TEASE

Marty discusses significant changes in retirement planning set to take effect in 2025, including increased contribution limits, automatic enrollment in 401k plans, and the implications of the Secure Act 2.0. He emphasizes the importance of saving and maximizing contributions, understanding required minimum distributions (RMDs), and exploring options like Qualified Longevity Annuity Contracts (QLACs) for income in retirement. The discussion also covers strategies for building a personal pension plan and ensuring financial freedom during retirement. 

Reach Marty at 888-519-9096.

Smart Money Solutions

www.smartmoneysolutionsmn.com

Marty discusses significant changes in retirement planning set to take effect in 2025, including increased contribution limits, automatic enrollment in 401k plans, and the implications of the Secure Act 2.0. He emphasizes the importance of saving and maximizing contributions, understanding required minimum distributions (RMDs), and exploring options like Qualified Longevity Annuity Contracts (QLACs) for income in retirement. The discussion also covers strategies for building a personal pension plan and ensuring financial freedom during retirement. 
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>
<a href="https://www.smartmoneysolutionsmn.com">www.smartmoneysolutionsmn.com</a>

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!

Financial Safari with Marty Nevel

2025 Retirement Changes

Marty discusses the importance of setting financial resolutions for the new year, emphasizing the need for discipline and accountability in achieving these goals.  He explores various strategies for managing retirement accounts, particularly 401(k)s, and the implications of cashing out versus rolling over these accounts. The discussion also highlights the significance of having an emergency fund and the potential benefits of loans against 401(k)s as a financial strategy. 

Reach Marty at 888-519-9096.

Smart Money Solutions

www.smartmoneysolutionsmn.com

 

Marty discusses the importance of setting financial resolutions for the new year, emphasizing the need for discipline and accountability in achieving these goals.&nbsp; He explores various strategies for managing retirement accounts, particularly 401(k)s, and the implications of cashing out versus rolling over these accounts. The discussion also highlights the significance of having an emergency fund and the potential benefits of loans against 401(k)s as a financial strategy. 
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>
<a href="https://www.smartmoneysolutionsmn.com">www.smartmoneysolutionsmn.com</a>
&nbsp;

2025 Financial Goals

Marty discusses the shift in focus for Americans as they approach the new year, emphasizing the importance of financial resolutions over traditional goals. He highlights the need for realistic financial planning, the significance of having an emergency fund, and the role of a financial coach in achieving these goals. The discussion also delves into the challenges retirees face when supporting adult children and the potential risks involved. Finally, Marty touches on estate planning and the importance of controlling wealth transfer to ensure financial security in retirement. 

Reach Marty at 888-519-9096.

Smart Money Solutions

www.smartmoneysolutionsmn.com

 

Marty discusses the shift in focus for Americans as they approach the new year, emphasizing the importance of financial resolutions over traditional goals. He highlights the need for realistic financial planning, the significance of having an emergency fund, and the role of a financial coach in achieving these goals. The discussion also delves into the challenges retirees face when supporting adult children and the potential risks involved. Finally, Marty touches on estate planning and the importance of controlling wealth transfer to ensure financial security in retirement. 
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>
<a href="https://www.smartmoneysolutionsmn.com">www.smartmoneysolutionsmn.com</a>
&nbsp;

Financial Resolutions

Marty discusses various aspects of retirement planning, including the impact of a new presidential administration on retirement savings, the importance of regular financial check-ins, maximizing retirement contributions, maintaining emergency funds, utilizing health savings accounts, and the complexities of Roth conversion strategies. They emphasize the need for a balanced approach to financial planning and the importance of understanding tax implications.

Reach Marty at 888-519-9096.

Smart Money Solutions

www.smartmoneysolutionsmn.com

 

Marty discusses various aspects of retirement planning, including the impact of a new presidential administration on retirement savings, the importance of regular financial check-ins, maximizing retirement contributions, maintaining emergency funds, utilizing health savings accounts, and the complexities of Roth conversion strategies. They emphasize the need for a balanced approach to financial planning and the importance of understanding tax implications.
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>
<a href="https://www.smartmoneysolutionsmn.com">www.smartmoneysolutionsmn.com</a>
&nbsp;

2025 Retirement Changes

Financial Safari with Marty Nevel

In 1 playlist(s)

Financial Safari with Marty Nevel

Social links

Follow podcast

Recent clips