Safe Haven $olutions
Your one-stop-shop for quick, comprehensive, and timely financial advice. Welcome to the Safe Haven $olutions Podcast hosted by Larry Kallevig, Founder and CEO of Haven Financial Group in Burnsville, Minnesota.
Episodes
As you approach retirement, the last thing you want is a surprise tax bill cutting into your hard-earned gains. But with potential opportunities that could come from tax loss harvesting, Roth conversions, or capitalizing on the 0% tax rate, you can preserve your financial health.
To learn more visit havenfinancialgroup.com today!
Estate taxes can be a hidden financial burden, especially for those with larger estates. Understanding how they work and exploring strategies to reduce them is essential to protecting your legacy. Let’s dive into key strategies for reducing estate taxes!
To learn more visit havenfinancialgroup.com today!
You’ve likely heard about retirement accounts like 401(k)s, IRAs, and Roth IRAs, each with their own tax benefits. But how do they really work? Let’s explore how to make the most of these retirement savings tools.
To learn more visit havenfinancialgroup.com today!
As you approach retirement, tax strategy becomes crucial. Did you know that part of your Social Security benefits may be taxable? Or that smart income planning can keep you in a lower tax bracket? Today, we’ll break down key tax strategies.
To learn more visit havenfinancialgroup.com today!
As you plan for retirement, the last thing you want is market volatility putting your goals at risk. Traditional investment strategies can leave you exposed, but there are smarter ways to protect what you’ve built. With the right mix of income tools, protection strategies, and smart allocation, you can stay on track—no matter what the market does. Let’s discuss!
To learn more visit havenfinancialgroup.com today!
Financial confidence doesn’t just come from having money—it comes from having a plan. Too often, people lose more than they need to because they didn’t have the right guidance. A financial advisor isn’t just there to build a portfolio—they’re there to help protect it, adjust it, and keep you on track.
To learn more visit havenfinancialgroup.com today!
You’ve probably heard the word “tariff” tossed around in the news lately—but what does it actually mean for your investments? On this episode, we discuss how tariffs work, why they’re rattling investors, and what you can do right now to help protect your financial future.
To learn more visit havenfinancialgroup.com today!
As market headlines grow more alarming, planning for retirement stability is more important than ever. Investors tend to focus on growth, but what about protecting what you’ve already built? Today, we’re breaking down what’s driving the volatility, what it means for the economy, and what smart investors should be thinking about.
To learn more visit havenfinancialgroup.com today!
As you plan for your child’s education, the last thing you want is unexpected tax penalties eating into your savings. Traditional options like 529 plans can come with restrictions, but there’s a more versatile strategy worth exploring. With the power of Universal Life or Indexed Universal Life Insurance, you can fund college and keep your financial freedom intact.
To learn more visit havenfinancialgroup.com today!
Generational wealth doesn’t just happen, and all too often, wealth is lost through a lack of strategic planning. Family financial planning isn’t just about today—it’s about safeguarding for decades to come. From tax strategies to family education, there are steps you can take now to protect what you’ve built. Let’s explore how planning as a family can preserve wealth for generations!
To learn more visit havenfinancialgroup.com to...
As college costs skyrocket, planning ahead is more important than ever. Many parents focus on saving—but what about understanding the true value of a degree in today’s economy? The price of college has surged compared to what Gen X and Baby Boomers paid, yet it remains a gateway to higher earnings and better career opportunities. Today, we break down the real cost, the value, and what families need to know.
To learn more visit ha...
You’ve probably heard of 529 plans as a way to save for college—but they’re more flexible than most people realize. From K-12 education expenses to tax-free growth and even student loan payments, 529s can do more than just cover tuition. Let's discuss how to make the most of a 529.
To learn more visit havenfinancialgroup.com today!
As a member of Gen X, the retirement planning process might be creeping up on you. You might have questions about your investment plan, your wealth goals, income strategies, and more. But one of the most important costs to cover—especially for you now—is healthcare.
To learn more visit havenfinancialgroup.com today!
Gen X faces a unique retirement landscape that other generations simply haven’t encountered. In this episode, we uncover the unique factors you should watch for when planning for retirement.
To learn more visit havenfinancialgroup.com today!
If you’ve contributed to an IRA, 401(k), or other defined contribution account to save for your retirement, you’re likely to invest in assets with exposure to the stock market. The stock market has many benefits, but it doesn’t come without its drawbacks. Let's discuss!
To learn more visit havenfinancialgroup.com today!
You've probably heard about pensions. You may even have one of your own that you've contributed to throughout your working years. But unfortunately, pensions have been rarely offered by employers for quite some time. But how do they really work? And if you don’t have one, how can you emulate the steady income stream it provides?
To learn more visit havenfinancialgroup.com today!
Annuities offer a flexible way to provide yourself steady income, protect savings, and address specific financial goals in retirement. Whether you're looking to safeguard against outliving your money, manage market risks, or leave a legacy, annuities can be customized to fit your needs. Let’s explore what annuities are, how they work, and why they might be a valuable part of your retirement strategy.
To learn more visit havenfina...
Even with the best tools and resources, making decisions based on panic or uncertainty can lead to costly mistakes, jeopardizing your retirement plans and their stability. Let’s explore key strategies to help you maintain confidence in your retirement plan, no matter the financial environment.
To learn more visit havenfinancialgroup.com today!
You’ve spent years building your retirement savings, but without the right strategy, market volatility could quickly erode what you’ve worked so hard for. The right approach not only protects your wealth but also ensures your retirement income remains stable, no matter how the market performs. Let’s explore the hidden costs of market volatility and how you can safeguard your retirement from unnecessary risks.
To learn more visit ...
Tariffs have become a hot-button financial issue. To fully understand how and to what degree tariffs might impact our economy, and therefore your retirement, let’s discuss how tariffs really work.
To learn more visit havenfinancialgroup.com today!
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