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PODCAST

Financial Safari with Marty Nevel

Our goal is to look at your personal situation and work with you to make effective and wise decisions in every aspect of your retirement future. Marty Nevel shares details on comprehensive estate planning, to financial and tax plans, and everything in between. Our objective at the Financial Safari is to put you in a position of strength to make your life comfortable and worry free!

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All Episodes

51:18

The Retirement Checklist

Financial Safari with Marty Nevel ·

2024/02/16

In this conversation, Marty Nevel discusses the importance of having a written plan for retirement, creating a spending plan and considering income streams, tax planning, legacy planning and estate planning, social security, spousal considerations, and the importance of reviewing finances regularly. Marty emphasizes the need for planning and preparation in order to have a successful retirement. He also addresses questions about long-term care insurance, supplementing a pension, and the benefits of

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51:14

Retirement Game Day

Financial Safari with Marty Nevel ·

2024/02/09

On this football-themed episode, Marty Neville discusses strategies and lessons from the game of football that can be applied to retirement planning. He emphasizes the importance of being in the financial red zone and starting retirement planning early. Marty explains offensive and defensive strategies in retirement, including diversification and asset protection. He also highlights the significance of having a written plan and considering estate planning and tax strategies. Marty relates famous

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49:16

Life Changes in Retirement

Financial Safari with Marty Nevel ·

2024/02/02

This conversation discusses various aspects of retirement planning and the changes that have occurred over the years. It covers changes in daily routine and social life. The importance of staying busy and maintaining fitness in retirement is emphasized. The conversation also highlights the need to replace income in retirement and the role of comprehensive reviews in retirement planning. The evolution of retirement planning, managing risk, and transforming a 401k into a personal pension are

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51:24

Financial Goals for 2024

Financial Safari with Marty Nevel ·

2024/01/26

Marty discusses financial goals for 2024. He identifies good goals to establish, how to get started, and offers tips on how to stay on track. Some of the goals include maximizing your savings efforts, creating a spending plan, paying off debt, building an emergency fund, proactively planning for taxes, and reassessing assets.You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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51:32

Breaking Down Annuities

Financial Safari with Marty Nevel ·

2024/01/19

Marty answers the most frequently asked questions about annuities. How do they differ from traditional savings and brokerage accounts? What are the benefits and potential drawbacks? What types of annuities are there? Get the answers in this podcast. The conversation then shifts to that shift in your financial life from accumulation to the necessary strategies in retirement. Contact Marty Nevel at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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50:29

Avoid Sabotaging Your Retirement

Financial Safari with Marty Nevel ·

2024/01/12

Warnings of what could harm your retirement start off the podcast with a discussion on having a budget, automating your savings and payments, planning for healthcare costs, and not relying too heavily on being able to work longer. Then we take a look at what a retirement portfolio stress test could be for you. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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51:26

Your Retirement Questions Answered

Financial Safari with Marty Nevel ·

2024/01/05

Marty provides the answers to some commonly asked and very important questions regarding proper retirement planning. He also looks at what should be considered in shoring up your retirement in the new year. These include revisiting your household budget, checking your emergency fund, tackling debt, establishing financial goals, and reviewing your asset allocation. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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50:20

Holiday Lessons from Hollywood

Financial Safari with Marty Nevel ·

2023/12/15

You’ll hear clips from familiar movies and a sitcom with a holiday theme. Marty takes these clips and shares retirement and financial lessons we can learn from them. He also looks at how we can learn from the ghosts of Christmas retirement past and present and apply those lessons for the future. You can reach Marty Nevel at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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51:35

Harsh Retirement Realities

Financial Safari with Marty Nevel ·

2023/12/08

Marty cuts through some harsh realities of retirement planning and offers solutions. Some issues covered are the amount of bear markets to expect, needing more than Social Security, and longevity. How should you mirror the traits of successful CEOs in our retirement? That’s also covered in this podcast. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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51:13

The Clock Is Ticking For 2023

Financial Safari with Marty Nevel ·

2023/12/01

Marty talks about what we need to consider strategically as the year draws to a close. Most of the bullet points are about good tax moves. He also looks at changes to Social Security coming in 2024 including the COLA, maximum taxable earnings increasing as well as the earnings test. Then the conversation turns to what you may face in retirement such as restlessness and the need to re-define yourself. You can reach Marty Nevel at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for

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51:34

Secure Act 2.0: Now and Next Year

Financial Safari with Marty Nevel ·

2023/11/24

Marty reviews Secure Act 2.0 in looking at the provisions that are currently in place and what we can expect in 2024. He also provides answers for ten frequently asked questions by those nearing retirement. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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52:07

Win, Lose, or Withdraw

Financial Safari with Marty Nevel ·

2023/11/18

Marty discusses withdrawal in retirement and breaks down the potential win and lose strategies. What questions need to be answered in comprehensive retirement planning? That’s covered in categories such as Social Security and spousal claiming strategies, budgeting, 401(k) maneuvers, taxes, and income building. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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50:44

Retirement Report Card

Financial Safari with Marty Nevel ·

2023/11/10

The 2023 Mercer CFA Institute’s Global Pension Index recently rated retirement systems around the world. The U.S. earned a C+. Marty examines that and discusses ten steps to strongly consider in an effort to score an A+ in your retirement. You can reach Marty Nevel at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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50:15

Financial Bad Excuses for Putting Off

Financial Safari with Marty Nevel ·

2023/11/03

Marty runs through some common excuses people give for not seeking the help of a financial professional when nearing retirement. He counters these with good reasons why it is critical to work with a financial partner. Some excuses are: “I’m a DIY (do it yourself) person” Scary! “I’m already retired” Don’t forget second opinion. “I get my advice from friends and family” “Danger Will Robinson!” “I don’t know where to begin” A phone call is a good first step. You can reach Marty Nevel at

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51:12

Retirement Fears

Financial Safari with Marty Nevel ·

2023/10/27

Marty addresses common retirement fears and offers solutions to overcome them. Some of the fears include inflation, Social Security and the future of it, market volatility, and the cost of health care. Marty also discusses some things you should do and some things you should avoid in your retirement planning process. You can reach Marty Nevel at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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51:00

Scams: Tips to Avoid Them

Financial Safari with Marty Nevel ·

2023/10/20

Marty offers information on the different scam operations out there and tips to avoid them. He also dissects survey results from a Northwestern Mutual Planning and Progress study that shows Americans’ concerns about the economy and how much they would need to retire. You can reach Marty Nevel at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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50:54

Dangerous Retirement Assumptions

Financial Safari with Marty Nevel ·

2023/10/13

Marty reminds us of what can happen when we make assumptions. It can be even more serious when it’s retirement assumptions. Marty clarifies some common ones such as thinking you’ll retire at 65, underestimating how long you’ll live, and on how much you think you’ll spend in retirement. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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51:08

Financial Jeopardy

Financial Safari with Marty Nevel ·

2023/10/06

Honoring Financial Literacy Month, the game is Financial Jeopardy covering retirement facts to make sure you’re not in financial jeopardy. Categories include Important Retirement Ages, Penalties and Fees, Retirement Savings Vehicles, and Retirement Rules of Thumb. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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51:37

Expenses in Retirement

Financial Safari with Marty Nevel ·

2023/09/29

Marty runs down some expenses that can eat away at your savings when you’re in retirement. They include healthcare, home ownership, inflation, taxes, and longevity. He also looks into the financial and retirement mindset and strategies that can build confidence in your journey to and through retirement. You can reach Marty Nevel at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

en-US

51:06

Fact, Fiction, or Somewhere in Between

Financial Safari with Marty Nevel ·

2023/09/22

Marty starts the conversation by breaking down the massive baby boomer generation and discussing what needs to be considered by middle and late baby boomers. He devotes the rest of the podcast in cutting through misinformation and declaring whether retirement statements are fact, fiction, or somewhere in between. Reach out to Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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