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
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss why tax planning is an important part of preparing for retirement. They explore how taxes can impact retirement income, the importance of planning ahead, and strategies such as Roth conversions and balancing pre-tax and Roth accounts. They also discuss how Social Security, retirement account withdrawals, and estate planning can all play a role in cr...
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss one of the most important decisions retirees face: when to begin claiming Social Security. They explore how factors such as age, marital status, employment, taxes, and other sources of income can impact the right timing for each individual. They also discuss the importance of understanding Social Security benefits, cost-of-living adjustments, and cr...
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss what it really means to thrive, not just survive, in retirement. They explore the importance of starting a retirement plan early, creating a strategy tailored to your unique goals and circumstances, and regularly adjusting that plan as life changes. They also discuss why it is never too late to start planning, the importance of building sustainable ...
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and Kyle Thomas discuss why a fulfilling retirement is about more than just having enough money. They explore the importance of planning around your values, goals, travel, family, unexpected expenses, caring for aging parents, and creating a lasting impact for future generations. They also discuss how having a personalized plan can provide the confidence and ...
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and Kyle Thomas discuss common mistakes that can impact your ability to sustain a comfortable retirement. They explore the importance of planning for longevity, maintaining the right balance between growth and protection, understanding your investment risk, keeping beneficiaries and financial documents up to date, and avoiding emotional financial decisions. T...
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and Kyle Thomas discuss strategies that can help retirees stay financially flexible when life brings unexpected expenses or changes. They explore reallocating investments as retirement approaches, making the most of windfalls, reviewing recurring expenses, and simplifying or selling assets that are no longer needed. They also discuss the importance of maintai...
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and Kyle Thomas discuss one of the biggest questions people face when preparing for retirement: Do I have enough money, and will it last? They explore the importance of creating a sustainable income strategy, planning for essential expenses, accounting for inflation and unexpected costs, and maintaining an emergency fund. They also discuss why retirement plan...
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim focus on Social Security and how the timing of benefits can impact your retirement income. They discuss when to claim, how your individual circumstances can influence the decision, and why relying on someone else’s strategy may not be the right approach. They also cover Social Security planning, Medicare, and the importance of looking at the full pict...
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim explore important questions around wealth transfer and inheritance. They discuss how trusts can provide greater control over how assets are distributed, why thoughtful planning matters when passing down real estate and other assets, and how life insurance may play a role in creating a more tax-efficient legacy. They also emphasize the importance of regularl...
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim dive deeper into the Great Wealth Transfer and the role estate planning can play in protecting and passing down assets. They discuss the basics of trusts, probate, beneficiary designations, privacy, and tax efficiency, while emphasizing the importance of communication and making sure your financial accounts align with your estate plan.
Connect with Ha...
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss the upcoming Great Wealth Transfer and what Gen X should be doing now to prepare. They explore the importance of having a solid estate plan, communicating with family about financial wishes, understanding wills, trusts, beneficiaries, and probate, and making thoughtful decisions about taxes and asset transfers. They also discuss why an inheritance s...
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss the power of compound growth and why starting early can make such a meaningful difference in your retirement. They explore the importance of consistency, discipline, diversification, and regularly reviewing your financial plan as life changes. They also discuss how simplifying and consolidating accounts, staying on top of tax planning, and having a ...
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim take a closer look at the benefits of Roth accounts and how they can fit into a broader retirement strategy. They discuss tax-free growth and withdrawals, Roth conversions, beneficiary considerations, and why having a mix of account types can give you more flexibility in retirement. They also highlight the importance of starting early and working with a pro...
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss how creating reliable income can help simplify retirement and provide greater financial confidence. They explore key income sources including Social Security, pensions, retirement accounts, annuities, and even part-time work, along with the importance of making informed decisions about when and how to use each. They also highlight the role taxes can...
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss how a thoughtful retirement strategy can help create consistency, stability, and confidence for the years ahead. They explore the importance of starting early, creating reliable income, managing market volatility, and balancing growth with protecting your savings. They also discuss how fixed annuities may fit into certain retirement strategies and w...
Retirement planning can come with plenty of potential pitfalls, but knowing what to look for can help you avoid costly mistakes. In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and insurance expert Glenn Ramey discuss common mistakes surrounding health care, Medicare, long-term care, life insurance, and annuities. They highlight the importance of planning for the full cost of health care, keeping beneficia...
Annuities can be an important part of a retirement strategy, but understanding what you own and how it fits into your overall plan is key. In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and insurance expert Glenn Ramey break down the different types of annuities and discuss how they may be used for guaranteed income, diversification, principal protection, and long-term care planning. They also highlight t...
A successful retirement starts with more than just saving, it starts with a plan. In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and CERTIFIED FINANCIAL PLANNER® Kyle Thomas discuss how retirement timing, spending goals, life expectancy, and inflation all play a role in creating a retirement strategy built for the long term. They also share why regularly reviewing your plan and making adjustments along the way ...
Retirement planning involves more than determining how much you need to save. In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and insurance expert Glenn Ramey discuss the important role insurance can play in a retirement strategy, including health care, Medicare, long-term care, life insurance, and annuities. They explore the rising cost of health care in retirement, key Medicare decisions, long-term care ...
Retirement is full of assumptions, but not all of them are true. In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Certified Financial Planner Kyle Thomas separate fact from fiction by addressing some of the most common retirement myths. From retirement spending and healthcare costs to taxes, required minimum distributions, and working longer than planned, they explain why every retirement journey is unique an...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.
Gregg Rosenthal and a rotating crew of elite NFL Media co-hosts, including Patrick Claybon, Colleen Wolfe, Steve Wyche, Nick Shook and Jourdan Rodrigue of The Athletic get you caught up daily on all the NFL news and analysis you need to be smarter and funnier than your friends.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.