Episodes

Monday Mar 17, 2025
Leftover 529? Here’s What You Can Do
Monday Mar 17, 2025
Monday Mar 17, 2025
“What should I do with leftover 529 college savings?” It’s a common question for families who’ve set aside more than needed for education. The good news? You have several options to make the most of those funds—without letting them go to waste or facing unnecessary penalties. Let's discuss!
To learn more visit havenfinancialgroup.com today!

Thursday Mar 13, 2025
Retirement Accounts and Your Taxes
Thursday Mar 13, 2025
Thursday Mar 13, 2025
Taxes could be one of the largest expenses you have in retirement. So, do you have a plan if taxes rise? Is your retirement strategy secure? This is such an important topic for retirees today—and being unprepared could cost you more than you think— lets discuss!
To learn more visit havenfinancialgroup.com today!

Thursday Mar 13, 2025
Estate Planning—A Family Conversation
Thursday Mar 13, 2025
Thursday Mar 13, 2025
Estate and wealth transfer can be a difficult conversation for many reasons. It not only involves discussing a loved one’s passing, but also talking about how assets and money will be split up between family members. Let’s discuss some key tools and strategies to help you start the conversation.
To learn more visit havenfinancialgroup.com today!

Monday Mar 10, 2025
Understanding Retirement Savings at Age 50
Monday Mar 10, 2025
Monday Mar 10, 2025
Hitting your 50s? Retirement is probably on your mind, but how does your 401(k) stack up? Are you on track, or falling behind? Let’s break down where you should be, how your peers are saving, and what you can do now to maximize your retirement future!
To learn more visit havenfinancialgroup.com today!

Monday Mar 10, 2025
At What Age Should You Retire?
Monday Mar 10, 2025
Monday Mar 10, 2025
“When should you officially retire?” That’s one of the first questions you might ask when you start thinking about retirement…The answer often lies in when you can or should claim Social Security. Let's discuss!
To learn more visit havenfinancialgroup.com today!

Thursday Mar 06, 2025
Changes to Social Security in 2025
Thursday Mar 06, 2025
Thursday Mar 06, 2025
Social Security is one of the most important pillars of retirement income, yet many retirees are unaware of the key changes that impact their benefits each year. Let’s explore the upcoming changes to Social Security in 2025 and what they mean for your retirement decisions!
To learn more visit havenfinancialgroup.com today!

Thursday Mar 06, 2025
The Social Security COLA and Your Retirement
Thursday Mar 06, 2025
Thursday Mar 06, 2025
You may or may not be happy about lower inflation levels and general price stability, but if you were counting on another large increase to your Social Security check in 2025, you might have to change your plans… let's discuss!
To learn more, visit havenfinancialgroup.com today!

Monday Mar 03, 2025
Lower Inflation and Social Security in 2025
Monday Mar 03, 2025
Monday Mar 03, 2025
When it comes to retirement planning, we always like to be a step ahead and plan for adverse effects while still rooting for smooth sailing. So, while we’re certainly glad that prices are stabilizing for retirees, join us as we jump into how Social Security could change due to lower inflation.
To learn more visit havenfinancialgroup.com!

Monday Mar 03, 2025
Revisiting How Social Security is Taxed
Monday Mar 03, 2025
Monday Mar 03, 2025
Social Security may seem like a solid safety net for your retirement income needs. While it’s designed to be a crucial support system, it comes with some key strategic decisions to make the most of it… especially because it may be subject to an income tax!
To learn more visit havenfinancialgroup.com!

Thursday Feb 27, 2025
Understanding the Costs and Benefits of Fixed Income
Thursday Feb 27, 2025
Thursday Feb 27, 2025
Fixed income is a go-to concept when it comes to covering retirement costs and replacing your paycheck. However, it’s important to know the pros and cons before deciding on a fixed-income strategy. Let's discuss!
To learn more visit havenfinancialgroup.com!

More Than a Podcast