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
Summer is a great time to experience all that retirement has to offer. When the weather is warmer and people are on their summer breaks, there are so many activities and plans you can make to enjoy the best of life. Ultimately, the goal of retirement planning is to set yourself up to have the kind of amazing summers you want without making costly mistakes. Let's discuss!
To learn more visit havenfinancialgroup.com today!
You’ve spent most of your life and working years saving and investing for your retirement. But what comes next? The transition from accumulation to income generation isn’t just a snap of the fingers. In fact, it’s a whole new approach to thinking about your wealth, your goals, and what your money can do for you. Let's discuss!
To learn more visit havenfinancialgroup.com today!
Whether inflation is at 1% or 10%, it’s important to have a long-term strategy for how to address it in retirement. The cumulative effects can diminish how far your hard-earned savings really go. So, let’s jump in to understand what options and strategies you might consider to fight inflation.
To learn more, visit havenfinancialgroup.com today!
When it comes to your finances, hopefully, you’ve found strategies that already account for inflation risks. However, sometimes you might notice that there’s a gap. If that’s the case, you might be considering changing a thing or two about your retirement approach. So, let's understand the misconceptions associated with inflation and the costs of adjusting your financial strategy.
To learn more, visit havenfinancialgroup.com toda...
Jerome Powell, the chairman of the Federal Reserve, issued some statements on the state of inflation and what he sees as the road to economic stability. While a recession would have to occur to bring prices back down to where they were, there’s hope to balance the economy in a more stable way. Let's discuss!
To learn more, visit havenfinancialgroup.com today!
Inflation has been prevalent in our lives for many years now. Since 2020, total inflation is reported to be around 23%, and for certain staple items you might find at the grocery store, it’s even more. As we've all heard, the price of eggs nearly doubled! So let’s discuss further to help you understand the total effect of inflation on your retirement finances.
To learn more visit havenfinancialgroup.com today!
The truth is, one of the largest expense categories in retirement is tax. The good news, is that you have more control than you think over how your money is taxed in retirement. Let's discuss!
For more information, visit havenfinancialgroup.com today!
Whether you’ve lived in your home for decades, or you’ve hopped houses every few years, the taxes associated with a home sale are important to understand. Stay tuned as Larry and Kim discuss what you need to know about home sale taxes and your retirement strategy.
For more information, visit havenfinancialgroup.com today!
One of the most common sources of retirement income is in the form of IRAs and 401(k)s. But what makes these different than just a regular brokerage account? The crucial differences come down to the way they’re taxed. Let's discuss!
To learn more visit havenfinancialgroup.com today!
Social Security may seem like a solid safety net for your retirement income needs. While it’s designed to be a crucial support system, it’s not the end-all-be-all for your income needs - especially because portions of it can be subject to an income tax!
To learn more visit havenfinancialgroup.com today!
Tax policy often feels like background noise, until it directly affects your retirement. The recent passage of President Trump’s “One Big Beautiful Bill” in the House is one of those moments. While the bill still awaits Senate approval, its sweeping tax changes and spending cuts could have significant implications for retirees and pre-retirees. Here’s what you need to know.
To learn more, visit havenfinancialgroup.com today!
There are moments in the financial world that may not cause immediate panic, but should spark thoughtful reflection. Moody’s recent decision to downgrade its outlook on U.S. Treasury bonds is one of those moments. It’s not about headlines meant to scare; it’s about understanding the long-term implications and the ripple effects for those planning their retirement. Here’s what you need to know…
To learn more visit havenfinancialgr...
In a world where market swings, credit downgrades, and rising interest rates make headlines, it’s easy to wonder what role conservative investing still plays in retirement. But for many retirees and pre-retirees, preserving what they’ve worked so hard to build is their main priority. Conservative investing isn’t just a mindset, it’s a strategy that when done right, can create stability, income, and peace of mind in retirement. Let'...
When building or adjusting your tax strategy, there are key mistakes to avoid that could set you back. So let’s jump into some common tax missteps so you can plan around them accordingly.
To learn more visit havenfinancialgroup.com today!
For many, college is an expensive yet necessary cost. However, the cost of college has significantly increased, so people turn to family for support in financing it. As this becomes the new norm, its increasingly important to take advantage of college-saving tools and strategies. Let's discuss!
To learn more visit havenfinancialgroup.com today!
Taxes could be one of your largest retirement expenses… but they also might be more controllable once you enter retirement. Tax treatment for IRAs, 401(k)s, and Social Security may be different than standard income, and how you strategically manage your savings in preparation for retirement could mean preventing a taxable event. Let's dive in!
To learn more visit havenfinancialgroup.com today!
The Social Security Administration often provides cost-of-living adjustments. Now, you might be happy about lower inflation levels and general price stability, but if you were counting on another large increase to your Social Security check, you might be realizing you have to change your plans… so let’s discuss!
To learn more visit havenfinancialgroup.com today!
Planning for a stable retirement isn’t just about saving, it’s about turning those savings into reliable income. That’s where annuities come in. They offer a way to protect your nest egg, create steady income for life, and tailor your plan to fit your goals. Whether you’re looking to guard against market volatility or leave something behind for loved ones, annuities can provide powerful solutions.
To learn more, visit havenfinan...
Insurance can be a powerful tool in retirement if you use it wisely. But overlooking the fine print, or buying the wrong coverage can lead to expensive mistakes. From gaps in healthcare coverage to underestimating long-term care costs, retirees often miss key details that matter. Today, we’re unpacking the most common insurance missteps and how to avoid them.
To learn more, visit havenfinancialgroup.com today!
A secure retirement isn’t just about what you’ve saved—it’s about how you protect it. Life insurance can help cover final expenses, support your loved ones, or even supplement your income. From tax advantages to legacy planning, understanding your options can make a big difference. Let's discuss!
To learn more, visit havenfinancialgroup.com today!
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