エピソード

  • Talking With Your Advisor & Does Money Equal Happiness?
    2022/10/14

    In this episode, Larry talks about the idea that money brings happiness.  His take on it comes from years of helping people successfully plan for retirement.  Also, he takes you through what a meeting with his team is like and the things you should be talking about with your financial advisor.  

    Retirement talk that helps you plan for the future through IRA's, investing, retirement planning and more. 

    See omnystudio.com/listener for privacy information.

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    9 分
  • Flying Motorbikes, ARM's And Taxes
    2022/09/29

    This week Larry talks about the rising interest in adjustable-rate mortgages and the dangers that may lie within.  Also, handling credit card debt in retirement and how taxes can affect your retirement savings.  Plus, the new world of flying motorbikes!  Retirement talk that helps you plan for the future through IRA's, investing, retirement planning and more. 

    See omnystudio.com/listener for privacy information.

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    11 分
  • Virtual CEO’s, Retirement Age & Estate Planning 9-15-22
    2022/09/15

    This week Larry talks about the age-old question…what is retirement age?  Is there a true blue retirement age?  Also as we head towards retirement one of the biggest things we’re not taking care of is estate planning.   Larry explains why it is so important to have that plan in place.  Also, can a virtual CEO be a good thing?  Listen to find out.  Retirement talk that helps you plan for the future through IRA's, investing, retirement planning and more. 

    See omnystudio.com/listener for privacy information.

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    10 分
  • Candy Tasting Investing & Medicare
    2022/08/11

    In this episode Larry talks about tech stocks and what to watch out for as well as what inflation is doing to medicare and how to deal with that. Plus, his favorite candy & why he can't eat it anymore 😊  Retirement talk that helps you plan for the future through IRA's, investing, retirement planning and more.

    See omnystudio.com/listener for privacy information.

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    9 分
  • Cheesy Nails And Best Places To Retire
    2022/07/14

    In this episode Larry talks about the new fad of cheesy nail polish, some of the best states to retire to as well as how to deal with all the doom and gloom news we hear about our finances.  Taxes, 401K's, Roth IRA's all the things we've used to save for our retirement years that are being affected by external factors and how to deal with those factors. 

    See omnystudio.com/listener for privacy information.

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    8 分
  • Record Time On The Job & Bear Markets
    2022/05/25

    In this episode Larry talks about the world record holder for holding a job, what his 401K must be like and how to be sure that in our golden years we don't forget our about retirement plans. Plus how to deal with a bear market and how it affects your retirement strategy.

    See omnystudio.com/listener for privacy information.

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    9 分
  • Pickleball, Healthcare & The Market
    2022/03/17

    Have you ever played Pickleball?  It's the fastest growing sport right now so we talk a little Pickleball as well as how to handle the market volatility we're seeing and preparing for rising health care costs.  Larry Kallevig and his Haven Financial Group team are here to help you live your best life in retirement.  

    See omnystudio.com/listener for privacy information.

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    8 分
  • Doughnuts, Baseball & Market Volatility
    2022/03/03

    In this episode, we talk about a new kind of doughnut and what it takes to be smart with your money in retirement.  Larry Kallevig, founder & CEO of Haven Financial Group discusses whether it's better to invest in a home or a baseball team? Also, we talk about how to handle the market volatility we've been seeing for the past couple of months so it affects your retirement plan in the least way possible.

    See omnystudio.com/listener for privacy information.

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    9 分