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In this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig and co-host Kim discuss common mistakes people make in the years leading up to retirement. They cover why it's important to prepare for unexpected life changes, evaluate your investment risk, plan for long-term care, and develop a tax-efficient withdrawal strategy. The conversation highlights how reviewing your plan regularly and working with the right team can help you enter retirement with greater confidence and financial security.
Connect with Haven Financial Group on all platforms!
By Haven Financial GroupIn this episode of the Safe Haven Solutions Podcast, founder and CEO Larry Kallevig and co-host Kim discuss common mistakes people make in the years leading up to retirement. They cover why it's important to prepare for unexpected life changes, evaluate your investment risk, plan for long-term care, and develop a tax-efficient withdrawal strategy. The conversation highlights how reviewing your plan regularly and working with the right team can help you enter retirement with greater confidence and financial security.
Connect with Haven Financial Group on all platforms!