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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

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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51:23

Small Retirement Strategies Can Make a Big...

Financial Safari with Marty Nevel ·

2022/07/15

Marty demonstrates how small measures could make a big difference in light of the current economic climate. Strategies discussed include using credit cards to your advantage, reevaluating your insurance coverage, and even looking at services to consider cutting such as streaming services you never use. He then moves to potentially costly mistakes to avoid such as accessing retirement funds early and failing to maximize your Social Security benefits. Marty closes with a discussing on how to

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50:43

Financial Risks and Solutions-Prepping for...

Financial Safari with Marty Nevel ·

2022/07/08

Marty points out the risks of retirement planning and focuses on risks of today including market volatility and inflation. He goes into the strategies that should be considered by pre-retirees and retirees given the standard risks and the risks of our current economic climate. He moves into good retirement preparation strategies especially for those with just a few more years to work. He then moves into how married couples should approach their retirement planning in making sure it’s a team

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51:35

Retiree Regrets to Avoid-Inflation, Bear Market,...

Financial Safari with Marty Nevel ·

2022/07/01

You want a retirement with as few regrets as possible. What are some things you can do in the financial red zone to avoid having those regrets? Marty covers that in this podcast. He also addresses the current economic climate with the bear market, inflation, rising interest rates, recession possibly looming and what retirees and soon to be retirees should be considering. He closes with good financial red zone moves to make sure you launch a stronger retirement such as catch-up saving, paying off

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50:39

The New Retirement-Expenses, Penalties, and...

Financial Safari with Marty Nevel ·

2022/06/24

Marty points out how retirement planning is different now due to many factors such as dwindling pensions and longevity. He talks about the importance of building income, protecting your wealth, and factoring in health care costs and inflation. He then moves into discovering fees you may be paying and avoiding unnecessary costs in retirement including penalties. Marty then keeps the conversation grounded in reality as he debunks some retirement myths and old ways of thinking in crafting retirement

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50:50

Costly Retirement Mistakes-Earlier...

Financial Safari with Marty Nevel ·

2022/06/17

Marty covers three retirement investment mistakes to avoid including maintaining the wrong asset allocation, failure to properly diversify, and investing without liquid savings. If you are of the mind to expedite your retirement date, he gives you some things to consider. Marty also offers tips to help give you more comfort in your retirement spending such as developing a good, structured spending plan and exploring different potential income solutions. You can reach Marty Nevel by calling

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50:44

Early Retirement Moves-Old Rules/New Rules-One Spouse...

Financial Safari with Marty Nevel ·

2022/06/10

Marty covers some important considerations when you first launch retirement to help preserve your wealth. He then moves into what could be new rules of retirement post-pandemic and given that people are living longer. Marty then goes over the planning strategies in the scenario of one spouse retiring and the other still working. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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50:44

The Retirement Planning Process-Old 401(k)-Running...

Financial Safari with Marty Nevel ·

2022/06/03

Marty explains what should be considered in formulating your retirement plan including knowing your vision, your day-to-day expenses, reviewing your assets, your risk, and your potential tax liability. The conversation then moves to options available with your old 401(k) and mistakes to avoid helping to make sure you don’t run 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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50:44

Inflation-Crypto-Retirement Phases

Financial Safari with Marty Nevel ·

2022/05/27

Marty covers the topic everybody’s talking about and that’s inflation. He talks about the need to have a growth aspect in your retirement plan, planning for healthcare costs, and even touches on TIPS and I-bonds. He then moves into some frequently asked questions on cryptocurrency and discusses whether or not it should be included in your retirement and by how much. He closes by going through the different phases of retirement to pre-retirement planning, the big day, the honeymoon phase,

en-US

50:24

Financial Literacy-Dividend Stocks-Retirement Basics

Financial Safari with Marty Nevel ·

2022/05/20

Marty goes over what should be considered when nearing retirement such as taking advantage of catch-up contributions, looking at your investment strategies, and making decisions about your Social Security. The discussion then moves into fortifying your portfolio and your retirement plan during times of market volatility and five mistakes to steer clear of when considering your retirement plan. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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50:32

Pre-Retirement Decisions-Volatile Market...

Financial Safari with Marty Nevel ·

2022/05/13

Marty goes over what should be considered when nearing retirement such as taking advantage of catch-up contributions, looking at your investment strategies, and making decisions about your Social Security. The discussion then moves into fortifying your portfolio and your retirement plan during times of market volatility and five mistakes to steer clear of when considering your retirement plan. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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52:00

Taxes in Retirement-Secure Act 2.0

Financial Safari with Marty Nevel ·

2022/05/06

Marty breaks down the cumulative impact of federal and state taxes in retirement looking at Traditional IRAs and 401(k)s, Social Security, pension, annuities, and dividends. He also provides and update on Secure Act 2.0 and the proposed provisions as they stand now as this legislation works its way through Congress. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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51:29

Retirement Lifestyle-Spousal Strategies-Stretch Your...

Financial Safari with Marty Nevel ·

2022/04/29

Marty discusses what to consider in helping to make sure you maintain the lifestyle you want in retirement and how to watch for fees and elements that could be eating away at your retirement. He also stresses the importance of couples being on the same page when it comes to retirement planning. You can reach Marty Nevel at 888-519-9096.See omnystudio.com/listener for privacy information.

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51:48

Financial Anxiety-Inflation-Annuities

Financial Safari with Marty Nevel ·

2022/04/22

There’s so much going on in the economy to cause anxiety and especially for those nearing or in retirement. Marty offers some tips to help bring that anxiety down. He also tackles inflation with survival strategies and answers some frequently asked questions about annuities. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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51:20

Taxes in Retirement-Tumultuous Times-Comfortable...

Financial Safari with Marty Nevel ·

2022/04/15

Marty outlines three tax strategies to help you keep more of what you’ve saved over the years. He then moves into the challenges we face such as high inflation and market volatility and the moves to help you navigate to and through your retirement such as generating lifetime income, proactive health care and tax strategies, and proper estate planning. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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51:28

Inflation-Decumulation-5 Point Checkup

Financial Safari with Marty Nevel ·

2022/04/08

As we’re seeing high inflation, how should you factor that in your retirement plan? Marty explores the effects of inflation in your strategies and good moves to consider. He also discusses the psychological effect of transitioning from the accumulation phase of your life to one of decumulation and then talks about what he considers when meeting clients for their periodic portfolio review. You can reach Marty by calling 888-519-90096.See omnystudio.com/listener for privacy information.

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51:31

Taxes in Retirement-Roth IRA-Risk in Retirement

Financial Safari with Marty Nevel ·

2022/04/01

Taxes follow you into retirement. How do you make sure you pay only your fair share? Marty addresses many things to consider regarding taxes in retirement such as lost tax deductions, income strategies, Social Security tax rules, and components that are and are not subject to taxation. He stays on the tax theme with looking at the proactive strategy of utilizing the Roth IRA and then covers risks in retirement from longevity to health care and sequence of returns risk. You can reach Marty Nevel by

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51:19

Crypto in Retirement-Never Too Late-The New Retirement

Financial Safari with Marty Nevel ·

2022/03/25

Does cryptocurrency belong in your retirement portfolio. Marty takes a close look at crypto and if or how to include it in your plan. He covers retirement planning strategies for those who started a little late and stresses that retirement planning of today is different from that of our parents’ generation. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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49:56

Retirement Knowledge-Tax Perks-Expenses

Financial Safari with Marty Nevel ·

2022/03/18

Knowledge is power and Marty examines some things that retirees and pre-retirees don’t know that they don’t know. Three areas of insufficient knowledge are how much growth is needed to factor inflation, how much income Social Security will provide, and how much to safely withdraw. Marty also goes over some tax benefits for those 50 and older and warns of expenses that could put a dent in your retirement savings. You can reach Marty Nevel by calling 888-519-9096.See

en-US

51:49

Retirement Income-Retirement Planning Mode-Retirement...

Financial Safari with Marty Nevel ·

2022/03/11

Marty takes a creative look at what can be considered additional income streams in retirement. The discussion turns to some vehicles that can be considered income streams in addition to good proactive tax devices. He then breaks down how your thinking should change in your fifties and then highlights fears faced by many retirees. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

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