In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, discusses how to approach retirement planning with intention in 2026. He emphasizes the importance of having a knowledgeable partner, reviewing your investments, updating estate plans, and preparing for life events like Social Security decisions, Medicare, and insurance needs. The conversation also highlights the value of education, understanding your risk tolerance, and aligning your financial strategy with your goals and values to create a confident and well-prepared retirement.

Connect with Haven Financial Group on all platforms! havenfinancialgroup.com facebook.com/havenfinancialgroup linkedin.com/company/haven-financial-group-mn instagram.com/haven_financial_group

In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, is joined by insurance specialist Glenn Ramey to discuss key health care and insurance considerations for 2026. They break down flexible spending accounts, health savings accounts, and important deadlines that can impact your tax strategy. The conversation also covers long-term care planning and life insurance reviews, highlighting why early conversations and regular policy check-ins are essential to protecting your retirement and avoiding costly surprises later in life.

Connect with Haven Financial Group on all platforms! havenfinancialgroup.com facebook.com/havenfinancialgroup linkedin.com/company/haven-financial-group-mn instagram.com/haven_financial_group

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.

Connect with Haven Financial Group on all platforms! havenfinancialgroup.com facebook.com/havenfinancialgroup linkedin.com/company/haven-financial-group-mn instagram.com/haven_financial_group