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!