Financial Safari with Marty Nevel
Financial Safari with Marty Nevel
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 planning, to financial and tax plans, and everything in between. Our objective at the Financial Safari is to put you in a position of strength to make your life comfortable and worry free!Social links:
Wealth Preservation
Marty discusses the essential strategies for wealth preservation and retirement planning. He emphasizes the importance of having a financial plan, diversifying investments, maintaining an emergency fund, and implementing effective tax strategies. The discussion also highlights the role of professio…
51:30
Retirement ‘Round the Thanksgiving Table
Marty addresses the realities of retirement planning, emphasizing the importance of meeting concerns such as market volatility, Social Security, health, and inflation. The discussion also touches on political concerns and the dynamics of family gatherings during the holidays, highlighting the impo…
50:39
Learn from the Financial Infamous
Marty discusses the realities of retirement planning, highlighting common mistakes retirees make, such as underestimating expenses and not factoring in healthcare costs. He emphasizes the importance of maximizing social security benefits, implementing proactive tax strategies, and planning for long…
51:04
Retirement Treats
Marty explores the parallels between Halloween treats and retirement planning. He discusses the importance of layering income sources, maximizing social security benefits, and preparing for inflation and medical costs. Marty emphasizes the need for a comprehensive retirement plan that includes str…
51:23
The Right Ingredients for Retirement
Marty discusses the essential aspects of retirement planning, addressing common misconceptions about retirement savings, the importance of having a financial plan, and strategies for maximizing savings and social security benefits. He emphasizes the need for proactive planning regarding taxes, heal…
51:27
The Financial Seasons
Marty discusses the importance of financial planning through the lens of seasonal changes. He explores how different life stages can be likened to seasons, emphasizing the need for early savings, nurturing growth, harvesting gains, and preparing for retirement. The discussion also highlights the un…
51:07
Financial Emotions
Marty discusses various aspects of retirement planning, focusing on the emotional elements involved, the importance of having a comprehensive financial plan, and how to navigate life's unexpected challenges. He emphasizes the need for flexibility in financial planning to accommodate life's changes …
51:35
Take Your Lifestyle to Retirement
Marty discusses the complexities of retirement planning, emphasizing the importance of income strategies, investment choices, and understanding social security benefits. He provides insights on crafting a comprehensive spending plan, maintaining lifestyle in retirement, and the role of taxes. The d…
51:31
Expect the Retirement Unexpected
Marty discusses the complexities of retirement planning, emphasizing the importance of being prepared for uncertainties, particularly in healthcare, homeownership, inflation, and taxes. Marty also welcomes America’s Wealth Coach and best-selling author Coach Pete D’Arruda to the podcast. They both…
50:52
Retirement in the News
Marty discusses recent financial headlines and their impact on retirement planning. The conversation covers topics such as the retirement disconnect, the potential decimation of retirement savings from taxes, Americans' biggest financial regrets about retirement, and the lack of knowledge about Soc…
50:24