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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

51:24

Avoid the Retirement Saving Obstacles

Financial Safari with Marty Nevel ·

2022/12/02

Marty stresses the need to make sure you stay on track with your retirement savings in the financial red zone and offers solutions to avoid the obstacles. Those include inflation, stock market volatility, unexpected expenses, and debt. He then offers detours around those roadblocks that could keep you from your retirement target date and clarifies some common misconceptions about your 401(k). You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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50:56

Impact of Inflation-Review of Secure Act

Financial Safari with Marty Nevel ·

2022/11/25

What are good questions to ask your financial professional in times of economic turmoil? Marty covers some of these including long-term planning, diversification, and whether or not to change course. He also warns of retirement mistakes to avoid and offers reminders of the changes to legacy planning which came with the original Secure Act. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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51:19

Retirement Investment Strategies

Financial Safari with Marty Nevel ·

2022/11/19

Your approach to investing in retirement can certainly be different than earlier in your life. Marty runs through some things to consider and some practices to avoid. They include having a proper philosophy that can be flexible and able to change over time and to avoid questioning your plan due to volatility, trying to outperform the market, and letting your emotions get the best of you. Marty looks at four financial gaps that could stand in your way to retirement. They include the knowledge,

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51:39

Social Security 2023 COLA-Factoring Inflation

Financial Safari with Marty Nevel ·

2022/11/11

Marty talks about the announced Social Security Cost of Living Adjustment for 2023 pointing out that it is the highest in forty years but also that inflation is as well. He discusses how this high inflation, volatility, and rising interest rates must be factored when planning for retirement. Marty gets into the sudden shift for retirees when entering retirement and goes over the process of “deaccumulation.” Then he looks at retirement challenge solutions such as planning for inflation in your

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51:54

Say No to “Do It Yourself Retirement”

Financial Safari with Marty Nevel ·

2022/11/04

Marty cites results of a J.D. Power study that revealed some pitfalls of utilizing digital resources in planning your own retirement. He breaks down the advantages and, in his opinion, the necessity of working with a professional to build and maintain your retirement. He also goes over some of the “curveballs” of retirement in the form of unexpected expenses and then offers strategies to stay on track in the current economic environment. You can reach Marty Nevel by calling 888-519-9096.See

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51:02

Retirement Strategies for Couples

Financial Safari with Marty Nevel ·

2022/10/28

Marty stresses the importance of communication between couples when approaching retirement. He discusses items where common ground needs to be found including budget, lifestyle, whether to stay or move, Social Security, and risks. He also covers good retirement distribution strategies and looks at what should be considered to help lessen the fear of running out of money in retirement. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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50:55

Why Some Delay Retirement

Financial Safari with Marty Nevel ·

2022/10/21

Marty discusses reasons why some may decide to or need to delay their retirement start date. Reasons include having not saved enough, not accounting for taxes, relying exclusively on Social Security, and sequence of returns risk. He also goes over some last-minute financial moves you can consider before launching your retirement. Those include reducing portfolio risk, maximizing 401(k) contributions, planning your Social Security and Medicare strategies, and exploring long-term care protection

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51:49

From Acquisition to Distribution

Financial Safari with Marty Nevel ·

2022/10/14

Marty talks about the shift that takes place when you retire from acquisition to distribution and what should be considered during this transition. Topics include creating a retirement spending plan and assessing risk. He also looks at strategies to review one year into retirement and then clears up a lot of confusion regarding annuities. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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51:36

Retirement Income That May Not Be Taxable

Financial Safari with Marty Nevel ·

2022/10/07

Marty goes through various streams of retirement income that may not be subject to taxation and breaks down the strategies to achieve that goal. He also continues to monitor high inflation and its effects on retirement planning and discusses steps to take in order to maintain the lifestyle you want in retirement. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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51:16

Secure Act 2.0

Financial Safari with Marty Nevel ·

2022/09/30

Marty breaks down proposals that are included in Securing a Strong Retirement Act of 2022 which is also known as Secure Act 2.0. Proposed changes include requiring employers to auto enroll employees in a 401(k) or 403(b), raising the RMD age, new rules for 401(k) retirement plans, and increases for catch up contributions. He also gives considerations on saving more and saving smarter for retirement such as factoring in longevity and inflation, looking at a health savings account, and considering

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51:37

Financial Concerns of Retirees

Financial Safari with Marty Nevel ·

2022/09/23

In the midst of market volatility, what are the major concerns of retirees and pre-retirees? Marty breaks that down in looking at how Americans feel about the future of their retirement, the level of their fear of running out of money, and their ability to cover living expenses. He then discusses his approach to a safe withdrawal rate and moves into RMD mistakes to avoid. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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51:05

The Hazards of Tax-Deferred Retirement Savings

Financial Safari with Marty Nevel ·

2022/09/16

Marty looks at the issue that will present themselves in the future with tax-deferred retirement savings and offers some solutions. Challenges you could potentially face include snowballing required minimum distributions, possible higher Medicare premiums, and a tax burden on your heirs. Solutions presented include shifting savings from pre-tax to Roth and considering Roth conversions. He also talks about retirement regrets to avoid and how to make sure you can enjoy the lifestyle you want and

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51:10

Retirement Risks-What To Do With Your 401(k)

Financial Safari with Marty Nevel ·

2022/09/09

Marty outlines five risks of retirement including longevity, healthcare costs, poor asset allocation, and inflation. What if you find yourself with excess money in retirement? He covers some strategic ways you can gift money and assets now. Marty closes with the options you have with your 401(k) once you retire. You can reach Marty Nevel by calling 888-519-9096. See omnystudio.com/listener for privacy information.

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51:34

Frequently Asked Pre-Retiree Questions

Financial Safari with Marty Nevel ·

2022/09/02

Marty tackles some of the questions frequently asked by those before they enter retirement. Questions answered include concerns over inflation, wondering about retirement income necessary, and how to prepare for out-of-pocket health care costs. Marty then moves into alternatives to traditional long term care insurance that can be used as protective elements and then warns of some retirement saving bad habits to avoid. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener

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51:35

Retirement Planning-Survey Results

Financial Safari with Marty Nevel ·

2022/08/26

Marty examines a recent Transamerica survey conducted to determine what people know and don’t know about retirement planning. He comments on a surprising statistic of a low percent of workers who actually have a written plan and stresses the need of implementing strategies and understanding asset allocation. He then moves into tips on how to boost your retirement savings such as automating your efforts, sticking to a budget, and eliminating debt. Marty closes with a comparison of retirement

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51:13

Present Concerns of Retirees and Pre-Retirees

Financial Safari with Marty Nevel ·

2022/08/19

Marty addresses the concerns on the minds of everyone and especially those entering retirement. Those concerns are, of course, inflation, recession, and the overall economic climate. He also talks about the best protection strategies. He examines a BlackRock survey which asked retirees and savers to describe their “go to” savings and growth vehicles and closed with dispelling myths about annuities. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy

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51:15

Recession, Inflation, and Your Retirement-Wide Age...

Financial Safari with Marty Nevel ·

2022/08/12

Marty looks at the state of our economy and offers information on best protective strategies for retirees and soon to be retirees. He then turns to spousal retirement strategies when there is a significant age gap. Marty closes with tips on stretching retirement dollars including the proper Social Security decisions for you, diversification of your portfolio, creating a budget, and building retirement pay checks. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for

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51:29

Retirees Are Returning To the Workforce, How to...

Financial Safari with Marty Nevel ·

2022/08/05

Marty looks at why more retirees are making the decision to return to the workforce. He points at what to consider in your planning to help make sure you only return to work by choice. He talks about how recession fears and high inflation are driving these decisions. Marty then covered tips to keep your retirement finances in good shape such as understanding your lifestyle expenses, creating that retirement paycheck, and understanding the tax impact. He then moved to some of the do’s and don’ts

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49:50

Retiring in a Bad Economic Climate-Putting Your...

Financial Safari with Marty Nevel ·

2022/07/29

Marty talks about properly managing the concerns felt by retirees in the middle of possible recession, the highest inflation in forty years, and rising interest rates. He discusses the inverse relationship between the stock and bond market and explains how proper planning can set retirees up with built in income streams that can help ease the anxiety. He discusses how he determines his client’s “numbers” to better custom plan for them. He includes the financial independence number, the Social

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50:44

Maximize Income, Minimize Tax Liability-Your...

Financial Safari with Marty Nevel ·

2022/07/22

Marty discusses taxes that could impact your retirement income such as the 10-year payout rule, increase Medicare premiums, and how widow(er)'s lose married filing jointly tax rates. He looks at making sure you can achieve your retirement goals while also understanding that priorities will change over time. Once again, Marty points out the importance of remaining tax efficient. Marty knows the importance of learning from mistakes that have been made in retirement planning. He covers the mistakes

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199 results

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