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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

51:31

Wealth Preservation

Financial Safari with Marty Nevel ·

2024/11/22

Marty discusses the essential strategies for wealth preservation and retirement planning. He emphasizes the importance of having a financial plan, diversifying investments, maintaining an emergency fund, and implementing effective tax strategies. The discussion also highlights the role of professional guidance in navigating retirement planning and the pitfalls of consumerism and overspending. Marty shares insights on avoiding common retirement mistakes and the significance of being cautious with

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50:40

Retirement ‘Round the Thanksgiving Table

Financial Safari with Marty Nevel ·

2024/11/15

Marty addresses the realities of retirement planning, emphasizing the importance of meeting concerns such as market volatility, Social Security, health, and inflation. The discussion also touches on political concerns and the dynamics of family gatherings during the holidays, highlighting the importance of being prepared for various situations in retirement. Marty discusses the various personality types encountered during holiday gatherings and how they can impact retirement planning. He

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51:05

Learn from the Financial Infamous

Financial Safari with Marty Nevel ·

2024/11/08

Marty discusses the realities of retirement planning, highlighting common mistakes retirees make, such as underestimating expenses and not factoring in healthcare costs. He emphasizes the importance of maximizing social security benefits, implementing proactive tax strategies, and planning for long-term care. The discussion also touches on financial criminals and the lessons that can be learned from their actions, underscoring the need for careful investment and financial planning. Marty delves

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51:23

Retirement Treats

Financial Safari with Marty Nevel ·

2024/11/01

Marty explores the parallels between Halloween treats and retirement planning. He discusses the importance of layering income sources, maximizing social security benefits, and preparing for inflation and medical costs. Marty emphasizes the need for a comprehensive retirement plan that includes strategies for job changes, market volatility, and ensuring savings last throughout retirement. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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51:28

The Right Ingredients for Retirement

Financial Safari with Marty Nevel ·

2024/10/25

Marty discusses the essential aspects of retirement planning, addressing common misconceptions about retirement savings, the importance of having a financial plan, and strategies for maximizing savings and social security benefits. He emphasizes the need for proactive planning regarding taxes, healthcare, and long-term care, while also highlighting the significance of a spending plan to ensure a comfortable retirement. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener

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51:07

The Financial Seasons

Financial Safari with Marty Nevel ·

2024/10/18

Marty discusses the importance of financial planning through the lens of seasonal changes. He explores how different life stages can be likened to seasons, emphasizing the need for early savings, nurturing growth, harvesting gains, and preparing for retirement. The discussion also highlights the unique challenges faced by Generation X as they approach retirement, including the need for risk management and understanding the shift from pensions to 401(k) plans. Marty provides actionable strategies for

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51:35

Financial Emotions

Financial Safari with Marty Nevel ·

2024/10/13

Marty discusses various aspects of retirement planning, focusing on the emotional elements involved, the importance of having a comprehensive financial plan, and how to navigate life's unexpected challenges. He emphasizes the need for flexibility in financial planning to accommodate life's changes and the impact of inflation and market volatility on financial security. The conversation also highlights the significance of family connections and the joy of holiday gatherings. Reach Marty at

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51:32

Take Your Lifestyle to Retirement

Financial Safari with Marty Nevel ·

2024/10/04

Marty discusses the complexities of retirement planning, emphasizing the importance of income strategies, investment choices, and understanding social security benefits. He provides insights on crafting a comprehensive spending plan, maintaining lifestyle in retirement, and the role of taxes. The discussion also covers risk management in investments and answers listener questions, offering expert advice tailored to individual needs. Reach Marty at 888-519-9096. Smart Money SolutionsSee

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50:52

Expect the Retirement Unexpected

Financial Safari with Marty Nevel ·

2024/09/27

Marty discusses the complexities of retirement planning, emphasizing the importance of being prepared for uncertainties, particularly in healthcare, homeownership, inflation, and taxes. Marty also welcomes America’s Wealth Coach and best-selling author Coach Pete D’Arruda to the podcast. They both discuss good retirement strategies and Coach Pete’s new book, “The Big Book on Retirement.” Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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50:24

Retirement in the News

Financial Safari with Marty Nevel ·

2024/09/20

Marty discusses recent financial headlines and their impact on retirement planning. The conversation covers topics such as the retirement disconnect, the potential decimation of retirement savings from taxes, Americans' biggest financial regrets about retirement, and the lack of knowledge about Social Security benefits. Marty emphasizes the importance of creating a comprehensive retirement plan that includes sustainable income and proactive tax strategies. Reach Marty at 888-519-9096. Smart Money

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51:30

Financial Early Detection

Financial Safari with Marty Nevel ·

2024/09/13

Marty discusses the importance of early detection and prevention in both physical and financial health. He compares various physical ailments, such as heart disease, Alzheimer's disease, and diabetes, to financial concerns and emphasizes the need for proactive planning and preparation. Marty also highlights the significance of maximizing Social Security benefits, managing taxes, and preparing for out-of-pocket healthcare costs and long-term care. He concludes by emphasizing the importance of having

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51:32

A Royal Retirement

Financial Safari with Marty Nevel ·

2024/09/06

Marty discusses the financial lessons we can learn from historical monarchs. He emphasizes the importance of sustainable retirement strategies, avoiding get-rich-quick schemes, and ensuring consistent growth in investments. Marty also highlights the dangers of ignoring financial problems and delaying critical changes, as well as the risks of overinvestment and emotional spending. He stresses the need for comprehensive retirement planning, including estate planning, financial planning, and tax

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51:23

Past Presidents and Their Economies

Financial Safari with Marty Nevel ·

2024/08/30

Marty explores the intersection between presidential races and economic policies and how they can affect financial futures, especially in retirement. He discusses past administrations and the economy during their terms, highlighting key events and policies. Topics include high inflation, gas lines, interest rates, tax cuts, national debt, and the impact of different administrations on retirement planning. The conversation also delves into the current political landscape and the importance of

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51:08

Strategies for the Financial Red Zone

Financial Safari with Marty Nevel ·

2024/08/23

Marty discusses common mistakes to avoid in retirement planning. The first mistake is waiting too long to plan, but Marty emphasizes that it's never too late to start. He recommends starting in your mid to late 40s or early 50s. Another mistake is underestimating the cost of living, especially with inflation and rising expenses. Marty advises getting rid of debt and having an emergency fund. He also highlights the importance of considering long-term care and having a plan in place. Other mistakes to

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51:20

Proper Estate Planning

Financial Safari with Marty Nevel ·

2024/08/16

Marty discusses common estate planning mistakes, such as failing to create an estate plan, not updating the plan, ignoring digital assets, and not properly funding a trust. He also emphasizes the importance of having powers of attorney in place and seeking professional help for estate planning. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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51:30

Roth Conversions

Financial Safari with Marty Nevel ·

2024/08/09

The conversation revolves around the topic of Roth conversions and whether or not they make sense for individuals. Marty Nevel, a retirement specialist, discusses the various circumstances in which Roth conversions may be beneficial, such as lowering future tax brackets and estate planning. He also highlights the importance of careful consideration and analysis before deciding to do a Roth conversion. Other topics covered include the need for a diversified tax liability, maximizing retirement

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50:56

The Steps to Retirement

Financial Safari with Marty Nevel ·

2024/08/02

Marty discusses the five basic steps to retirement planning and emphasizes the importance of income planning and expense management. He also highlights the significance of investment management, healthcare and long-term care planning, and estate planning. Marty mentions the option of having an encore career or working in some capacity during retirement. He discusses the role of annuities and real estate income as additional streams of income. Marty also addresses the question of being bullish or

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49:45

Marty’s Take on Financial News Stories

Financial Safari with Marty Nevel ·

2024/07/26

Marty gives his take on recent financial news stories. He comments on the fact that many retirees are facing a financial crisis with half having less than $145,000 saved, well below the recommended amount. Other stories Marty commented on include common regrets among retirees include not saving more, not having a written financial plan, underestimating retirement costs, and not planning for healthcare expenses. Retired women are significantly more likely to face financial hardships compared to

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51:20

Partnership with a Financial Professional

Financial Safari with Marty Nevel ·

2024/07/19

Marty discusses the importance of finding the right financial advisor for retirement planning. He covers topics such as how to find a financial advisor, the benefits of working with an advisor, and the components of a good retirement plan. He also touches on the impact of inflation, rising delinquencies, and bank closures on the economy. Marty emphasizes the need for a comprehensive plan that addresses income, estate planning, tax planning, investment management, and healthcare planning. Reach

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50:42

Investing in Retirement

Financial Safari with Marty Nevel ·

2024/07/12

Marty discusses the importance of continuing to invest once you retire. He emphasizes the use of safe money strategies, such as annuity products and life insurance programs, to ensure a guaranteed income and growth. Marty also highlights the impact of inflation on purchasing power and the need to keep up with it. He mentions the importance of having emergency funds for unexpected expenses and opportunities. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy

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