TEASE

In this episode, Marty discusses the importance of spring cleaning and financial organization, including the need for an emergency fund and debt management. He also emphasizes the significance of maximizing retirement contributions and proactive tax planning. Marty highlights the importance of asset allocation and risk management in retirement planning. He offers comprehensive retirement reviews and emphasizes the lessons that can be learned from college basketball, such as the fundamentals of retirement planning and the importance of planning and preparation. 

You can reach Marty by calling 888-519-9096.

Smart Money Solutions

In this episode, Marty discusses the importance of spring cleaning and financial organization, including the need for an emergency fund and debt management. He also emphasizes the significance of maximizing retirement contributions and proactive tax planning. Marty highlights the importance of asset allocation and risk management in retirement planning. He offers comprehensive retirement reviews and emphasizes the lessons that can be learned from college basketball, such as the fundamentals of retirement planning and the importance of planning and preparation. 
You can reach Marty by calling 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</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

Basketball and Retirement?

The conversation revolves around the topic of Roth conversions and whether or not they make sense for individuals. Marty Nevel, a retirement specialist, discusses the various circumstances in which Roth conversions may be beneficial, such as lowering future tax brackets and estate planning. He also highlights the importance of careful consideration and analysis before deciding to do a Roth conversion. Other topics covered include the need for a diversified tax liability, maximizing retirement accounts, and creating a spending plan for retirement.  Marty also discusses the challenges that baby boomers face as they enter retirement. 

Reach Marty at 888-519-9096.

Smart Money Solutions

The conversation revolves around the topic of Roth conversions and whether or not they make sense for individuals. Marty Nevel, a retirement specialist, discusses the various circumstances in which Roth conversions may be beneficial, such as lowering future tax brackets and estate planning. He also highlights the importance of careful consideration and analysis before deciding to do a Roth conversion. Other topics covered include the need for a diversified tax liability, maximizing retirement accounts, and creating a spending plan for retirement.  Marty also discusses the challenges that baby boomers face as they enter retirement. 
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutions.com">Smart Money Solutions</a>

Roth Conversions

Marty discusses the five basic steps to retirement planning and emphasizes the importance of income planning and expense management. He also highlights the significance of investment management, healthcare and long-term care planning, and estate planning. Marty mentions the option of having an encore career or working in some capacity during retirement. He discusses the role of annuities and real estate income as additional streams of income. Marty also addresses the question of being bullish or bearish in investment strategies and the importance of planning for retirement in the financial red zone. 

Reach Marty at 888-519-9096.

Smart Money Solutions

Marty discusses the five basic steps to retirement planning and emphasizes the importance of income planning and expense management. He also highlights the significance of investment management, healthcare and long-term care planning, and estate planning. Marty mentions the option of having an encore career or working in some capacity during retirement. He discusses the role of annuities and real estate income as additional streams of income. Marty also addresses the question of being bullish or bearish in investment strategies and the importance of planning for retirement in the financial red zone. 
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutions.com">Smart Money Solutions</a>

The Steps to Retirement

Marty gives his take on recent financial news stories.  He comments on the fact that many retirees are facing a financial crisis with half having less than $145,000 saved, well below the recommended amount.  Other stories Marty commented on include common regrets among retirees include not saving more, not having a written financial plan, underestimating retirement costs, and not planning for healthcare expenses. Retired women are significantly more likely to face financial hardships compared to men.  That is also part of the discussion.

Reach Marty at 888-519-9096.

Smart Money Solutions

Marty gives his take on recent financial news stories.  He comments on the fact that many retirees are facing a financial crisis with half having less than $145,000 saved, well below the recommended amount.  Other stories Marty commented on include common regrets among retirees include not saving more, not having a written financial plan, underestimating retirement costs, and not planning for healthcare expenses. Retired women are significantly more likely to face financial hardships compared to men.  That is also part of the discussion.
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>

Basketball and Retirement?

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Financial Safari with Marty Nevel

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