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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

51:01

Retirement On the Street

Financial Safari with Marty Nevel ·

2023/04/28

What are people saying about their retirement? We hit the street to find out. You’ll hear peoples’ comments on their retirement plan and responses from Marty. He also covers the importance of having dependable income strategies in your retirement but also making sure you have a spending plan to go along with them. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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50:05

Retirement Lessons from Hollywood

Financial Safari with Marty Nevel ·

2023/04/21

It’s amazing how you can take iconic movie clips and relate them to retirement planning. If you’re skeptical about that, then listen to how Marty relates lines from movies to what we should be considering in strategizing for retirement. He brings back the popular retirement myth busters in correcting some common misconceptions about long term care protection, debt, Social Security, and safe money. What are good questions to ask when meeting with a financial advisor? Marty covers some of them in

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51:25

Top Financial Searches

Financial Safari with Marty Nevel ·

2023/04/14

of a financial advisor? Marty covers some of the top searches and relates them to his specialty of retirement strategies. Some include what to bring to the first meeting, how are financial advisors compensated, and why is a financial advisor better than a robo-advisor. He then explains why the age of 65 may be universally thought of as retirement age but that it’s different from person to person and explains why. Then Marty moves into how to help ease that transition from accumulation to

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49:05

ESG Investing

Financial Safari with Marty Nevel ·

2023/04/07

Following the failed attempt to override President Biden’s veto of the Labor Department ESG investment rule, Marty explores the potential effects of that on the retirement savings efforts of Americans. He also discusses the most recent interest rate hike. What are red flags to watch out for when meeting with an investment advisor. Some of these are covered here including high pressure sales, downplaying risk, and encouragement to go “all in” on one investment. You can reach Marty Nevel by

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51:40

Banking Sector Crisis-What Happened?

Financial Safari with Marty Nevel ·

2023/03/31

Marty looks at the situation in the banking sector in explaining the root causes and possible effects. He also discusses protective strategies regarding this and the other financial challenges we face. He covers regrets that many retirees have and how to avoid them and he clears up misconceptions in the retirement arena in areas such as Social Security, annuities, taxes, and the 4% rule. You can reach Marty Nevel by calling 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy

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51:34

Do You Have a Strong Retirement Plan?

Financial Safari with Marty Nevel ·

2023/03/24

Do you have a retirement plan that eases the fear of running out of money? Marty covers what to consider in helping to allay that fear including developing a spending plan, aggressively contributing to your retirement accounts, building an emergency fund, and preparing for health care costs. He offers suggestions to help you stay on track in your retirement. Marty stresses to not give up on the stock market but to properly allocate your risk and to consider safer alternative investment options.

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49:23

How Can You Shape Your Retirement Income?

Financial Safari with Marty Nevel ·

2023/03/17

Marty goes over strategies to consider in building your retirement income. He starts by discussing how retirement income building strategies are so much more important now than in the days when many people had a pension to count on. He talks about risk tolerance, using tools like annuities, and even taking a hard look at your retirement date and your Social Security claiming age in the effort to make your money last in retirement. He also breaks down the “rollover” strategies involving your

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50:50

Where To Save-Where Not to Save

Financial Safari with Marty Nevel ·

2023/03/10

Marty covers retirement savings strategies to consider and some to at least give a second thought. He discusses fixed annuities, Roth IRAs, Dividend Aristocrats, and Health Savings Accounts as some vehicles to strongly consider. He also stresses being properly proportioned as to how much you keep in a savings account, the pros and cons of CDs and Money Markets, and how much you should have in low risk investments. He also talks about the Fed and the effect that rising interest rates could have on

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51:14

Retirement Distribution Plan

Financial Safari with Marty Nevel ·

2023/03/03

Proper planning makes the transition from accumulation to distribution go much smoother. Marty discusses the process with a conversation on moving away from accumulation and easing into distribution. He also addresses little ways in boosting accumulation in the financial red zone that can make a big difference. Marty moves into good ways to help your grandchildren monetarily and by sharing your wisdom. You can reach Marty Nevel by calling 888-519-9096. Smart Money Solutions See

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51:24

Are you Ready to Retire?

Financial Safari with Marty Nevel ·

2023/02/24

Marty covers some strategies to help eliminate worrying about your retirement savings and running out of money in retirement. Those include paying off debt, determining retirement spending needs, practicing retirement spending, and investing in the right type of insurance. He then reveals some retirement stats related to longevity and planning for that, accessing retirement funds too early, and planning for the possibility of being forced into retirement before you’re ready. What are signs that

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50:45

Retirement Income Streams

Financial Safari with Marty Nevel ·

2023/02/17

Marty points out the way to help allay the fear of running out of money in retirement is by implementing good income streams. He talks about assessing your retirement income needs first and then looking at tools such as annuities and how you can possibly leverage higher interest rates. He gives his take on reverse mortgages and the need to look at how to maximum your Social Security claiming strategies. How are Americans coping with inflation. That’s also part of the conversation as well as

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51:31

New Savings and Tax Rules

Financial Safari with Marty Nevel ·

2023/02/10

There are new savings and tax opportunities that could be utilized. Marty covers new income tax brackets and withholdings, the raising of standard deductions, contribution limits, and the RMD age. He offers an in depth look at annuities including the different types and the pros and cons. He then discusses what to consider in the event of the passing of a spouse. Topics covered include the tax implications, the changes in income, and making sure to consider avoiding decisions such as unplanned

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51:18

Taxes in Retirement-Retirement Milestone Ages

Financial Safari with Marty Nevel ·

2023/02/03

Marty discusses the impact of taxes on retirement and steps to counteract that impact. He explains how withdrawals from retirement accounts and pensions can be taxed. He also talks about the calculation of provisional income and how that can make your Social Security subject to taxation. What are the milestone ages in your retirement journey? Marty goes over the important ages and even introduces a couple of new ones. You can reach Marty by calling 888-519-9096.See omnystudio.com/listener for

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51:34

Not Your Parents’ Retirement

Financial Safari with Marty Nevel ·

2023/01/27

Marty highlights mistakes to avoid in retirement planning including not factoring inflation and longevity, overestimating income, and not finding the balance of conservative and aggressive in investing. He looks at life events when it is important to consult your financial professional. Those include job change or loss of job, marriage, divorce, loss of spouse, and caring for a parent. Then he moves into a conversation which points out how retirement of today is different from that of our parents

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51:40

Secure Act 2.0

Financial Safari with Marty Nevel ·

2023/01/20

Now that it has passed, Marty reviews some of the key provisions of Secure Act 2.0 including the raising of the RMD age, additional catch-up opportunities, and expanded Roth contributions. He looks at lessons that can be learned from 2022 and how to move forward towards retirement in a stronger position and then dispels some common retirement myths. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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51:03

Challenges Women Face in Retirement

Financial Safari with Marty Nevel ·

2023/01/14

Marty discusses unique challenges women face in planning for retirement and much of this can be attributed to the longevity of women. He also offers good retirement planning tips for 2023 and strategies to consider in making sure you have enough money in retirement. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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51:17

Retirement Income

Financial Safari with Marty Nevel ·

2023/01/06

Marty defines the retirement income replacement rate and looks at what needs to be considered in building income for your retirement. This includes determining how much income you will need compared to your pre-retirement income, how much you earn, how much you save, when you will retire, your tax rates, and what Social Security covers. He also looks at tax strategies that can help you presently and in the future. This includes tradition 401(k) and IRA saving strategies as well as Roth. Then he

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51:01

Welcome to Retirement 2023

Financial Safari with Marty Nevel ·

2022/12/23

Marty covers some solid planning tips to help you retire in a challenging economy in 2023. Understanding sequence of returns and possibly delaying Social Security are part of the conversation. What are some important questions you should be able to answer when considering your retirement and income plan? Those include your budget, your tax strategies, long-term care protection, and other sources of income in your retirement. Marty also covers protecting your income in retirement. You can reach

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51:23

The Financial Red Zone

Financial Safari with Marty Nevel ·

2022/12/16

Marty covers strategies to implement when in the financial red zone which is five to ten years away from retirement. These include looking at funding your 401(k) to the max, rethinking your 401(k) assignments, and looking at traditional and Roth IRAs. He also addresses financial challenges head on like high inflation and possible recession and the need to build, plan, strategize, explore, and review. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy

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61:59

Retirement Considerations-Working in your 70s

Financial Safari with Marty Nevel ·

2022/12/09

Marty reminds us that, even though you may choose to work in your seventies, there are still retirement planning considerations. Among those are how it will work with your RMDs, Social Security claiming strategies, and how working could impact your tax situation. He also addresses the fear of running out of money in retirement with moves to consider to help make your money last. Those include creating a floor, bucketing your money, making systematic withdrawals, and using account sequencing.

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199 results

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