Shows / Safe Haven $olutions
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
- Safe Haven $olutions
Avoiding Common Estate Planning Mistakes
Estate planning involves more than deciding who will inherit your assets. From understanding when a transfer on death deed makes sense to organizing important…
- Safe Haven $olutions
Protecting Your Family’s Legacy Through Estate Planning
Estate planning is about more than passing down assets. From keeping your affairs private to planning for the future of a family business or property, there…
- Safe Haven $olutions
Understanding the Great Wealth Transfer and Protecting Your Family’s Future
As wealth passes from one generation to the next, having a plan in place can make a big difference. From understanding the difference between a will and a…
- Safe Haven $olutions
Why Estate Planning Matters at Every Stage of Life
Estate planning is about more than passing down wealth. From choosing who can make financial decisions on your behalf to protecting your family and keeping…
- Safe Haven $olutions
Retirement Tips for Gen X
Retirement planning goes beyond saving money. From creating a reliable income stream and accounting for rising health care costs to understanding when to claim…
- Safe Haven $olutions
Planning for Health Care Costs in Retirement
Health care can be one of the biggest expenses in retirement, and planning ahead can make a meaningful difference. From taking advantage of health savings…
- Safe Haven $olutions
Replacing a Pension in Retirement
Without a pension, creating a reliable income stream in retirement takes thoughtful planning. From maximizing retirement contributions to exploring options…
- Safe Haven $olutions
A Retirement Guide for Gen X
If you’re part of Gen X, now is the time to take a closer look at your retirement plan. From understanding how much risk you’re taking in your investment…
- Safe Haven $olutions
The Power of Starting Early
The earlier you start saving for retirement, the more time your money has to grow. Through the power of compounding, even small, consistent contributions can…
- Safe Haven $olutions
Building Stability in Retirement
Retirement stability is about more than simply having enough money saved. Creating predictable income, maintaining cash reserves for the unexpected, and having…
- Safe Haven $olutions
What to Avoid When Entering Retirement
Transitioning into retirement comes with more decisions than simply deciding when to stop working. From claiming Social Security too early to overlooking…
- Safe Haven $olutions
A Retirement Plan That Evolves
Your retirement strategy shouldn’t stay the same forever. As you move closer to retirement, it’s important to understand how much risk you’re taking, how your…
- Safe Haven $olutions
Peace of Mind: How Financial Stability Boosts Your Health
While you’re working, a financial setback may feel like something you can recover from over time. Retirement changes that equation. You’re no longer earning…
- Safe Haven $olutions
Designing Your Dream Lifestyle in Retirement
Retirement can bring so many opportunities to find fulfillment, whether that means revisiting a longtime passion, exploring a new hobby, or simply having more…
- Safe Haven $olutions
Navigating Health Costs Without Draining Your Savings
Healthcare expenses can be one of the biggest financial concerns during retirement, yet they’re often overlooked when planning ahead. From understanding…
- Safe Haven $olutions
How Wellness Cuts Retirement Costs
Living a healthy lifestyle does more than support your physical and mental well-being. It can also be a powerful way to reduce your healthcare costs over time…
- Safe Haven $olutions
The Values That Guide Haven Financial Group
In this episode of the Safe Haven Solutions Podcast, Larry and Rachelle Kallevig share the personal values that guide Haven Financial Group—from putting family…
- Safe Haven $olutions
What to Expect at Haven Financial Group
In this episode of the Safe Haven Solutions Podcast, Larry and Rachelle Kallevig walk listeners through what it’s like to schedule and attend a first…
- Safe Haven $olutions
The Haven Financial Group Difference
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Rachelle Kallevig discuss what truly separates Haven Financial Group from other firms…
- Safe Haven $olutions
The People Behind Haven Financial Group
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and office manager Rachelle Kallevig share the story behind building Haven Financial Group…
- Safe Haven $olutions
Protecting Your Spouse Through Long-Term Care Planning
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and insurance specialist Glenn Ramey discuss Medicare annual enrollment and the…
- Safe Haven $olutions
Are You Paying More in Retirement Taxes Than You Need To?
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss Roth IRAs, traditional IRAs, and the importance of proactive tax planning…
- Safe Haven $olutions
Preparing for Market Volatility in Retirement
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss the importance of preparing for market volatility and understanding the…
- Safe Haven $olutions
The Retirement Bucket Strategy
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss the retirement bucket strategy and how it can help create sustainable…
- Safe Haven $olutions
From Accumulation to Preservation
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss the shift from building wealth to preserving and creating income from it in…
- Safe Haven $olutions
Tax Planning in Retirement
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…
- Safe Haven $olutions
Making the Right Social Security Decision
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…
- Safe Haven $olutions
Thriving in Retirement
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…
- Safe Haven $olutions
The Secret to a Fulfilling Retirement
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…
- Safe Haven $olutions
Are You Making These Retirement Mistakes?
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…
- Safe Haven $olutions
Staying Flexible in Retirement
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and Kyle Thomas discuss strategies that can help retirees stay financially flexible…
- Safe Haven $olutions
Sustaining Your Retirement Income
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…
- Safe Haven $olutions
Making Social Security Work Within Your 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…
- Safe Haven $olutions
Protecting Your Legacy and Making Smart Wealth Transfer Decisions
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim explore important questions around wealth transfer and inheritance. They discuss…
- Safe Haven $olutions
Understanding Trusts and Preparing for the Great Wealth Transfer
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…
- Safe Haven $olutions
Preparing Gen X for the Great Wealth Transfer
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…
- Safe Haven $olutions
The Power of Starting Early in Retirement Planning
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…
- Safe Haven $olutions
Understanding the Power of a Roth in Retirement
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…
- Safe Haven $olutions
Creating Reliable Income in Retirement
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss how creating reliable income can help simplify retirement and provide…
- Safe Haven $olutions
Simplifying Retirement and Building Financial Security
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss how a thoughtful retirement strategy can help create consistency…
- Safe Haven $olutions
Avoiding Retirement Planning Mistakes
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…
- Safe Haven $olutions
Understanding Annuities in Retirement
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…
- Safe Haven $olutions
Understanding Life Insurance in Retirement
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…
- Safe Haven $olutions
Insurance Strategies for Retirement
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…
- Safe Haven $olutions
Debunking Common Retirement Myths
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…
- Safe Haven $olutions
Creating Predictable Income in Retirement
A steady paycheck may end when you retire, but your income doesn't have to. In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Certified…
- Safe Haven $olutions
Building a Retirement Plan That Lasts
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…
- Safe Haven $olutions
Is Inflation Quietly Impacting Your Retirement?
Inflation may not be making headlines every day, but it's still affecting retirees in meaningful ways. In this episode of the Safe Haven Solutions Podcast…
- Safe Haven $olutions
Creating Reliable Retirement Income
A successful retirement starts with a dependable income strategy, not just a target savings balance. In this episode of the Safe Haven Solutions Podcast…
- Safe Haven $olutions
Finding Purpose & Balance in Retirement
Retirement is about more than reaching your financial goals, it's about creating a fulfilling next chapter. In this episode of the Safe Haven Solutions…
- Safe Haven $olutions
Health Savings Accounts & Long-Term Care Planning
Planning for retirement means preparing for more than your investments. In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig…
- Safe Haven $olutions
Planning for Healthcare Costs in Retirement
Preparing for retirement means planning for more than just your income—it also means planning for your healthcare. In this episode of the Safe Haven Solutions…
- Safe Haven $olutions
Retirement Tax Strategies Risks and Opportunities
Tax planning in retirement isn't just about filing on time; it's about understanding how every move impacts your bottom line. In this episode of the Safe Haven…
- Safe Haven $olutions
Taxes & Home Sales in Retirement
Clip 3 Title: Taxes & Home Sales in Retirement - schedule for 7/29 (W) Selling a house or investment property in retirement involves more than just finding a…
- Safe Haven $olutions
Navigating 401(k)s & IRAs
Not all retirement accounts are created equal when it comes to taxes. In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig, CPA…
- Safe Haven $olutions
Smart Tax Planning for Retirement
Taxes in retirement shouldn't be a surprise. In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig, CPA Lance Larsen, and co-host…
- Safe Haven $olutions
Protecting Your Retirement from Healthcare Costs
In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig, co-host Kim, and insurance specialist Glenn Ramey discuss how healthcare…
- Safe Haven $olutions
Keep More of What You've Saved
In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig, co-host Kim, and in-house CPA Lance Larsen discuss the importance of…
- Safe Haven $olutions
Building a Retirement Strategy That Fits Your Life
In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig and co-host Kim discuss the key elements of a personalized retirement…
- Safe Haven $olutions
Your Retirement, Your Plan
Retirement isn't one-size-fits-all. In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig and co-host Kim share why a…