In this episode of the Safe Haven Solutions Podcast, Larry and Rachelle Kallevig share the personal values that guide Haven Financial Group—from putting family first to creating a safe, no-pressure environment for clients. They discuss trust, communication, education, and why helping families feel confident and at peace with their financial decisions is at the heart of everything they do.

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 and Rachelle Kallevig walk listeners through what it’s like to schedule and attend a first appointment at Haven Financial Group. They explain how each visit is tailored to the client’s goals, whether that means coordinating investments, Social Security, Medicare, tax planning, or insurance—all in one place. The conversation highlights efficiency, ongoing communication, and a relationship-driven approach that keeps clients informed, supported, and confident throughout 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 and Rachelle Kallevig discuss what truly separates Haven Financial Group from other firms. They highlight a people-first approach to retirement planning, elevated client service, and the value of having everything under one roof—from wealth management and tax planning to Medicare and estate planning. The conversation emphasizes education, communication, and creating a comfortable, no-pressure environment where clients feel heard, supported, and treated like family.

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 and office manager Rachelle Kallevig share the story behind building Haven Financial Group. They discuss the firm’s people-first philosophy, the importance of trust and teamwork, and how elevated client service is at the core of creating a true “safe haven” for retirement planning.

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, 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

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.

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