Safe Haven $olutions

Haven Financial Group
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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.

  1. 1D AGO

    Avoiding Costly Insurance Mistakes in Retirement

    In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and insurance specialist Glenn Ramey wrap up the discussion by highlighting some of the most common insurance mistakes retirees make and how to avoid them. They discuss underestimating healthcare costs, missing Medicare enrollment deadlines, delaying long-term care planning, failing to review life insurance policies, and overlooking beneficiary updates. The conversation emphasizes the importance of taking inventory, understanding fees and coverage, and having a trusted partner to help connect all the retirement puzzle pieces. The key takeaway: proactive planning and regular reviews can help prevent costly surprises and keep your retirement strategy on track. Connect with Haven Financial Group on all platforms! havenfinancialgroup.com facebook.com/havenfinancialgroup linkedin.com/company/haven-financial-group-mn instagram.com/haven_financial_group

    11 min

  2. 2D AGO

    Understanding Annuities and Where They Fit in Retirement

    In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Glenn Ramey break down one of the most misunderstood retirement tools: annuities. They explain what annuities are, why they are issued through insurance companies, and how different types including fixed, fixed indexed, variable, and immediate annuities work. The conversation addresses common misconceptions, the role financial marketing plays in confusion, and why annuities are not one-size-fits-all solutions. Larry and Glenn emphasize the importance of education, reviewing what you already own, and understanding how annuities may support income, principal protection, accumulation, or long-term care planning as part of a broader retirement strategy.   Connect with Haven Financial Group on all platforms! havenfinancialgroup.com facebook.com/havenfinancialgroup linkedin.com/company/haven-financial-group-mn instagram.com/haven_financial_group

    11 min

  3. 3D AGO

    Life Insurance Through the Stages of Retirement

    In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and insurance specialist Glenn Ramey take a deep dive into how life insurance fits into retirement planning. They break down the different types of life insurance including term, whole life, and universal life, and explain how each can serve a purpose at different stages of life. The discussion highlights how life insurance can be used not only for income replacement, but also for tax efficiency, legacy planning, long-term care strategies, and protecting a surviving spouse. Glenn emphasizes why regular life insurance reviews are critical as you approach retirement and how understanding what you have ensures your coverage still aligns with your goals and financial plan. Connect with Haven Financial Group on all platforms! havenfinancialgroup.com facebook.com/havenfinancialgroup linkedin.com/company/haven-financial-group-mn instagram.com/haven_financial_group

    13 min

  4. 4D AGO

    Filling the Gaps: Insurance, Healthcare, and Retirement Planning

    In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim are joined by insurance specialist Glenn Ramey to break down one of the most confusing parts of retirement planning: insurance. The conversation explores how healthcare costs, Medicare, long-term care, life insurance, and annuities fit into a well-rounded retirement strategy. Glenn explains why insurance has evolved beyond its traditional role, how it can help protect retirement savings, and the costly mistakes retirees should work to avoid. Together, they emphasize the importance of reviewing your options, understanding the gaps, and having a plan that supports both your health and your financial future. Connect with Haven Financial Group on all platforms! havenfinancialgroup.com facebook.com/havenfinancialgroup linkedin.com/company/haven-financial-group-mn instagram.com/haven_financial_group

    13 min

  5. FEB 5

    Why Budgeting Matters More Than You Think in Retirement

    In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss why budgeting and cost awareness play a critical role in retirement preparedness. The conversation explores how spending habits, inflation, healthcare costs, liquidity, and emergency planning can significantly impact how long your savings last. Larry explains why retirement planning is about more than investment performance—it’s about balance, education, and having a trusted partner who takes the time to address every piece of the retirement puzzle so clients feel informed, confident, and supported. Connect with Haven Financial Group on all platforms! havenfinancialgroup.com facebook.com/havenfinancialgroup linkedin.com/company/haven-financial-group-mn instagram.com/haven_financial_group

    10 min

  6. FEB 4

    Retirement Milestones You Should Know

    In this episode of the Safe Haven Solutions Podcast, Larry Kallevig breaks down the key ages and milestone dates that can have a major impact on your retirement plan. From 401k catch-up contributions and penalty-free withdrawals to Social Security timing, Medicare enrollment, required minimum distributions, and tax deadlines, the conversation highlights why knowing these dates matters. Larry explains how proactive planning helps retirees avoid penalties, reduce taxes, and stay confident as rules and timelines continue to change—because the earlier you plan, the better prepared you’ll be.   Connect with Haven Financial Group on all platforms! havenfinancialgroup.com facebook.com/havenfinancialgroup linkedin.com/company/haven-financial-group-mn instagram.com/haven_financial_group

    10 min

  7. FEB 3

    Key Questions to Strengthen Your Retirement Income Strategy

    In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim walk through the critical questions every pre-retiree and retiree should be asking when building a retirement income strategy. From Social Security timing and required minimum distributions to tax planning, annuities, healthcare costs, and long-term care, the conversation highlights why retirement planning must be holistic and coordinated. Larry explains how aligning income, taxes, insurance, and investments under one roof helps create clarity, reduce surprises, and build confidence throughout retirement. Connect with Haven Financial Group on all platforms! havenfinancialgroup.com facebook.com/havenfinancialgroup linkedin.com/company/haven-financial-group-mn instagram.com/haven_financial_group

    11 min

  8. FEB 2

    Are You Ready to Retire? Understanding Retirement Readiness

    In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss the number one question future retirees ask: “Do I have enough money to retire?” The conversation walks through what retirement readiness really means, why confidence matters just as much as numbers, and how having a personalized plan helps bring clarity and peace of mind. Larry explains why retirement planning is never cookie-cutter and how understanding your goals, timeline, and resources is the foundation of a successful retirement strategy. Connect with Haven Financial Group on all platforms! havenfinancialgroup.com facebook.com/havenfinancialgroup linkedin.com/company/haven-financial-group-mn instagram.com/haven_financial_group

    11 min
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About

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.

Information

  • Creator
    Haven Financial Group
  • Years Active
    2024 - 2026
  • Episodes
    90
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    Safe Haven $olutions