In this episode of the Safe Haven Solutions Podcast, Larry and the team discuss the importance of family financial planning and how clear goals, open communication, and proactive planning can help protect generational wealth. From retirement and taxes to estate planning and peace of mind, they explain why having a coordinated plan benefits families of all sizes—not just the ultra-wealthy.

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In this episode of the Safe Haven Solutions Podcast, Larry and CFP® Thomas explore how universal and indexed universal life insurance can be used as an alternative strategy for college savings. They discuss flexibility, tax advantages, FAFSA considerations, and how these policies can serve multiple purposes beyond education. This conversation highlights why life insurance—when structured properly—can be a powerful and often overlooked planning tool for families and grandparents alike.

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In this episode of the Safe Haven Solutions Podcast, Larry is joined by Kyle Thomas, CFP®, to break down how 529 plans work and why they remain a popular tool for college savings. They discuss tax benefits, contribution strategies, FAFSA considerations, and what options families have if education plans change. Whether you’re saving for children, grandchildren, or future education goals, this conversation highlights how proper planning can add flexibility and peace of mind.

Connect with Haven Financial Group on all platforms!

havenfinancialgroup.com

facebook.com/havenfinancialgroup

linkedin.com/company/haven-financial-group-mn

instagram.com/haven_financial_group