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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

51:04

The Jan Brady of Generations?

Financial Safari with Marty Nevel ·

2024/07/05

Marty discusses the challenges facing Generation X in saving for retirement. He compares Gen Xers to Jan Brady from the Brady Bunch, as the middle child often overlooked compared to the baby boomers and millennials. Marty emphasizes the importance of preparation and planning for retirement, as many Gen Xers are nearing retirement age. He also touches on the topic of high-interest debt and the need to pay it off before retirement. Reach Marty at 888-519-9096. Smart Money SolutionsSee

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51:38

The Role of AI in Retirement

Financial Safari with Marty Nevel ·

2024/06/28

Marty discusses the changing landscape of retirement and the challenges faced by pre-retirees and retirees today. He highlights the need for proper planning and diversification to ensure a secure retirement. The conversation also touches on the role of artificial intelligence (AI) in financial planning and the advantages of the human touch in creating personalized retirement plans. Marty discusses the importance of the human element in retirement planning and addresses common questions and concerns

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51:23

The Baby Boomer Wave

Financial Safari with Marty Nevel ·

2024/06/21

The retirement of 10,000 baby boomers every day is having significant impacts on current retirees as well as the broader economic and social systems. This wave of retirees is putting a strain on social security, Medicare, and pension systems. Changes are being proposed to make social security and Medicare more needs-based and to increase the tax on the younger generation. The rising demand for healthcare is also a concern, and individuals are encouraged to contribute to HSAs and save for future

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51:23

The New Retirement

Financial Safari with Marty Nevel ·

2024/06/14

Marty covers significant changes in retirement planning over the last 20 years, including shifts in the economy, demographics, technology, and regulatory environments. He discusses the demise of private sector pensions, the shift to defined contribution plans, increased contribution limits, the introduction of the Roth 401k, automatic enrollment, and changes in required minimum distribution ages. He also provides insights into annuities and their role in retirement planning. Reach Marty at

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50:53

Regret Free Retirement

Financial Safari with Marty Nevel ·

2024/06/07

Marty discusses the financial regrets of retirees and the importance of retirement planning. He emphasizes the need for a comprehensive plan that accounts for unexpected events, inflation, and volatility. Marty also addresses the unique challenges women face in retirement and the importance of custom-tailored plans. He highlights the significance of guaranteed lifetime income and the impact of retirement age on benefits and penalties. Reach Marty Nevel at 888-519-9096. Smart Money SolutionsSee

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51:25

Expect the Unexpected

Financial Safari with Marty Nevel ·

2024/05/31

Retirement planning requires expecting the unexpected and being prepared for various expenses. Health care costs, including Medicare and supplemental plans, should be considered. Long-term care insurance may not be the best option, and alternatives like life insurance or annuities should be explored. Homeownership comes with maintenance costs, property taxes, and potential downsizing expenses. Taxes are an ongoing concern in retirement and should be accounted for in financial planning. Marty Nevel

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51:11

Face the Retirement Challenges

Financial Safari with Marty Nevel ·

2024/05/24

Marty Neville discusses the current state of the economy, the impact of government policies, and the challenges facing retirees. He shares his agreement with billionaire investor Stanley Druckenmiller's criticism of the Federal Reserve and the need for fiscal discipline. Marty also highlights the importance of comprehensive retirement planning and the need for multiple sources of income. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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51:36

Retirement Misconceptions

Financial Safari with Marty Nevel ·

2024/05/17

Marty Nevel clears up common misconceptions about retirement and provides tips to help listeners save more. The episode also discusses the impact of taxes in retirement and the importance of evaluating and reducing unnecessary expenses. Marty discusses the importance of contributing to a 401k and taking advantage of company matches. He also advises on how to make the most of tax refunds and windfalls, such as inheritances or bonuses. Reach Marty at 888-519-9096. Smart Money SolutionsSee

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51:21

Avoid Retirement Regrets

Financial Safari with Marty Nevel ·

2024/05/10

Marty discusses the biggest financial regrets of 2023 and provides tips to avoid them. The top regrets include not saving enough for retirement, failing to take advantage of interest-bearing accounts, accumulating too much credit card debt, and not saving money for emergencies. Marty emphasizes the importance of saving early and consistently, taking advantage of high-yield accounts, paying off credit card debt, and building an emergency fund. The conversation also touches on the need for

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51:03

Late Start Retirement Saving

Financial Safari with Marty Nevel ·

2024/05/03

Marty discusses the importance of saving for retirement, strategies for starting late, and the benefits of maximizing contributions to retirement accounts. The conversation concludes with a discussion on low-risk investments for retirement income, including real estate and dividend-paying stocks. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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51:26

New & Old Retirement Tips

Financial Safari with Marty Nevel ·

2024/04/26

In this conversation, Marty Nevel shares tips and strategies to help listeners prepare for retirement. He discusses the changes in retirement planning due to the Secure Act and Secure Act 2.0, such as the option to deposit money into a Roth account and make tax-free withdrawals for emergencies. Marty also talks about the importance of understanding sequence of returns risk and having a conservative investment strategy. He emphasizes the need for couples to openly discuss their finances, have a

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51:12

The Impact of Inflation

Financial Safari with Marty Nevel ·

2024/04/19

In this conversation, Marty Nevel covers some important questions to ask your financial advisor about inflation and its impact on retirement planning. Marty emphasizes the need for a long-term financial plan that factors in inflation and provides guaranteed income. He also goes over some common retirement mistakes to avoid, such as trying to beat the market, keeping all your money in cash, over-diversifying, being hesitant to spend your savings, and feeling trapped by real estate. Reach Marty at

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51:25

Retirement Par “Fore” the Course

Financial Safari with Marty Nevel ·

2024/04/12

Marty discusses lessons from golf that can be applied to retirement planning. He emphasizes the importance of not taking unnecessary risks with retirement funds and having a coherent financial retirement plan. He compares choosing the right club in golf to selecting the right assets and strategies in retirement planning.Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.

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51:26

Be Very Leery of Social Media Advice

Financial Safari with Marty Nevel ·

2024/04/05

In this conversation, Marty Nevel discusses the potential damage caused by financial advice on social media. He exposes some of the worst financial planning advice that has gone viral and explains why it is dangerous. Marty also debunks myths about 401(k) scams and the idea of following the rich and famous for financial success. The conversation concludes with a discussion on the Federal Reserve bank account scam and the need to plan for a secure financial future. Reach Marty at 888-519-9096. Smart

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51:32

Challenging Economic Landscape

Financial Safari with Marty Nevel ·

2024/03/29

The conversation covers various topics related to retirement planning and economic concerns. It begins with a discussion about the impact of government policies on the economy. The conversation then explores spending issues, inflation, and the challenges of retirement planning. The 4% rule and retirement income are also discussed, along with the importance of historical data and the 60-40 stock-bond portfolio. The conversation concludes with a focus on important questions to ask for retirement

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51:25

Early Retirement

Financial Safari with Marty Nevel ·

2024/03/22

In this conversation, Marty Nevel discusses various aspects of retirement planning, including considerations for retiring early, distribution strategies, mental preparation for retirement, order of withdrawals, alternative strategies, and answering retirement questions. In this conversation, Marty discusses various topics related to retirement planning. The discussion then shifts to leaving inheritance to children and the flexibility of estate planning. Marty also addresses the question of whether

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51:33

Basketball and Retirement?

Financial Safari with Marty Nevel ·

2024/03/15

In this episode, Marty discusses the importance of spring cleaning and financial organization, including the need for an emergency fund and debt management. He also emphasizes the significance of maximizing retirement contributions and proactive tax planning. Marty highlights the importance of asset allocation and risk management in retirement planning. He offers comprehensive retirement reviews and emphasizes the lessons that can be learned from college basketball, such as the fundamentals of

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50:54

Social Security-History and Future

Financial Safari with Marty Nevel ·

2024/03/08

In this conversation, Marty discusses various retirement planning strategies, with a focus on Roth contributions and the tax implications of different retirement accounts. He also explores the potential changes to Social Security and the importance of maximizing Social Security benefits. Marty emphasizes the need for comprehensive planning and understanding the evolving landscape of retirement planning. The conversation covers various topics related to retirement planning, including changes to the

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51:24

Taxes in Retirement

Financial Safari with Marty Nevel ·

2024/03/01

In this conversation, Marty Nevel discusses various topics related to taxation in retirement. He covers what is and what isn't taxed in retirement including Social Security benefits, pensions, interest-bearing accounts, capital gains, traditional IRAs and 401(k)s, life insurance proceeds, and savings bonds. Marty also emphasizes the importance of planning for retirement and incorporating one's bucket list into their overall life planning. Then he discusses the importance of having a safe money

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51:13

It’s Your Legacy

Financial Safari with Marty Nevel ·

2024/02/23

In this episode, Marty Neville discusses the importance of estate planning and the components that come under its umbrella. He emphasizes the need for a comprehensive and up-to-date estate plan to ensure that one's wishes are followed and to keep the government out of one's affairs. Marty also addresses the world's worst retirement planning advice, debunking the notion that Social Security benefits are enough to live off of in retirement. He highlights the importance of having a customized

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