Financial Safari with Marty Nevel Marty Nevel

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 Solutions
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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 discusses various financial topics, including the impact of inflation, the state of the economy, and the concerns of retirees.

Reach Marty at 888-519-9096.

Smart Money Solutions
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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 Solutions
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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 Solutions
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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
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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.