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
Structuring Your Finances for Market Volatility
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and Kyle discuss how to structure your finances to navigate a volatile market…
- Safe Haven $olutions
Budgeting for Inflation and Retirement Stability
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and Kyle discuss how inflation and economic uncertainty can impact your retirement…
- Safe Haven $olutions
How Do Oil Prices and Global Events Impact Your Retirement
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and Kyle discuss how rising oil prices and geopolitical tensions, particularly in the…
- Safe Haven $olutions
What Do Jobs Reports, Inflation, and Global Events Mean for Your Retirement Plan?
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and Kyle discuss how recent jobs report data, inflation, and global events are…
- Safe Haven $olutions
Budgeting for Retirement: Healthcare, Emergencies and Long-Term Care Planning
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss the importance of budgeting in retirement and the key expenses that…
- Safe Haven $olutions
Retirement Milestones and Financial Decisions by Age
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim walk through the key age milestones that can significantly impact your retirement…
- Safe Haven $olutions
Key Retirement Questions: Income, Inflation and Market Volatility
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss some of the most important questions people should ask when planning for…
- Safe Haven $olutions
Are You Ready for Retirement? Key Questions to Ask Before You Retire
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim explore what it really means to be “retirement ready.” They discuss why retirement…
- Safe Haven $olutions
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…
- Safe Haven $olutions
The Power of Roth IRAs, Tax Planning and Strategic Conversions
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig discusses why Roth IRAs and proactive tax planning can play a powerful role in retirement…
- Safe Haven $olutions
Weathering Market Volatility, Retirement Income and Risk Strategy
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss how to structure your retirement plan to withstand market turbulence and…
- Safe Haven $olutions
Maximizing 529 Plans, Beneficiaries and Smart Retirement Planning
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss how to make the most of leftover 529 college savings funds, including new…
- Safe Haven $olutions
The Retirement Downsize
In this episode of the Safe Haven Solutions Podcast, Larry and Kim are joined once again by CPA Lance Larson to tackle one of the biggest retirement moves…
- Safe Haven $olutions
Tax Minimization Strategies
In this special tax-season episode of the Safe Haven Solutions Podcast, Larry and Kim pull Lance Larson, CPA, away from his desk to discuss how to keep more of…
- Safe Haven $olutions
The Family Legacy
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig explains why your own financial security is the ultimate gift to your family. Drawing from…
- Safe Haven $olutions
Retirement as a Family Decision
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim dive into why retirement isn’t just an individual milestone—it’s a family team…
- Safe Haven $olutions
Avoiding Retirement Vulnerabilities, Market Risk, Estate Planning and Peace of Mind
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss common vulnerabilities that can derail retirement, including running out of…
- Safe Haven $olutions
Emergency Savings in Retirement, Rebuilding Confidence and Staying Flexible-
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss how unexpected expenses can disrupt even the best retirement plans and what…
- Safe Haven $olutions
Creating Consistent Income in Retirement, Taxes, Healthcare and Long Term Planning
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss how to build reliable income in retirement by coordinating Social Security…
- Safe Haven $olutions
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…
- Safe Haven $olutions
Avoiding Costly Tax Mistakes and Maximizing Retirement Opportunities
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim are joined by CPA Lance Larsen to discuss common tax mistakes retirees make and the…
- Safe Haven $olutions
Generational Tax Planning and New Child Investment Accounts
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim are joined by CPA Lance Larsen to discuss newly introduced child investment…
- Safe Haven $olutions
Understanding 401(k)s, Roth Accounts, and Required Minimum Distributions
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim are joined by CPA Lance Larsen to break down how 401(k)s and IRAs are taxed in…
- Safe Haven $olutions
Tax Season Updates: Social Security & Senior Deductions
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim are joined by CPA Lance Larsen to break down key tax updates from the “Big…
- Safe Haven $olutions
Avoiding Costly Insurance Mistakes in Retirement
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and insurance specialist Glenn Ramey wrap up the discussion by highlighting some of…
- Safe Haven $olutions
Understanding Annuities and Where They Fit in Retirement
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Glenn Ramey break down one of the most misunderstood retirement tools: annuities. They…
- Safe Haven $olutions
Life Insurance Through the Stages of Retirement
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and insurance specialist Glenn Ramey take a deep dive into how life insurance fits into…
- Safe Haven $olutions
Filling the Gaps: Insurance, Healthcare, and Retirement Planning
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim are joined by insurance specialist Glenn Ramey to break down one of the most…
- Safe Haven $olutions
Why Budgeting Matters More Than You Think in Retirement
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss why budgeting and cost awareness play a critical role in retirement…
- Safe Haven $olutions
Retirement Milestones You Should Know
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig breaks down the key ages and milestone dates that can have a major impact on your…
- Safe Haven $olutions
Key Questions to Strengthen Your Retirement Income Strategy
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim walk through the critical questions every pre-retiree and retiree should be asking…
- Safe Haven $olutions
Are You Ready to Retire? Understanding Retirement Readiness
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss the number one question future retirees ask: “Do I have enough money to…
- Safe Haven $olutions
Faith, Family, and Trust: The Values Behind 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
Inside a Haven Financial Group Appointment
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
What Sets Haven Financial Group Apart?
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 Heart 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
Retirement Planning with Intention and the Right Partner
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, discusses how to approach retirement planning…
- Safe Haven $olutions
Maximizing Retirement Health Benefits and Protecting Your Future
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, is joined by insurance specialist Glenn Ramey to…
- Safe Haven $olutions
Inherited IRAs and Smart Tax Planning for Retirement
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, is joined by CPA Lance Larsen to break down…
- Safe Haven $olutions
Preparing for Retirement in 2026: Taxes, Gifting, and Intentional Planning
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, is joined by Haven CPA Lance Larsen to discuss…
- Safe Haven $olutions
Avoiding Common Lifestyle Mistakes That Can Derail Retirement
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, discusses common retirement lifestyle mistakes…
- Safe Haven $olutions
Turning Hobbies Into Passions for a More Meaningful Retirement
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, discusses how turning hobbies into passions can…
- Safe Haven $olutions
Habits, Health, and Purpose for a Truly Fulfilling Retirement
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, continues the conversation on what makes…
- Safe Haven $olutions
Designing a Fulfilling Retirement: Inflation, Healthcare, and Finding Purpose
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, is joined by Kim to explore what truly makes…