenses and tax coordination, they share strategies to stay prepared and make smarter financial decisions in retirement.
Connect with Haven Financial Group on all platforms!
Larry, Kim, and Kyle dive into how inflation impacts retirees and what you can do to stay ahead. From portfolio construction and Social Security adjustments to interest rates and tariffs, they break down how to protect your purchasing power in a changing economy.
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Larry and Kim unpack why taxes in retirement can be higher than expected—and how smart planning can make a big difference. From RMDs to Social Security, annuities, and moving to tax-friendly states, they cover key ways to keep more of what you’ve earned.
Connect with Haven Financial Group on all platforms!
facebook.com/havenfinancialgroup
Larry and Kim dive into what to consider before selling your home in retirement — from financial planning and timing to taxes, decluttering, and simplifying life. Plus, a look at how proper planning can help make these big transitions smoother.
Connect with Haven Financial Group on all platforms!
facebook.com/havenfinancialgroup
Larry and Kim break down how coordinated planning—covering income, insurance, taxes, and estate planning—can build a solid foundation for your family’s financial future. It’s about setting clear goals, reviewing regularly, and making sure everything works together under one roof.
Connect with Haven Financial Group on all platforms!
In this episode of the Safe Haven Solutions Podcast, Larry Kulvig and Kim explore why open communication about money is one of the most important — and often overlooked — parts of retirement planning. From budgeting and joint accounts to aligning goals and preparing for “what if” scenarios, they offer practical strategies couples can use to build financial confidence together. They also discuss Social Security timing, emergency fun...
Thinking about downsizing or selling your home in retirement? Before you do, make sure you understand the tax implications. In this episode of the Safe Haven Solutions Podcast, Larry Kulvig, founder and CEO of Haven Financial Group, is joined by CPA Lance Larson and co-host Kim to break down how home sales are taxed — and how to avoid unnecessary surprises.
They explain how the primary residence exclusion works, what counts as capi...
Many retirees assume they’ll pay less in taxes once they stop working—but that’s not always the case. In this episode of the Safe Haven Solutions Podcast, Larry Kulvig and CPA Lance Larson break down smart tax strategies designed to help you keep more of your retirement income.
They discuss pensions, IRA withdrawals, Roth conversions, and charitable giving strategies like Qualified Charitable Distributions (QCDs). Plus, they cover ...
Your retirement accounts are more than just savings — they’re a key piece of your tax strategy. In this episode of the Safe Haven Solutions Podcast, Larry Kulvig, founder and CEO of Haven Financial Group, sits down with CPA Lance Larson and co-host Kim to explain how 401(k)s, IRAs, and Roth accounts are taxed, and why timing matters when taking withdrawals.
They also dive into required minimum distributions (RMDs), rollover opportu...
As 2025 winds down, it’s the perfect time to take a closer look at your year-end tax strategy. In this episode of the Safe Haven Solutions Podcast, Larry Kulvig, founder and CEO of Haven Financial Group, is joined by CPA Lance Larson and co-host Kim to unpack practical tax planning moves for retirees. They dive into how Social Security is taxed, what to know about 401(k)s, IRAs, and Roth conversions, and how your home sale could im...
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