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Safe Haven $olutions

Safe Haven $olutions

De : Haven Financial Group
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Your one-stop-shop for quick, comprehensive, and timely financial advice. Welcome to the Safe Haven $olutions Podcast hosted by Larry Kallevig, Founder and CEO of Haven Financial Group in Burnsville, Minnesota.Copyright 2024 All rights reserved. Economie Finances privées
Épisodes
  • Key Insurance Mistakes to Avoid in Retirement
    May 14 2026

    In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Glenn Ramey break down the most common insurance mistakes people make in retirement. They discuss misjudging healthcare costs, missing Medicare deadlines, neglecting life insurance reviews, and overlooking beneficiary updates. The conversation also touches on confusion around annuities and the importance of regularly reviewing coverage, especially prescription drug plans. With a focus on awareness and education, this episode helps listeners avoid costly errors and stay better prepared for 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

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    10 min
  • Understanding Annuities and Their Role in Retirement Planning
    May 13 2026

    In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim Carrigan break down how annuities work and the role they can play in retirement planning. They explain the four main types of annuities, how they are issued by insurance companies, and the key differences between fixed, fixed indexed, variable, and immediate options. The conversation also covers common misconceptions, fees, and the importance of understanding what you own and why it fits your overall financial 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

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    9 min
  • How Life Insurance Fits Into Your Retirement Plan
    May 12 2026

    In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Glenn Ramey take a closer look at how life insurance fits into your overall retirement strategy. They discuss the different types of life insurance, how these policies have evolved over time, and why reviewing your coverage regularly is so important. The conversation also highlights the value of health savings accounts, common pitfalls to avoid, and the importance of identifying your specific needs before choosing a plan. With a focus on education and thoughtful planning, this episode helps listeners better understand their options and make more informed financial decisions for the future.

    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

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    11 min
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