Financial Safari with Marty Nevel Marty Nevel

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 comprehensive retirement planning, including budgeting for travel and healthcare expenses.

Reach Marty at 888-519-9096.

Smart Money Solutions
See omnystudio.com/listener for privacy information.

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 Solutions
See omnystudio.com/listener for privacy information.

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 backup plan in case one spouse becomes ill or passes away, and keep good financial records. Marty also advises against accumulating credit card debt and offers a comprehensive review to help individuals create a retirement plan.

Reach Marty Nevel at 888-519-9096.

Smart Money Solutions
See omnystudio.com/listener for privacy information.

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 888-519-9096.

Smart Money Solutions
See omnystudio.com/listener for privacy information.

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 Solutions
See omnystudio.com/listener for privacy information.

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 Money Solutions
See omnystudio.com/listener for privacy information.