In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss why budgeting and cost awareness play a critical role in retirement preparedness. The conversation explores how spending habits, inflation, healthcare costs, liquidity, and emergency planning can significantly impact how long your savings last. Larry explains why retirement planning is about more than investment performance—it’s about balance, education, and having a trusted partner who takes the time to address every piece of the retirement puzzle so clients feel informed, confident, and supported.
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