Safe Haven $olutions

By: Haven Financial Group
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  • Summary

  • Your one-stop-shop for quick, comprehensive, and timely financial advice. Welcome to the Safe Haven $olutions Podcast hosted by Larry Kallevig, Founder and CEO of Haven Financial Group in Burnsville, Minnesota.
    Copyright 2024 All rights reserved.
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Episodes
  • Preparing for Changing Interest Rates

    Preparing for Changing Interest Rates
    Jan 16 2025

    While the stock market might have seen strength these past few months, that’s no indicator of how the economy might fair in the future. That’s why it’s critical to keep tabs on another metric that influences almost every aspect of the economy—interest rates. Let's jump in!

    Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary review of your financial situation today!
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    11 mins
  • Don’t Forget Your Estate Planning Checklist

    Don’t Forget Your Estate Planning Checklist
    Jan 13 2025

    A solid estate plan could be one of the greatest gifts you can give to your heirs and beneficiaries. Most people think estate planning is only for multi-millionaires, but truthfully, it’s for everyone. On this episode of the Safe Haven $olutions podcast, we dive into the key items on an estate planning checklist.

    Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary review of your financial situation today!
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    13 mins
  • A Tax Planning Checklist

    A Tax Planning Checklist
    Jan 9 2025

    Taxes could be one of your largest expenses in retirement. In this episode, we dissect important actions to help you optimize the efficiency of your retirement strategy and identify key items that should be on your end-of-year tax planning checklist.

    Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary review of your financial situation today!
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    10 mins

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