Episodes

  • LTC and Life Insurance Can Play a Role in a Fixed-Income Retirement
    Aug 21 2025

    We often discuss the benefits of annuities, which can help with income, savings protections, and so much more. However, we’d be leaving out a key piece of the puzzle if we didn’t also cover ways you can manage your costs or spread them out over time to fit within a fixed-income strategy. Let's explore!

    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

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    12 mins
  • Annuities Can Help Focus Your Finances on What You Need
    Aug 21 2025

    We often discuss why your retirement strategy isn’t just about making a lot of money and hoping for market gains. Your retirement requires a consistent budget, consistent income, longevity, and ways to reduce the financial effects of a life-changing event. So, let's talk about some strategies that people like you are using now to achieve exactly the retirement we’re talking about!

    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

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    11 mins
  • Why Your Finances Don’t Have to Care About Market Moves
    Aug 19 2025

    If you don’t want to be concerned with guessing what market movements will do in order to generate consistent income, then you shouldn’t be. And the truth is, you don’t have to... Let's dive in!

    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

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    11 mins
  • The Fed, Jobs, and Stocks: News Moving the Markets
    Aug 19 2025

    Everyone seems to have an opinion about the financial world: Should interest rates be lower or stay the same? Are we headed for a recession? Should we address the debt? What effect will tariffs have? The list goes on. So let's discuss why your retirement finances don’t actually have to be bothered with any of that, and better understand what exactly is going on.

    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

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    11 mins
  • Retirement Myths Debunked
    Aug 14 2025

    Some of the most common “truths” about retirement are actually myths that could cost you big time. From counting on Social Security to cover your expenses to believing your bills will shrink after you retire, these misconceptions can throw your plans off course. Let’s set the record straight on a few of these myths and help you take control of your financial future!

    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

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    12 mins
  • The Value of Predictable Income
    Aug 14 2025

    Planning for a secure and predictable retirement is essential for peace of mind. Predictable income provides stability, reduces financial stress, and ensures retirees can confidently enjoy their golden years. However, achieving steady income can be challenging. Exploring options like annuities, Social Security, and other strategies can help create a reliable income plan. Let’s dive into the value of predictable income, the costs of unpredictability, and the tools available to build financial security in retirement.

    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

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    11 mins
  • Understanding Your Savings Targets
    Aug 11 2025

    Imagine reaching retirement only to find your savings fall short? Without a clear savings goal and timeline, this could become reality. The good news is a well-crafted plan can help you avoid costly mistakes, safeguard your future, and enjoy the lifestyle you’ve worked hard to achieve. Let’s jump in.

    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

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    11 mins
  • Inflation Now and What It Means for Your Retirement
    Aug 11 2025

    Planning for inflation in retirement is a key piece of your financial security, and understanding its impact can help you stay ahead. From the erosion of purchasing power and setting realistic savings targets to creating stable income streams and debunking common myths, there’s a lot to unpack. Let’s explore the essentials to help you build a retirement plan that withstands the test of time and protects your financial future.

    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

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    11 mins