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Marty covers vital moves to consider before the end of the year including tax loss harvesting, Roth conversations, Qualified Charitable Distributions, RMD strategies, and not losing out on Flexible Spending Accounts.  He also lays out the facts on longevity and how to remove the risk from “longevity risk.”  The discussion then moves to strategic giving at the end of the year.

Reach Marty at 888-519-9096.

Smart Money Solutions

www.smartmoneysolutionsmn.com

 

Marty covers vital moves to consider before the end of the year including tax loss harvesting, Roth conversations, Qualified Charitable Distributions, RMD strategies, and not losing out on Flexible Spending Accounts.&nbsp; He also lays out the facts on longevity and how to remove the risk from &ldquo;longevity risk.&rdquo;&nbsp; The discussion then moves to strategic giving at the end of the year.
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>
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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

End of Year Financial Moves

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Marty discusses the strategies that wealthy individuals use to secure their financial future, emphasizing the importance of consistency in saving and investing. He highlights the significance of maxing out tax-advantaged accounts and the necessity of proper estate planning to avoid complications after death. The conversation also touches on humorous money sayings and their relevance today, as well as listener questions about AI in retirement planning and the importance of human advice. Overall, the episode provides valuable insights into effective retirement planning and the importance of having a comprehensive financial strategy.

Reach Marty at 888-519-9096.

Smart Money Solutions

www.smartmoneysolutionsmn.com

 

Marty discusses the strategies that wealthy individuals use to secure their financial future, emphasizing the importance of consistency in saving and investing. He highlights the significance of maxing out tax-advantaged accounts and the necessity of proper estate planning to avoid complications after death. The conversation also touches on humorous money sayings and their relevance today, as well as listener questions about AI in retirement planning and the importance of human advice. Overall, the episode provides valuable insights into effective retirement planning and the importance of having a comprehensive 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>
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Mimicking Wealthy Strategies for Financial Success

Marty discusses the critical balance between safety and growth in retirement planning. He explores various investment strategies, including high yield savings accounts, annuities, and US Treasury Securities, emphasizing the importance of safeguarding wealth while still achieving growth. The conversation also covers the implications of market downturns, early retirement considerations, and the necessity of managing debt and healthcare costs. Listeners are encouraged to take a comprehensive look at their financial situation and consider customized strategies for a secure retirement.

Reach Marty at 888-519-9096.

Smart Money Solutions

www.smartmoneysolutionsmn.com

 

Marty discusses the critical balance between safety and growth in retirement planning. He explores various investment strategies, including high yield savings accounts, annuities, and US Treasury Securities, emphasizing the importance of safeguarding wealth while still achieving growth. The conversation also covers the implications of market downturns, early retirement considerations, and the necessity of managing debt and healthcare costs. Listeners are encouraged to take a comprehensive look at their financial situation and consider customized strategies for a secure 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;

Preservation and Growth in Retirement

Marty emphasizes the importance of financial literacy in retirement planning, discussing various aspects such as inflation, social security strategies, legal changes, and the risks of financial scams. He provides insights on creating a comprehensive retirement plan, assessing readiness, and understanding tax implications. The episode also features listener questions, highlighting real-life scenarios and solutions.

Reach Marty at 888-519-9096.

Smart Money Solutions

www.smartmoneysolutionsmn.com

 

Marty emphasizes the importance of financial literacy in retirement planning, discussing various aspects such as inflation, social security strategies, legal changes, and the risks of financial scams. He provides insights on creating a comprehensive retirement plan, assessing readiness, and understanding tax implications. The episode also features listener questions, highlighting real-life scenarios and solutions.
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>
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End of Year Financial Moves

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