In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, is joined by CPA Lance Larsen to break down inherited IRAs and the 10-year rule. They discuss how retirement accounts have evolved, why inherited IRAs can create unexpected tax challenges, and the importance of planning distributions strategically to avoid higher tax brackets and penalties. The conversation also highlights required minimum distributions, charitable giving strategies, and why keeping beneficiaries up to date is a critical part of an effective retirement and estate plan.

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In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, is joined by Haven CPA Lance Larsen to discuss key retirement planning pillars for 2026. The conversation covers strategic gifting and the upcoming tax cliff, estate and inheritance considerations like the 10-year IRA rule, and ways families can reduce future tax burdens through proactive planning. They also highlight the importance of understanding your assets, planning with intention early in the year, and looking beyond investments to create a more tax-efficient and stress-free retirement.

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In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, discusses common retirement lifestyle mistakes that can impact happiness and long-term well-being. From neglecting mental health and social connections to losing structure, purpose, and planning, Larry explains why having a thoughtful retirement strategy matters. The episode reinforces how proactive planning, routine, and the right financial partner can help you build a more confident and fulfilling retirement.

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In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, discusses how turning hobbies into passions can create purpose and fulfillment in retirement. He shares why planning for travel, volunteering, learning, and social activities is just as important as planning your finances, and how a well-supported retirement plan helps you confidently enjoy the lifestyle you envision.

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In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, continues the conversation on what makes retirement truly fulfilling. He shares insights on the importance of healthy habits, staying socially connected, setting goals, and maintaining a positive mindset throughout retirement. The discussion also covers how health and healthcare costs evolve over different retirement phases, why planning beyond finances matters, and how thoughtful timing and goal setting can reduce stress and improve quality of life. 

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In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, is joined by Kim to explore what truly makes retirement fulfilling. They discuss how inflation can quietly impact your retirement lifestyle, why healthcare costs are often underestimated, and how maintaining purpose through habits, hobbies, and passions plays a major role in long-term happiness. Whether you’re already retired or planning ahead, this episode offers practical insights to help you prepare with confidence and intention.

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In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kyle Thomas, CFP®, discuss how emotions can impact financial decisions and why having a solid plan is key to long-term confidence. They explore strategies for creating a portfolio that can handle market ups and downs, the importance of ongoing guidance, and how to stay focused amidst media noise and market volatility. The conversation also highlights educational resources and seminars offered by Haven Financial Group to help listeners gain clarity and peace of mind in their retirement planning.

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In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kyle Thomas, CFP®, discuss how investment strategies should be tailored to each individual’s goals, risk tolerance, and stage of life. They explain why a “one-size-fits-all” approach rarely works, how to balance stocks and bonds appropriately, and why ongoing adjustments are important. Whether you’re just starting out, approaching retirement, or already retired, this conversation emphasizes creating a plan that fits your needs, protects your family, and gives you confidence in your financial future.

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In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kyle Thomas, CFP®, explore practical steps to strengthen your retirement plan this year. They discuss the importance of starting early with retirement accounts, taking advantage of employer matches, catch-up contributions, and options for self-employed individuals. The conversation also covers avoiding penalties, understanding timelines like required minimum distributions, and the value of transparent, cost-conscious planning. 

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In this episode of the Safe Haven Solutions Podcast, Kyle Thomas, CFP®, joins Larry to discuss practical strategies for a confident retirement. They cover how to build a portfolio that isn’t overly impacted by market volatility, the importance of predictable income streams, and ways to approach tax-efficient retirement planning. Whether you’re thinking about retiring soon or just getting started, this conversation highlights the value of thoughtful planning, understanding your options, and keeping emotions out of your investment decisions.

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