Haven Financial Group: Recent Episodes
Larry Kallevig
Larry Kallevig and The Haven Financial Group believe that retirement can be simple and easy. Larry’s passion is helping those who have worked hard their entire lives to thrive financially so that they can accomplish their goals. He believes in building relationships and building a plan that best suits your needs financially. Whether it’s a question about Roth’s, estate planning, taxes, 401k’s or more, Larry is here to be a resource for your retirement planning. Listen each week as he simplifies the latest financial news to help you find the right opportunities for your financial future.
Investment Advisory Services offered through Guardian Wealth Strategies, LLC. Haven Financial Group and Guardian Wealth Strategies, LLC are not affiliated companies. Information presented is for education purposes only, and does not intend to make an offer or solicitation for the sale or purchase of any insurance products, specific securities, investment, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Please, consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.
In this episode, Larry talks about the idea that money brings happiness. His take on it comes from years of helping people successfully plan for retirement. Also, he takes you through what a meeting with his team is like and the things you should be talking about with your financial advisor.
Retirement talk that helps you plan for the future through IRA's, investing, retirement planning and more.
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This week Larry talks about the rising interest in adjustable-rate mortgages and the dangers that may lie within. Also, handling credit card debt in retirement and how taxes can affect your retirement savings. Plus, the new world of flying motorbikes! Retirement talk that helps you plan for the future through IRA's, investing, retirement planning and more.
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This week Larry talks about the age-old question…what is retirement age? Is there a true blue retirement age? Also as we head towards retirement one of the biggest things we’re not taking care of is estate planning. Larry explains why it is so important to have that plan in place. Also, can a virtual CEO be a good thing? Listen to find out. Retirement talk that helps you plan for the future through IRA's, investing, retirement planning and more.
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In this episode Larry talks about tech stocks and what to watch out for as well as what inflation is doing to medicare and how to deal with that. Plus, his favorite candy & why he can't eat it anymore 😊 Retirement talk that helps you plan for the future through IRA's, investing, retirement planning and more.
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In this episode Larry talks about the new fad of cheesy nail polish, some of the best states to retire to as well as how to deal with all the doom and gloom news we hear about our finances. Taxes, 401K's, Roth IRA's all the things we've used to save for our retirement years that are being affected by external factors and how to deal with those factors.
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In this episode Larry talks about the world record holder for holding a job, what his 401K must be like and how to be sure that in our golden years we don't forget our about retirement plans. Plus how to deal with a bear market and how it affects your retirement strategy.
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Have you ever played Pickleball? It's the fastest growing sport right now so we talk a little Pickleball as well as how to handle the market volatility we're seeing and preparing for rising health care costs. Larry Kallevig and his Haven Financial Group team are here to help you live your best life in retirement.
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In this episode, we talk about a new kind of doughnut and what it takes to be smart with your money in retirement. Larry Kallevig, founder & CEO of Haven Financial Group discusses whether it's better to invest in a home or a baseball team? Also, we talk about how to handle the market volatility we've been seeing for the past couple of months so it affects your retirement plan in the least way possible.
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We talk about our favorite snacks for the big game and taxes. It is tax season so in this episode Larry talks about ways to prepare yourself for the effect taxes could have on your retirement plan. How best to put your portfolio together to be sure you're not giving away too much in taxes in your retirement years and more!
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Let’s face it from the time that bouncing bundle of joy arrives in your life until they get out of college it seems like you’re always paying for something to help them out. In this episode Larry talks about the unfortunate drain that adult kids can have on your retirement savings without you even realizing it. Also, what happens when we leave our kids our 401K retirement plans and on top of it all what happens if we don’t have a solid estate plan?
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We have a couple of hot topics for you this week! After talking about the new spicy sandwich at Arby’s we talk about inflation and how it could affect your retirement portfolio. We’re seeing some of the highest inflation since the ‘70’s and Larry gives us his thoughts on how long this may last and how best to prepare your retirement savings plan to deal with it. After all we all know the old saying “failing to plan is planning to fail”, Larry also discusses what he helps his clients do to plan for times like these.
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You really can’t go anywhere these days and not feel the effects of Inflation. From groceries to furniture and everything in between. Is your retirement portfolio able to weather this kind of storm? Larry talks about how to be ready for inflation and other factors hitting our retirement money as well as who can you trust to help you with getting through retirement.
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There is a lot still undecided on how we’re going to pay for all the spending D.C. has been doing. One thing we know is it will come in the form of taxes, just exactly how that will affect us is what Larry discusses in this week’s episode.
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