Defining Financial Comfort in Retirement – Health, Wealth & a Holistic Plan
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss what it really means to feel financially comfortable in retirement. Larry shares highlights from a recent client event featuring Dr. Mark Milstein and emphasizes the connection between health and wealth. They also break down the key pillars of retirement comfort—consistent income, risk planning, tax strategy, and having all aspects of your financial life coordinated under one roof to create clarity and confidence in your golden years. Connect with Haven Financial Group on all platforms! havenfinancialgroup.com…
The skinny
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