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!
Marty discusses various economic indicators that may signal a recession, both conventional and unconventional. He emphasizes the importance of understanding these indicators to make informed financial decisions. The discussion also covers the significance of diversifying income streams, maintaining emergency funds, and avoiding common retirement planning mistakes. Marty highlights the necessity of strategic tax planning and the importance of long-term retirement strategies tailored to individual needs. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty covers financial planning strategies for uncertain economic times, emphasizing the importance of preparation and mindset. The discussion also covers inflation's impact on retirement and the balance between cash management and investment strategies. Marty discusses the importance of wise investing for retirement, emphasizing the need to protect savings and avoid unnecessary risks. He highlights the unique financial challenges women face, including the wage gap and longevity issues, and offers strategies to overcome these obstacles. The discussion also touches on the significance of having a solid financial plan, the role of risk aversion in investment strategies, and concludes with light-hearted mom-isms that provide timeless financial wisdom. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty covers common misconceptions about retirement planning, emphasizing the importance of realistic assumptions. He highlights the risks associated with relying on market performance, inflation, and the expectation of inheritance. Marty stresses the need for a comprehensive retirement plan that accounts for potential life changes and economic fluctuations. He also explores opportunities that arise in volatile markets, such as tax loss harvesting and strategic buying, while advocating for guaranteed income strategies to ensure financial security in retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutions.com See omnystudio.com/listener for privacy information.
Marty discusses the challenges and strategies for navigating market uncertainty as individuals approach retirement. He emphasizes the importance of sticking to a financial plan, understanding income-generating investments, and maximizing Social Security benefits. The discussion highlights the need for knowledge and preparation in retirement planning, particularly in light of market fluctuations and the complexities of Social Security. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty talks about the recent recovery in the stock market, the implications of tariffs on American manufacturing, and the political landscape affecting economic policies. He delves into retirement planning strategies amidst market volatility, emphasizing the importance of guaranteed income streams for retirees. The discussion also touches on budgeting and managing expenses and concludes with insights on consumer confidence and the future economic outlook. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the critical aspects of retirement planning, emphasizing the importance of tax strategies, the benefits of indexed universal life insurance, and the role of annuities in providing a stable income. He also explores the differences between Roth and traditional accounts, and draws parallels between retirement planning and lessons from classic literature, highlighting the need for a sound strategy in the face of current market trends. Reach Marty at 888-419-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the various curveballs that retirees may face, including financial instability, healthcare costs, taxes, inflation, and the importance of estate planning. He emphasizes the need for a flexible retirement plan that can adapt to life's unexpected challenges. The conversation also revisits traditional retirement rules, such as the 4% rule and the 25 times rule, providing insights on how to effectively manage retirement income and expenses. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the complexities surrounding tariffs and their implications for retirement planning. He explores the myths and facts about tariffs, their impact on inflation, and how they affect stock prices and retirement funds. Marty emphasizes the importance of adapting retirement strategies in light of economic changes, including the use of annuities and life insurance for generating income. The discussion highlights the need for a comprehensive retirement plan that considers market volatility and inflationary pressures. Reach Marty at 888-419-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the implications of tariffs on retirement planning, the volatility of the markets, and effective debt management strategies for retirees. He emphasizes the importance of understanding how economic changes can affect financial security and offers insights into navigating these challenges. The discussion also highlights the need for a flexible retirement plan that can adapt to market fluctuations and personal financial situations. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the complexities of retirement planning, emphasizing the importance of replacing lost income, customizing strategies to individual needs, and the significance of social connections post-retirement. He explores various aspects of financial security, including tax strategies and risk management, while highlighting the necessity of a well-structured plan to ensure a fulfilling retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the various aspects of retirement, including the loss of predictable income, the importance of finding purpose, the implications of losing employer-sponsored benefits, and the need for a solid spending plan. He also delves into tax strategies, particularly Roth conversions, and their potential benefits and drawbacks. The discussion emphasizes the importance of planning for a fulfilling retirement while navigating financial complexities. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the essential aspects of retirement planning, focusing on how much money individuals need to retire comfortably. He emphasizes the importance of evaluating expenses, maximizing savings, managing debt, and planning for healthcare costs. The discussion also covers strategies for maximizing social security benefits and draws historical parallels to retirement planning from the Roman Empire, highlighting the evolution of retirement systems and the challenges faced in modern retirement planning. Reach marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutions.com See omnystudio.com/listener for privacy information.
The conversation explores the implications of the 'Silver Tsunami' as more baby boomers reach retirement age, discussing the challenges and considerations for retirement planning, including Social Security, income diversification, and the importance of having a purpose in retirement. Various types of retirees are examined, highlighting different approaches to life after work, from those who continue to work out of passion to those who embrace a more leisurely lifestyle. Marty discusses the importance of comprehensive retirement planning, addressing various case studies that highlight common pitfalls and strategies for securing a comfortable retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses essential strategies for retirement planning, focusing on balancing risk and reward, ensuring guaranteed income, and navigating the complexities of cryptocurrency and tax-free income sources. He emphasizes the importance of understanding investments, managing risks, and utilizing tools like annuities, Roth IRAs, and HSAs to secure a stable financial future. The discussion also highlights the potential pitfalls in retirement planning, particularly regarding taxes and Social Security. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the concept of behavioral finance and its implications for retirement planning. He emphasizes the emotional aspects of financial decisions, the importance of understanding one's triggers, and the need for a diversified approach to retirement income. Marty also highlights the role of a financial coach in navigating the complexities of retirement planning, the necessity of regular reassessments, and the application of military strategies to ensure financial security. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutions.com See omnystudio.com/listener for privacy information.
Marty explores various aspects of retirement planning, focusing on the economic landscape of 2025, risk management strategies, investment approaches, and the emotional factors that influence retirement decisions. He emphasizes the importance of income security, the need for a comprehensive plan, and the emotional journey clients experience during retirement planning. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the parallels between physical fitness and financial fitness, emphasizing the importance of maintaining both for a healthy and secure retirement. He outlines various exercises and their financial counterparts, such as automating savings like walking for health. The discussion also covers the significance of planning for market downturns, creating a safe financial strategy, and ensuring a steady income stream in retirement. Marty encourages listeners to take proactive steps in their financial planning to avoid panic during market fluctuations. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.comSee omnystudio.com/listener for privacy information.
Marty discusses the top financial concerns retirees will face in 2025, as identified by Goldman Sachs. He emphasizes the importance of long-term planning, the need to maximize employer benefits, and the role of technology in retirement planning. Marty also shares practical advice on saving and spending, highlights the significance of income planning, and provides insights through quotes from notable figures in finance. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the common pitfalls retirees face and emphasizes the importance of careful planning and budgeting for a successful retirement. He highlights the dangers of relying too much on home equity, the need to research new living areas before relocating, and the risks of elder scams. Marty also stresses the importance of having a financial plan that accounts for various income sources and helps avoid overspending during the early years of retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the importance of setting financial resolutions for the new year, emphasizing the need for discipline and accountability in achieving these goals. He explores various strategies for managing retirement accounts, particularly 401(k)s, and the implications of cashing out versus rolling over these accounts. The discussion also highlights the significance of having an emergency fund and the potential benefits of loans against 401(k)s as a financial strategy. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the shift in focus for Americans as they approach the new year, emphasizing the importance of financial resolutions over traditional goals. He highlights the need for realistic financial planning, the significance of having an emergency fund, and the role of a financial coach in achieving these goals. The discussion also delves into the challenges retirees face when supporting adult children and the potential risks involved. Finally, Marty touches on estate planning and the importance of controlling wealth transfer to ensure financial security in retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses various aspects of retirement planning, including the impact of a new presidential administration on retirement savings, the importance of regular financial check-ins, maximizing retirement contributions, maintaining emergency funds, utilizing health savings accounts, and the complexities of Roth conversion strategies. They emphasize the need for a balanced approach to financial planning and the importance of understanding tax implications. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the feasibility of retiring in three years or less, emphasizing the importance of health insurance, cash flow, and guaranteed income. He provides insights on maximizing retirement contributions, strategies for Social Security, and the necessity of managing high-interest debt. The discussion also covers mortgage strategies and the benefits of part-time work or freelancing in retirement, highlighting the need for a comprehensive financial plan tailored to individual needs. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty points out the financial habits of wealthy individuals and how they can be applied to personal finance strategies. The discussion covers the importance of long-term planning, risk management, and the value of professional financial guidance. Additionally, the conversation highlights common retirement penalties and the rising costs of healthcare, emphasizing the need for careful planning to avoid these pitfalls. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses significant changes in retirement planning set to take effect in 2025, including increased contribution limits, automatic enrollment in 401k plans, and the implications of the Secure Act 2.0. He emphasizes the importance of saving and maximizing contributions, understanding required minimum distributions (RMDs), and exploring options like Qualified Longevity Annuity Contracts (QLACs) for income in retirement. The discussion also covers strategies for building a personal pension plan and ensuring financial freedom during retirement. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the essential strategies for wealth preservation and retirement planning. He emphasizes the importance of having a financial plan, diversifying investments, maintaining an emergency fund, and implementing effective tax strategies. The discussion also highlights the role of professional guidance in navigating retirement planning and the pitfalls of consumerism and overspending. Marty shares insights on avoiding common retirement mistakes and the significance of being cautious with misleading discounts and marketing tactics. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty addresses the realities of retirement planning, emphasizing the importance of meeting concerns such as market volatility, Social Security, health, and inflation. The discussion also touches on political concerns and the dynamics of family gatherings during the holidays, highlighting the importance of being prepared for various situations in retirement. Marty discusses the various personality types encountered during holiday gatherings and how they can impact retirement planning. He emphasizes the importance of rational decision-making, avoiding impulsive choices, and being open to different investment strategies. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty discusses the realities of retirement planning, highlighting common mistakes retirees make, such as underestimating expenses and not factoring in healthcare costs. He emphasizes the importance of maximizing social security benefits, implementing proactive tax strategies, and planning for long-term care. The discussion also touches on financial criminals and the lessons that can be learned from their actions, underscoring the need for careful investment and financial planning. Marty delves into the world of financial criminals, exploring infamous figures like Elizabeth Holmes, John Dillinger, and DB Cooper. They discuss the lessons that can be learned from these criminals' actions, particularly in the context of retirement planning and investment strategies. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.
Marty explores the parallels between Halloween treats and retirement planning. He discusses the importance of layering income sources, maximizing social security benefits, and preparing for inflation and medical costs. Marty emphasizes the need for a comprehensive retirement plan that includes strategies for job changes, market volatility, and ensuring savings last throughout retirement. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Marty discusses the essential aspects of retirement planning, addressing common misconceptions about retirement savings, the importance of having a financial plan, and strategies for maximizing savings and social security benefits. He emphasizes the need for proactive planning regarding taxes, healthcare, and long-term care, while also highlighting the significance of a spending plan to ensure a comfortable retirement. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Marty discusses the importance of financial planning through the lens of seasonal changes. He explores how different life stages can be likened to seasons, emphasizing the need for early savings, nurturing growth, harvesting gains, and preparing for retirement. The discussion also highlights the unique challenges faced by Generation X as they approach retirement, including the need for risk management and understanding the shift from pensions to 401(k) plans. Marty provides actionable strategies for maximizing contributions and preparing for market volatility, ultimately aiming to help listeners secure a comfortable retirement. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Marty discusses various aspects of retirement planning, focusing on the emotional elements involved, the importance of having a comprehensive financial plan, and how to navigate life's unexpected challenges. He emphasizes the need for flexibility in financial planning to accommodate life's changes and the impact of inflation and market volatility on financial security. The conversation also highlights the significance of family connections and the joy of holiday gatherings. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Marty discusses the complexities of retirement planning, emphasizing the importance of income strategies, investment choices, and understanding social security benefits. He provides insights on crafting a comprehensive spending plan, maintaining lifestyle in retirement, and the role of taxes. The discussion also covers risk management in investments and answers listener questions, offering expert advice tailored to individual needs. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
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 SolutionsSee omnystudio.com/listener for privacy information.
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 SolutionsSee omnystudio.com/listener for privacy information.
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 SolutionsSee omnystudio.com/listener for privacy information.
Marty discusses the financial lessons we can learn from historical monarchs. He emphasizes the importance of sustainable retirement strategies, avoiding get-rich-quick schemes, and ensuring consistent growth in investments. Marty also highlights the dangers of ignoring financial problems and delaying critical changes, as well as the risks of overinvestment and emotional spending. He stresses the need for comprehensive retirement planning, including estate planning, financial planning, and tax planning. Marty emphasizes the importance of having multiple streams of reliable income, becoming debt-free, and having comprehensive health and long-term care coverage. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Marty explores the intersection between presidential races and economic policies and how they can affect financial futures, especially in retirement. He discusses past administrations and the economy during their terms, highlighting key events and policies. Topics include high inflation, gas lines, interest rates, tax cuts, national debt, and the impact of different administrations on retirement planning. The conversation also delves into the current political landscape and the importance of seeking professional help for retirement planning. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Marty discusses common mistakes to avoid in retirement planning. The first mistake is waiting too long to plan, but Marty emphasizes that it's never too late to start. He recommends starting in your mid to late 40s or early 50s. Another mistake is underestimating the cost of living, especially with inflation and rising expenses. Marty advises getting rid of debt and having an emergency fund. He also highlights the importance of considering long-term care and having a plan in place. Other mistakes to avoid include not prioritizing contributions to investments and not establishing proactive tax strategies. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
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 SolutionsSee omnystudio.com/listener for privacy information.
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 SolutionsSee omnystudio.com/listener for privacy information.
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 SolutionsSee omnystudio.com/listener for privacy information.
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 SolutionsSee omnystudio.com/listener for privacy information.
Marty discusses the importance of finding the right financial advisor for retirement planning. He covers topics such as how to find a financial advisor, the benefits of working with an advisor, and the components of a good retirement plan. He also touches on the impact of inflation, rising delinquencies, and bank closures on the economy. Marty emphasizes the need for a comprehensive plan that addresses income, estate planning, tax planning, investment management, and healthcare planning. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Marty discusses the importance of continuing to invest once you retire. He emphasizes the use of safe money strategies, such as annuity products and life insurance programs, to ensure a guaranteed income and growth. Marty also highlights the impact of inflation on purchasing power and the need to keep up with it. He mentions the importance of having emergency funds for unexpected expenses and opportunities. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Marty discusses the challenges facing Generation X in saving for retirement. He compares Gen Xers to Jan Brady from the Brady Bunch, as the middle child often overlooked compared to the baby boomers and millennials. Marty emphasizes the importance of preparation and planning for retirement, as many Gen Xers are nearing retirement age. He also touches on the topic of high-interest debt and the need to pay it off before retirement. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Marty discusses the changing landscape of retirement and the challenges faced by pre-retirees and retirees today. He highlights the need for proper planning and diversification to ensure a secure retirement. The conversation also touches on the role of artificial intelligence (AI) in financial planning and the advantages of the human touch in creating personalized retirement plans. Marty discusses the importance of the human element in retirement planning and addresses common questions and concerns that clients may have. He emphasizes the need for a trusted advisor who can provide personalized guidance and support. Marty also discusses topics such as how financial advisors get paid, their qualifications, investment strategies, and communication with clients. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
The retirement of 10,000 baby boomers every day is having significant impacts on current retirees as well as the broader economic and social systems. This wave of retirees is putting a strain on social security, Medicare, and pension systems. Changes are being proposed to make social security and Medicare more needs-based and to increase the tax on the younger generation. The rising demand for healthcare is also a concern, and individuals are encouraged to contribute to HSAs and save for future healthcare needs. Marty addresses these challenges and discusses various topics related to retirement planning. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Marty covers significant changes in retirement planning over the last 20 years, including shifts in the economy, demographics, technology, and regulatory environments. He discusses the demise of private sector pensions, the shift to defined contribution plans, increased contribution limits, the introduction of the Roth 401k, automatic enrollment, and changes in required minimum distribution ages. He also provides insights into annuities and their role in retirement planning. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Marty discusses the financial regrets of retirees and the importance of retirement planning. He emphasizes the need for a comprehensive plan that accounts for unexpected events, inflation, and volatility. Marty also addresses the unique challenges women face in retirement and the importance of custom-tailored plans. He highlights the significance of guaranteed lifetime income and the impact of retirement age on benefits and penalties. Reach Marty Nevel at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
Retirement planning requires expecting the unexpected and being prepared for various expenses. Health care costs, including Medicare and supplemental plans, should be considered. Long-term care insurance may not be the best option, and alternatives like life insurance or annuities should be explored. Homeownership comes with maintenance costs, property taxes, and potential downsizing expenses. Taxes are an ongoing concern in retirement and should be accounted for in financial planning. Marty Nevel discusses various financial topics, including the impact of inflation, the state of the economy, and the concerns of retirees. Reach Marty at 888-519-9096. Smart Money SolutionsSee omnystudio.com/listener for privacy information.
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