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Our goal is to look at your personal situation and work with you to make effective and wise decisions in every aspect of your retirement future. Marty Nevel shares details on comprehensive estate plan... more
FAQs about Financial Safari with Marty Nevel:How many episodes does Financial Safari with Marty Nevel have?The podcast currently has 297 episodes available.
August 20, 2021Helping Baby Boomers Ease Into Retirement - Should You Take Social Security At 62? - Living Longer, Saving More?Marty Nevel will break down some universal things that apply to baby boomers everywhere. So, is age 62 when you should take Social Security? Marty will have some questions you need to answer before making that decision. And he will......more52minPlay
August 13, 2021The Liberation of Tax Free Income in Retirement - Mistakes In Your 50’s To Avoid - Little Things Mean A Lot!Marty Nevel talks about how doing some work in advance of your retirement can keep taxes low or best yet, avoid them altogether. He’ll explain. Once you hit 50, it’s time to buckle down and get serious about retirement. Marty will have......more52minPlay
August 06, 2021Tax Tips - Kicking Your Retirement Into High Gear - Do’s and Don’ts For a Successful RetirementComing up on this week’s show, Marty Nevel has some tax savings strategies for your retirement. He also has some simple steps that can help you jump start your retirement savings as you get closer to your target date. Marty will also......more51minPlay
July 30, 2021Retirement Readiness Checklist - Choosing A Financial Advisor - Retirement Savings Tips For Women and More!On this week’s show, Marty Nevel breaks down a retirement checklist to see if you have all of your t’s crossed and your i’s dotted. He’ll also have important questions to ask a prospective financial advisor and women traditionally......more51minPlay
July 23, 2021C’mon Get Happy! Savings Questions! Signs You Are Ready To Retire! And More!Is there such a thing as a “happy retirement plan” Believe it or not, there is and on this week’s show, Marty Nevel will tell you how you can get one! He’ll also separate facts from fiction when it comes to how much you need......more51minPlay
July 16, 2021How To Have The Retirement You Always Wanted - Rethinking Your Retirement - Acquisition to DistributionMarty Nevel talks about the three things you need to have as you navigate the next phase of your life. He’ll also outline some things to keep in mind to make your retirement plan better, how to have the best retirement distribution plan and a......more51minPlay
July 09, 2021Roth IRA vs Roth 401k - Things To Do In Retirement - Financial Red Zone Tips and More!Marty Nevel takes a look at the differences between Roth IRA’s and Roth 401k’s and talks about which one may be best for you. He’ll also talk about things you can do when you are in retirement. Taking up tennis and cruising may be......more53minPlay
July 02, 2021Retirement Savings Ideas - Retirement Begins With A Plan - Retirement Myths and More!On this week’s show, Marty Nevel will show you the five areas that can help your retirement be successful. He’ll also show you how to make sure you are on the right track with the best retirement plan for you and give you tips on......more53minPlay
June 25, 2021Retirement Planning Errors - Phased Retirement - One Retirement At A TimeMarty Nevel will take a look at retirement planning myths and how to avoid them destroying your retirement savings. Ever hear of phased retirement? You’re not alone if you haven’t. Marty will explain what it is and if it is right......more52minPlay
June 18, 2021Retirement Milestones -Tax Saving Strategies-401k AlternativesOn this week’s show, Marty Nevel will highlight some retirement milestones and why you should celebrate them. He will also go over some strategies to position yourself into a tax efficient retirement. No 401k? No problem! ......more51minPlay
FAQs about Financial Safari with Marty Nevel:How many episodes does Financial Safari with Marty Nevel have?The podcast currently has 297 episodes available.