In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim are joined by CPA Lance Larsen to discuss common tax mistakes retirees make and the strategies that can help keep more money in their pockets. From withdrawing too much—or too little—from retirement accounts to missing opportunities within lower tax brackets, the team shares real-life examples of proactive planning done right. They also explore the broader impact of investment placement, charitable strategies, state tax considerations, and risk management, emphasizing that successful retirement planning goes far beyond tax preparation. With so many moving pieces—from Social Security and Medicare to estate and legacy planning—the conversation reinforces the value of having a coordinated team to guide every step of the journey.

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