Financial Safari with Marty Nevel
200 episodes - English - Latest episode: 1 day ago -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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Episodes
Inflation-Crypto-Retirement Phases
May 27, 2022 19:00 - 50 minutes - 46.5 MBMarty 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, ...
Financial Literacy-Dividend Stocks-Retirement Basics
May 20, 2022 16:00 - 50 minutes - 46.2 MBMarty 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 infor...
Pre-Retirement Decisions-Volatile Market Navigation-Pitfalls
May 13, 2022 16:00 - 50 minutes - 46.3 MBMarty 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 infor...
Taxes in Retirement-Secure Act 2.0
May 06, 2022 16:00 - 52 minutes - 47.6 MBMarty 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.
Retirement Lifestyle-Spousal Strategies-Stretch Your Dollars
April 29, 2022 16:00 - 51 minutes - 47.2 MBMarty 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.
Financial Anxiety-Inflation-Annuities
April 22, 2022 16:00 - 51 minutes - 47.5 MBThere’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.
Taxes in Retirement-Tumultuous Times-Comfortable Retirement
April 15, 2022 16:00 - 51 minutes - 47 MBMarty 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.
Inflation-Decumulation-5 Point Checkup
April 08, 2022 20:00 - 51 minutes - 47.1 MBAs 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.
Taxes in Retirement-Roth IRA-Risk in Retirement
April 01, 2022 17:00 - 51 minutes - 47.2 MBTaxes 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 Mart...
Crypto in Retirement-Never Too Late-The New Retirement
March 25, 2022 16:00 - 51 minutes - 47 MBDoes 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.
Retirement Knowledge-Tax Perks-Expenses
March 18, 2022 16:00 - 49 minutes - 45.7 MBKnowledge 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 omnystudio.com/listen...
Retirement Income-Retirement Planning Mode-Retirement Fears
March 11, 2022 17:00 - 51 minutes - 47.5 MBMarty 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.
Retirement Readiness-Roth IRA Legacy-Simple Saving Tips
March 04, 2022 17:15 - 51 minutes - 47 MBDo you have the right answers to important questions to help determine if you are ready for retirement? Marty covers three of those questions. Roth IRAs are part of the discussion and the proper legacy strategies with a Roth plus mistakes to avoid. Marty displays how the little things in retirement savings could make a big difference and offers some simple tips. You can reach Marty by calling 888-519-9096. See omnystudio.com/listener for privacy information.
Retirement Distribution-401(k)-Retirement Red Flags
February 25, 2022 17:00 - 51 minutes - 47.4 MBThe distribution phase of retirement can be complicated. Marty covers some retirement distribution strategies to consider. He covers some important things to consider while utilizing your 401(k) and good strategies with that and other retirement saving tools and options. What are red flags you may be missing on your road to retirement? Marty goes over a list of those and offers some solutions that could help you get back on track. You can reach Marty Nevel by calling 888-519-9096. See ...
Questionable Tips-Women in Retirement-Planning Mistakes
February 18, 2022 17:00 - 51 minutes - 47.1 MBThere are many people who may want to give “well-intentioned” but questionable tips on retirement. Marty stresses the importance of consulting a professional before making any decisions and he covers some commonly given questionable advice. He also covers how retirement planning can be different for women and he highlights some retirement mistakes to avoid. You can reach Marty Nevel by calling 888-519-9096. See omnystudio.com/listener for privacy information.
Rules of Thumb-Couples’ Retirement-Retirement Recipe
February 11, 2022 17:00 - 52 minutes - 47.6 MBRules of thumb are approximate methods for doing something and certainly may need to be tweaked to adapt to changing times and situations. Marty discusses some investment and retirement rules of thumb everyone should know. He also breaks down retirement planning for couples and how each spouse may view retirement differently. He then covers much of what needs to be considered for retirement planning and how the strategies and line of thinking could be unique to that stage of your life. ...
Protection from Retirement Threats
February 04, 2022 17:00 - 52 minutes - 47.7 MBInflation, taxes, and investment challenges are three major threats that could impact your retirement. Marty offers suggestions of protection and proactive measures that can be implemented. He also discusses planning long term for retirement to help alleviate the risk of longevity and explain why the help of a professional is so critical in today’s retirement planning. You can reach Marty Nevel by calling 888-519-9096. See omnystudio.com/listener for privacy information.
Prepare for the Bear-Starting Late-Retirement Date
January 28, 2022 17:00 - 50 minutes - 46 MBNo one can accurately predict the next bear market and when it will occur, but one thing is for sure. You can prepare yourself for it and should if you’re approaching retirement. Marty outlines some moves that can help protect your retirement plan. He also outlines ways to supercharge your retirement savings if you got a late start and covers some calculations to consider in helping determine your retirement launch date. You can reach Marty Nevel by calling 888-519-9096. See omnystudio....
Face The Challenges-Important Questions
January 21, 2022 17:00 - 50 minutes - 46.2 MBHow do you keep your finances in order when heading to retirement facing challenges like inflation and volatility? Marty discusses good measure in that regard as well as pointing out things to make sure you do not overlook as you’re heading to retirement. He also covers some important questions that sometimes clients are hesitant to ask. You can reach Marty Nevel by calling 888-519-9096. See omnystudio.com/listener for privacy information.
Financial Workout-Retirement Costs-Calm in Volatility
January 14, 2022 17:15 - 51 minutes - 47 MBHow can you give your retirement accounts a good New Year’s workout? Marty discusses knowing your financial costs in retirement, understanding the impact of taxes, and creating a retirement paycheck. He also covers five expenses that could hurt your retirement savings and introduces ways to keep the calm in times of market volatility. You can reach Marty Nevel by calling 888-519-9096. See omnystudio.com/listener for privacy information.
Face The Challenges of 2022-Build Income in Retirement
December 31, 2021 17:00 - 51 minutes - 47 MB2022 will present some challenges such as inflation and possibly higher interest rates. That’s why our retirement plans need to be robust as we meet those challenges head on. Marty gives us some things to consider such as tools and strategies to consider to help against inflation, higher interest rates, and possible slower economic growth. He also presents options and strategies to build income streams in retirement and tips to boost your retirement nest egg. You can reach Marty Nevel at...
Christmas Show-Questions From Listeners
December 24, 2021 17:00 - 48 minutes - 44.5 MBMarty hosts a special Christmas podcast answers listener questions. Topics discussed include Social Security, the 4% rule, RMDs, Roth Strategies, 401(k) among others. Marty can be reached by calling 888-519-9096. See omnystudio.com/listener for privacy information.
Retirement Saving-ROI-Market Landscape
December 17, 2021 17:00 - 51 minutes - 46.9 MBWhat if you start a little late saving for retirement? Marty reminds us it is never too late but cautions us not to panic, to be careful with risk, and to seek the help of a professional. He also discusses some important returns on investment for all of your retirement saving including time and your health. Then he moves into strategies to weather the storm of a jittery market. You can reach Marty Nevel by calling 888-519-9096. See omnystudio.com/listener for privacy information.
The Stock Market and Your Retirement-401(k) Strategies-Spending
December 10, 2021 17:00 - 51 minutes - 46.9 MBRising inflation and market volatility continue to be a concern. Part of the discussion centers around the importance of considering the effect of the stock market on your retirement savings. Marty also offers ideas and strategies to maximize your 401(k) and outline some important decisions you’ll face related to your spending and income sources in retirement. Reach Marty Nevel by calling 888-519-9096. See omnystudio.com/listener for privacy information.
Economic Uncertainty-Tax Strategies-FAQ
December 03, 2021 17:00 - 51 minutes - 47.1 MBRetirement risk worries loom large as we face inflation and uncertainty in the markets. Marty Nevel covers what should be considered in safeguarding your retirement. He also outlines some good proactive strategies that can help in securing as tax free a retirement as possible and Luke goes over some commonly asked questions financial professionals hear. 888-519-9096 for Marty Nevel See omnystudio.com/listener for privacy information.
Working in Retirement-Retirement Warning Signs-Social Security Changes
November 26, 2021 17:00 - 51 minutes - 47 MBThere are pros and cons of working in retirement. Marty discusses some of the benefits and drawbacks of making that decision. He also points out some important things to consider before and during retirement to keep your plan strong. Finally, Marty explains some changes and proposed changes for Social Security in 2022. 888-519-9096 See omnystudio.com/listener for privacy information.
Tax Policy-Retirement Safety-Don’t Procrastinate
November 19, 2021 17:00 - 51 minutes - 47.2 MBWhat are retirement strategies that are somewhat outdated today? Marty covers how we should approach mainstays such as the 60/40 split, the 4% rule, and a heavy concentration on dividend stocks. He also discusses some retirement changes on the horizon for 2022 and warns of the potential risks such as longevity, sequence of returns, and long-term care. Reach Marty Nevel at 888-519-9096. See omnystudio.com/listener for privacy information.
Market Volatility-Simplifying Strategies-Financial Gaps
November 05, 2021 16:00 - 51 minutes - 47.3 MBMarket volatility is the opening topic in this podcast. Marty outlines ways a market correction could impact your retirement along with tips to help keep your plan strong in the event of a correction of worse. What’s the key to protecting your savings from a crash and what are your best investment strategies? He also talks about simplifying your entry into retirement and goes over some of the financial gaps that could impact your planning. To connect with Marty Nevel at Smart Money Solu...
Market Volatility-Simplifying Strategies-Financial Gaps
November 05, 2021 16:00 - 51 minutes - 71.4 MBMarket volatility is the opening topic in this podcast. Marty outlines ways a market correction could impact your retirement along with tips to help keep your plan strong in the event of a correction of worse. What’s the key to protecting your savings from a crash and what are your best investment strategies? He also talks about simplifying your entry into retirement and goes over some of the financial gaps that could impact your planning. To connect with Marty Nevel at Smart Money Solu...
Withdrawal Strategies-Retirement Thinking-Retirement Spending
October 29, 2021 16:00 - 51 minutes - 47.4 MBThere is an art to properly withdraw from your retirement accounts and, if not done properly, it could cost you money. Marty discusses the right order in which to approach your withdrawal. He also looks at some red flags that could warn of adjustments needed to your current retirement thinking and he offers some tips in giving yourself confidence in spending in retirement. 888-519-9096 See omnystudio.com/listener for privacy information.
Inflation-Longer Retirements-Portfolio Stress Test
October 22, 2021 16:00 - 51 minutes - 47.1 MBInflation! Marty looks at where we are now and how to effectively plan long term for your retirement keeping inflation and longer lifespans in mind. He also explains how he runs a portfolio stress test for clients and how to implement a bucketing strategy in your retirement. 888-519-9096 See omnystudio.com/listener for privacy information.
Volatility-401 (k)-Portfolio Checklist
October 15, 2021 16:00 - 51 minutes - 47.4 MBIs your portfolio fortified to withstand market volatility? Marty Nevel goes through what to consider in making sure you can withstand a down market in retirement. He also discusses options you have with your old 401 (k) if you leave your job and Marty runs through a fourth quarter annual portfolio review checklist. 888-519-9096 See omnystudio.com/listener for privacy information.
SECURE Act 2.0 -Protecting Your Portfolio
October 08, 2021 16:00 - 51 minutes - 47.6 MBWhat is SECURE Act 2.0? Marty Nevel will explain what the proposed legislation could mean for your retirement accounts if it is passed. He will also look at some steps you can take to make sure you have a smooth transition into retirement. To get your questions answered, call Marty and his team at 888-519-9096. See omnystudio.com/listener for privacy information.
Rules On Inheriting a 401k or IRA - How To Deal With An Unplanned Retirement - Advice For Singles In Retirement
October 01, 2021 16:00 - 51 minutes - 47 MBMarty Nevel has some tips on how to avoid mistakes when inheriting an IRA or 401k. An unexpected retirement can be overwhelming. Marty will discuss what you need to know to deal with this unforeseen situation. Single? Well, you are not alone when it comes to planning for your retirement on your own. Marty will go over important information for the 45.2% of the U.S. population living an independent lifestyle. To get your questions answered, call Marty and his team at 888-519-9096. S...
Cryptocurrency and Retirement - Making Withdrawal From Retirement Accounts Easy -Are You Ready To Retire?
September 24, 2021 16:00 - 51 minutes - 47.4 MBMarty Nevel will look into if it makes sense to add cryptocurrency like Bitcoin to your retirement portfolio. He’ll also look at several withdrawal strategies to keep taxes at a minimum and keep more of your hard earned money. So you want to retire? It takes strategic planning to get there and Marty will show you how. That and so much more! To get your questions answered, call Marty and his team at 888-519-9096. See omnystudio.com/listener for privacy information.
Inflation’s Impact On Your Retirement Plan - Tip Top Finances - Do’s & Don’ts of Retirement Planning
September 17, 2021 16:00 - 50 minutes - 46.5 MBMarty Nevel takes a look at how inflation may impact your retirement. He also goes over tips like when to start social security and RMD’s to keep your finances in excellent shape. There are so many moving parts of a retirement plan. Marty will take a step back and look at what you should and shouldn’t be doing and so much more! To get your questions answered, call Marty and his team at 888-519-9096. See omnystudio.com/listener for privacy information.
Making Smart Decisions With Decumulation - Avoiding Mistakes In Planning Your Retirement - Startling Statistics About Retirement
September 10, 2021 16:00 - 51 minutes - 47.4 MBMarty Nevel talks about things to consider when planning for decumulation or drawing down your retirement dollars, including how to set up your investments. He’ll also talk about how to avoid pitfalls and anxiety when it comes to not being properly prepared for retirement. Marty also talks about the “what ifs” when planning for retirement and how having a solid retirement and income plan is key and so much more! To get your questions answered, call Marty and his team at 888-519-9096. ...
Strategies To Fight Back Against Inflation - How A 401k Works After Retirement - Long Term Care Insurance Alternatives
September 03, 2021 16:00 - 51 minutes - 47 MBOn this week’s show, Marty Nevel talks about how inflation works and what you can do to combat inflation risk in your retirement plan. Next, he talks about what you can do with a 401k once you enter into retirement and it’s all dependent on your age, when you retire and the rules your company has regarding the 401k. Most people will need some type of long term care as they age. Marty will talk about long term care insurance alternatives and a lot more. To get your questions answered, c...
Put Your Foot On The Retirement Accelerator - How To Use Money In Old 401k Accounts - No 401k, No Problem!
August 27, 2021 16:00 - 51 minutes - 47.2 MBMarty Nevel takes a look to see if you are ready to start your retirement journey sooner. Over a trillion dollars is left behind in old 401k’s. Yep, you read that right. Marty will explain what you can do to retrieve yours if you have one and put it to work for you in your retirement. Think it’s hard to save for retirement if you don’t have a 401k? Think again. Marty will give you different options that can put you on the right track to a stress free retirement. To get your question...
Helping Baby Boomers Ease Into Retirement - Should You Take Social Security At 62? - Living Longer, Saving More?
August 20, 2021 16:00 - 51 minutes - 47.2 MBMarty Nevel will break down some universal things that apply to baby boomers everywhere. So, is age 62 when you should take Social Security? Marty will have some questions you need to answer before making that decision. And he will have some surprising truths when it comes to how much we are really saving for retirement and a lot more! To get your questions answered, call Marty and his team at 888-519-9096. See omnystudio.com/listener for privacy information.
The Liberation of Tax Free Income in Retirement - Mistakes In Your 50’s To Avoid - Little Things Mean A Lot!
August 13, 2021 16:00 - 51 minutes - 46.9 MBMarty Nevel talks about how doing some work in advance of your retirement can keep taxes low or best yet, avoid them altogether. He’ll explain. Once you hit 50, it’s time to buckle down and get serious about retirement. Marty will have tips to help you. He will also have some things you may be doing to sabotage your retirement and not even know it. That and more! To get your questions answered, call Marty and his team at 888-519-9096. See omnystudio.com/listener for privacy in...
Tax Tips - Kicking Your Retirement Into High Gear - Do’s and Don’ts For a Successful Retirement
August 06, 2021 16:00 - 50 minutes - 46.2 MBComing up on this week’s show, Marty Nevel has some tax savings strategies for your retirement. He also has some simple steps that can help you jump start your retirement savings as you get closer to your target date. Marty will also take a look at a Morningstar report with some great retirement savings tips that have been gathered over the years. That and a lot more To get your questions answered, call Marty and his team at 888-519-9096. See omnystudio.com/listener for privacy i...
Retirement Readiness Checklist - Choosing A Financial Advisor - Retirement Savings Tips For Women and More!
July 30, 2021 16:00 - 50 minutes - 46.7 MBOn this week’s show, Marty Nevel breaks down a retirement checklist to see if you have all of your t’s crossed and your i’s dotted. He’ll also have important questions to ask a prospective financial advisor and women traditionally save less when it comes to retirement. Marty will point out some ways to help women achieve their retirement savings goals. That and a lot more! To get your questions answered, call Marty and his team at 888-519-9096. See omnystudio.com/listener for pr...
C’mon Get Happy! Savings Questions! Signs You Are Ready To Retire! And More!
July 23, 2021 16:00 - 50 minutes - 46.4 MBIs there such a thing as a “happy retirement plan” Believe it or not, there is and on this week’s show, Marty Nevel will tell you how you can get one! He’ll also separate facts from fiction when it comes to how much you need to have saved for such things like healthcare expenses. So, you have been saving and have a plan. Great! You may be ready right now to take the plunge and retire. Marty will give some tips on how to know if you are ready to go That and so much more! To...
2021-07-16 Episode 56
July 16, 2021 16:00 - 50 minutes - 70.5 MBMarty Nevel talks about the three things you need to have as you navigate the next phase of your life. He’ll also outline some things to keep in mind to make your retirement plan better, how to have the best retirement distribution plan and a lot more! To get your questions answered, call Marty and his team at 888-519-9096.
How To Have The Retirement You Always Wanted - Rethinking Your Retirement - Acquisition to Distribution
July 16, 2021 16:00 - 50 minutes - 46.7 MBMarty Nevel talks about the three things you need to have as you navigate the next phase of your life. He’ll also outline some things to keep in mind to make your retirement plan better, how to have the best retirement distribution plan and a lot more! To get your questions answered, call Marty and his team at 888-519-9096. See omnystudio.com/listener for privacy information.
Roth IRA vs Roth 401k - Things To Do In Retirement - Financial Red Zone Tips and More!
July 09, 2021 16:00 - 52 minutes - 48.1 MBMarty Nevel takes a look at the differences between Roth IRA’s and Roth 401k’s and talks about which one may be best for you. He’ll also talk about things you can do when you are in retirement. Taking up tennis and cruising may be top of mind but there are some important things that you need to do that will make your retirement stress free. He’ll explain. The decade leading up to retirement is crucial to the retirement benefits you’ll have and how much you will be able to spend. Marty w...
Retirement Savings Ideas - Retirement Begins With A Plan - Retirement Myths and More!
July 02, 2021 16:00 - 52 minutes - 48 MBOn this week’s show, Marty Nevel will show you the five areas that can help your retirement be successful. He’ll also show you how to make sure you are on the right track with the best retirement plan for you and give you tips on realistic retirement planning strategies and a lot more! To get your questions answered, call Marty and his team at 888-519-9096. See omnystudio.com/listener for privacy information.
Retirement Planning Errors - Phased Retirement - One Retirement At A Time
June 25, 2021 16:00 - 51 minutes - 47.3 MBMarty Nevel will take a look at retirement planning myths and how to avoid them destroying your retirement savings. Ever hear of phased retirement? You’re not alone if you haven’t. Marty will explain what it is and if it is right for you. He’ll also talk about when one spouse retires while the other does not and how to make a smooth transition and make sure to have enough retirement income and much more! To get your questions answered, call Marty and his team at 888-519-9096. See om...
Retirement Milestones -Tax Saving Strategies-401k Alternatives
June 18, 2021 16:00 - 50 minutes - 46.6 MBOn this week’s show, Marty Nevel will highlight some retirement milestones and why you should celebrate them. He will also go over some strategies to position yourself into a tax efficient retirement. No 401k? No problem! He will go over options that you can use to save for retirement, even if you are self employed and a lot more! To get your questions answered, call Marty and his team at 888-519-9096. See omnystudio.com/listener for privacy information.