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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!

business investing

All Episodes

51:09

Wisdom From Warren

Financial Safari with Marty Nevel ·

2023/09/15

Marty dissects some of the more notable quotes from legendary investor Warren Buffet. He discusses some words of wisdom from the Oracle of Omaha in his overall investment mindset, his number one rule in investing, and what he means when he says his mistakes have been of omission. Marty also shares some strategies to implement and some to avoid in helping to make sure you don’t run out of money in retirement and then goes over some hypothetical case studies. Reach out to Marty Nevel by calling

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51:25

How To Overcome Financial Procrastination

Financial Safari with Marty Nevel ·

2023/09/08

Marty starts with a look at a recent survey showing disturbing signs of insecurity among Americans approaching retirement. Great suggestions are offered in helping to build confidence. He also examines why people may procrastinate in implementing some good financial practices and discusses helpful tips in moving on these strategies. You can reach Marty Nevel at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

en-US

51:32

Celebrity Financial Mistakes

Financial Safari with Marty Nevel ·

2023/09/01

We can learn from celebrities even when they make mistakes. Marty covers some bad celebrity financial moves from not having proper estate planning to overspending to getting in trouble over taxes. He further gives tips on mistakes to avoid such as failing to have a tax plan, estate plan, or diversification. How can you beef up your savings? You’ll find some good suggestions in this podcast. You can reach Marty Nevel at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy

en-US

50:31

Football Plays, Retirement Plays

Financial Safari with Marty Nevel ·

2023/08/25

At the opening of football season, Marty discusses good offensive and defensive strategies to consider in retirement planning. He talks about going on the offense with income built in, building wealth, diversifying, and creating a budget. Defensive measures include bridging gaps, building an emergency fund, creating an estate plan, considering appropriate insurance, and looking at protective long term care strategies. You can reach Marty Nevel at 888-519-9096. Smart Money SolutionsSee

en-US

51:00

Financial Words of Wisdom

Financial Safari with Marty Nevel ·

2023/08/18

Marty interprets quotes from George Foreman, Chris Rock, and Jonathan Clements and ties them into good retirement thinking. 2024 is the year of Peak 65. The largest number of Americans ever will reach age 65. What should you be considering if you are nearing retirement. That is also part of the conversation. You can reach Marty Nevel at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

en-US

50:33

Retirement in High Inflation, Interest Rates

Financial Safari with Marty Nevel ·

2023/08/11

Marty shares insight into our current climate and factors to consider given higher inflation and higher interest rates. He also breaks down a survey reflecting confidence levels of those in the Generation X and baby boomer generations. You can reach Marty Nevel at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

en-US

51:04

Play Retirement Millionaire

Financial Safari with Marty Nevel ·

2023/08/04

Marty takes the hot seat in answering retirement questions to see if he can win all the “show money.” Questions range from FRA for Social Security to Roth strategies and from contribution limits to tax considerations. He then dives into five critical components of retirement financial planning. They are investment, tax, and income strategies, estate planning, and healthcare planning. You can reach Marty Nevel at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy

en-US

51:14

Retirement in Living Color

Financial Safari with Marty Nevel ·

2023/07/28

It’s amazing how you can tie iconic TV sitcom scenes to retirement planning. Marty does just that with Kramer giving himself a gold watch and pointing out that retirement falls more on us now. Fred Sanford gets a lesson on how Social Security benefits are calculated and Archie Bunker schools us on inflation. Those clips and more are featured in the podcast. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

en-US

51:19

Standard Retirement Rules

Financial Safari with Marty Nevel ·

2023/07/21

What are some of the standard retirement rules? How have they withstood the test of time? How could they be good starting points. Marty covers the 4 percent rule, the Rule of 72, the 60/40 Stock/Bond Rule, and the Rule of 100. He also discusses a recent Retirement Confidence Survey. You can reach Marty Nevel by calling 888-519-9096. Smart Money Solutions See omnystudio.com/listener for privacy information.

en-US

51:16

Steer Clear of Retirement Potholes

Financial Safari with Marty Nevel ·

2023/07/14

What should you be considering now to help avoid retirement regrets? Marty covers everything from proper savings strategies to strategies for couples and building a realistic spending plan. He also breaks down a lot of the claiming rules and strategies with Social Security. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

en-US

50:09

Be Proactive Not Reactive

Financial Safari with Marty Nevel ·

2023/07/07

Marty discusses the best proactive responses to retirement strategies including long-term care, health care, living on pre-taxed income, and factoring inflation. He also addresses concerns of pre-retirees and retirees and offer good questions to ask of yourself. These include: “do I have a plan” “do I have a budget” “do I have income built into my plan” “am I working with a retirement specialist?” You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener

en-US

51:20

The Game of Retirement Risk

Financial Safari with Marty Nevel ·

2023/06/30

Marty demonstrates all of the considerations in gauging someone’s risk tolerance with questions to help determine the kind of investor they are to how they would react in the event of negative market activity. He featured comments from Warren Buffett on staying the course and discussed how we should look at bonds in today’s climate. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

en-US

52:09

Secure Act 2.0: Now and Next Year

Financial Safari with Marty Nevel ·

2023/06/23

Marty takes a close look at Secure Act 2.0 and provisions that have already been enacted and looks ahead at what is to come in 2024. He also addresses the excuses or justifications people make to delay seeking the help of a retirement professional. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

en-US

51:44

Excuses for Putting Off Seeing a Retirement Pro

Financial Safari with Marty Nevel ·

2023/06/16

Marty addresses some of the reasons people give for putting off seeking the help of a financial retirement professional including a feeling of being overwhelmed by it, thinking they don’t have enough money, and thinking it would be too expensive. He looks how your financial strategies should be adjusted when you’re getting closer to retirement and then breaks down how retirement can be more expensive than most of us think and how to prepare for that. You can reach Marty Nevel by calling

en-US

51:14

Retirement Preparedness Checklist

Financial Safari with Marty Nevel ·

2023/06/09

Marty covers strategies to consider when you’re in the financial red zone during the period of seven to ten years, five to seven years, and three to five years out. How is high inflation affecting your retirement. That’s also part of the discussion as well as a look at retirement expenses. You can reach Marty Nevel by calling 888-519-9096. Smart Money Solutions See omnystudio.com/listener for privacy information.

en-US

51:22

Emotions and Money in Retirement

Financial Safari with Marty Nevel ·

2023/06/03

Marty addresses concerns of retirees involving their feeling of inadequate savings and their worries of inflation, higher interest rates, and unstable markets. He demonstrates how he can help keep in check the inevitable emotions that creep into retirement planning and then discusses sound retirement distribution strategies. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

en-US

51:18

Retirement Compromise with Couples

Financial Safari with Marty Nevel ·

2023/05/26

Marty cites statistics from a couple of surveys that state the obvious. Couple don’t necessarily see eye to eye when it comes to finances and retirement. He stresses the need for compromise in areas such as risk, savings, and retirement target date. He addresses retiree concerns like inflation, the state of Social Security, and longevity and gets back to basics with some good practices to make sure you’re on the right track to retirement. You can reach Marty Nevel by calling 888-519-9096. Smart

en-US

50:58

Top Answers in Retirement Survey

Financial Safari with Marty Nevel ·

2023/05/19

Marty goes on the hot seat guessing the top answers from participants in a 2023 EBRI Employee Benefit Research Institute retirement confidence survey. We cite results on concerns of pre-retirees and retirees in their comfort level on reaching retirement and living comfortably in retirement. Marty moves into strategies to consider in the financial red zone, 5-10 years from retirement. He then discusses the advantages to consider when looking at the Roth IRA option. You can reach Marty Nevel by

en-US

50:33

Cash Flow is King

Financial Safari with Marty Nevel ·

2023/05/12

Marty explains the importance of building income sources in your retirement and making sure they are in line with your expected expenses. He dives into the subject of behavioral finance and how all the components relate to retirement planning. He also highlights ways that money could be wasted in retirement such as excessive fees, overpayment in taxes, overspending, and ignoring healthcare costs. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener

en-US

51:30

Two Retirement Truths and a Lie

Financial Safari with Marty Nevel ·

2023/05/05

We give three statements about retirement consideration and Marty points out the one that is not true and explains why. He also expands on some of the ones that are true. He also covers valid retirement related questions that begin with the word “when” and points out areas to address in the planning process to help ease the anxiety of challenging economic times. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

en-US

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