Episodes

Thursday Apr 03, 2025
How Annuities Can Play a Role in a Healthier Retirement
Thursday Apr 03, 2025
Thursday Apr 03, 2025
Annuities offer a flexible way to provide yourself steady income, protect savings, and address specific financial goals in retirement. Whether you're looking to safeguard against outliving your money, manage market risks, or leave a legacy, annuities can be customized to fit your needs. Let’s explore what annuities are, how they work, and why they might be a valuable part of your retirement strategy.
To learn more visit havenfinancialgroup.com today!

Monday Mar 31, 2025
Uncertainty Creates Volatility in Your Retirement Portfolio
Monday Mar 31, 2025
Monday Mar 31, 2025
You’ve spent years building your retirement savings, but without the right strategy, market volatility could quickly erode what you’ve worked so hard for. The right approach not only protects your wealth but also ensures your retirement income remains stable, no matter how the market performs. Let’s explore the hidden costs of market volatility and how you can safeguard your retirement from unnecessary risks.
To learn more visit havenfinancialgroup.com today!

Monday Mar 31, 2025
Revisiting Tariffs and Their Effects on the Economy
Monday Mar 31, 2025
Monday Mar 31, 2025
Tariffs have become a hot-button financial issue. To fully understand how and to what degree tariffs might impact our economy, and therefore your retirement, let’s discuss how tariffs really work.
To learn more visit havenfinancialgroup.com today!

Thursday Mar 27, 2025
Costs and Budgets are Crucial to Your Retirement Picture
Thursday Mar 27, 2025
Thursday Mar 27, 2025
How much you spend in retirement and how well you manage rising costs can be just as important as how much you've saved. In this episode, we explore strategies to keep your spending under control so your savings last longer.
To learn more visit havenfinancialgroup.com today!

Thursday Mar 27, 2025
Your Retirement Timeline is Marked by Important Birthdays…
Thursday Mar 27, 2025
Thursday Mar 27, 2025
In retirement, your age determines when you can access certain benefits, avoid penalties, and open up your income options. However, knowing how to make financial moves is just as important as knowing when. On this episode we discuss key retirement ages and what they mean for your financial future.
To learn more visit havenfinancialgroup.com today!

Monday Mar 24, 2025
Key Questions to Focus Your Retirement Income Strategy
Monday Mar 24, 2025
Monday Mar 24, 2025
Will your retirement income last as long as you need it to? Will it keep up with inflation? Is it protected from market downturns? These are the tough questions that many retirees don’t ask until it’s too late. In this episode, Kim and Larry tackle them head-on and explore strategies to help secure your income.
To learn more, visit havenfinancialgroup.com today!

Monday Mar 24, 2025
Understanding Retirement Readiness
Monday Mar 24, 2025
Monday Mar 24, 2025
The financial world changes constantly, and unexpected life events can throw even the best-laid plans off course. On this episode, Larry and Kim discuss how you can stay ahead, and build stability into your retirement strategy so that you’re more prepared for the unexpected.
To learn more, visit havenfinancialgroup.com today!

Thursday Mar 20, 2025
Budget Strategies to Address Inflation Today
Thursday Mar 20, 2025
Thursday Mar 20, 2025
Inflation has plenty of economic effects on the financial market, but it affects your every day too. It may effect mortgage and credit rates, or impact your savings accounts, but most notably, inflation affects your budget. So how do you adjust your budgets to keep pace?
To learn more visit havenfinancialgroup.com today!

Thursday Mar 20, 2025
Insurance Can Play a Role in a Fixed-Income Retirement
Thursday Mar 20, 2025
Thursday Mar 20, 2025
An important aspect of retirement finances that is often overlooked, is the value of insurance. Insurance is more than a fallback that covers accidents or certain life events, it can also be a strategi financial tool that may help you maintain financial health and a sense of regularity along your financial journey… let’s jump in.
To learn more visit havenfinancialgroup.com today!

Monday Mar 17, 2025
Structure Your Finances to Weather Market Turbulence
Monday Mar 17, 2025
Monday Mar 17, 2025
Your retirement strategy isn’t about making as much money as possible, buying low and selling high, or a short-term stock strategy. It’s simply about covering the costs of your retirement. And when you don’t have to be concerned with market movements, you can spend more time enjoying your retirement.
To learn more visit havenfinancialgroup.com today!

More Than a Podcast