Inflation, Budgeting and Building a Resilient Retirement Plan
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss how inflation impacts retirement and why proactive budgeting, diversified income and proper account structure are essential for long term success. Larry explains how Haven Financial Group factors inflation into retirement projections, why managing credit card debt is critical and how tracking spending can reveal opportunities for improvement. The conversation also highlights the importance of liquidity, tax diversification across Roth, pre tax and brokerage accounts, and working with a coordinated team to…
The skinny
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