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Marty discusses common estate planning mistakes, such as failing to create an estate plan, not updating the plan, ignoring digital assets, and not properly funding a trust. He also emphasizes the importance of having powers of attorney in place and seeking professional help for estate planning. 

 Reach Marty at 888-519-9096.

Smart Money Solutions

Marty discusses common estate planning mistakes, such as failing to create an estate plan, not updating the plan, ignoring digital assets, and not properly funding a trust. He also emphasizes the importance of having powers of attorney in place and seeking professional help for estate planning. 
 Reach Marty at 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

Proper Estate Planning

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 discuss good retirement strategies and Coach Pete’s new book, “The Big Book on Retirement.”

Reach Marty at 888-519-9096.

Smart Money Solutions

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 discuss good retirement strategies and Coach Pete’s new book, “The Big Book on Retirement.”
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>

Expect the Retirement Unexpected

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 Social Security benefits. Marty emphasizes the importance of creating a comprehensive retirement plan that includes sustainable income and proactive tax strategies. 

Reach Marty at 888-519-9096.

Smart Money Solutions

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 Social Security benefits. Marty emphasizes the importance of creating a comprehensive retirement plan that includes sustainable income and proactive tax strategies. 
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>

Retirement in the News

Marty discusses the importance of early detection and prevention in both physical and financial health. He compares various physical ailments, such as heart disease, Alzheimer's disease, and diabetes, to financial concerns and emphasizes the need for proactive planning and preparation. Marty also highlights the significance of maximizing Social Security benefits, managing taxes, and preparing for out-of-pocket healthcare costs and long-term care. He concludes by emphasizing the importance of having a plan for retirement and staying active and fulfilled during this phase of life. 

Reach Marty at 888-519-9096.

Smart Money Solutions

Marty discusses the importance of early detection and prevention in both physical and financial health. He compares various physical ailments, such as heart disease, Alzheimer's disease, and diabetes, to financial concerns and emphasizes the need for proactive planning and preparation. Marty also highlights the significance of maximizing Social Security benefits, managing taxes, and preparing for out-of-pocket healthcare costs and long-term care. He concludes by emphasizing the importance of having a plan for retirement and staying active and fulfilled during this phase of life. 
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>

Proper Estate Planning

Financial Safari with Marty Nevel

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Financial Safari with Marty Nevel

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