The conversation covers various topics related to financial planning, including reviewing finances, eliminating March Madness, inflation and rising prices, refreshing the budget and emergency fund, reevaluating investments and asset allocation, overcoming fear and making financial decisions, and life lessons from legendary basketball coaches. The conversation explores the apprehension and concerns individuals have about retirement, including the fear of losing one's identity and value. It emphasizes the importance of attitude and handling hard situations in retirement. The hosts also discuss the significance of laughter, thinking, and emotional experiences in daily life.  The conversation touches on the topics of Roth conversions and annuities, as well as determining the appropriate withholding on Social Security.

Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/

The conversation covers various topics related to financial planning, including reviewing finances, eliminating March Madness, inflation and rising prices, refreshing the budget and emergency fund, reevaluating investments and asset allocation, overcoming fear and making financial decisions, and life lessons from legendary basketball coaches. The conversation explores the apprehension and concerns individuals have about retirement, including the fear of losing one's identity and value. It emphasizes the importance of attitude and handling hard situations in retirement. The hosts also discuss the significance of laughter, thinking, and emotional experiences in daily life.  The conversation touches on the topics of Roth conversions and annuities, as well as determining the appropriate withholding on Social Security.
Reach out to Ben and Matt at 877-249-6900 or <a href="https://soundpathretirement.com/">https://soundpathretirement.com/</a>

Benjamin Koval and Matt Lybarger bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

SoundPath Retirement Strategies are logic-driven consultants helping retirees construct a comprehensive plan with the goal of creating a consistent income stream they can rely on throughout retirement. SoundPath Retirement Strategies was established in the Greater Seattle area by founder Benjamin J. Koval because he believed that the needs of senior investors were not being adequately addressed by brokerages and typical financial advisory firms.

President and founder of SoundPath Retirement Strategies, Benjamin J. Koval, has over a decade of experience in finance and has a focus on retirement planning. Ben is an MBA, a Certified Financial Planner™, and an Investment Advisor Representative (IAR) holding a Series 65 license. He is also a Washington state-licensed life insurance producer.

Benjamin Koval and Matt Lybarger bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
SoundPath Retirement Strategies are logic-driven consultants helping retirees construct a comprehensive plan with the goal of creating a consistent income stream they can rely on throughout retirement. SoundPath Retirement Strategies was established in the Greater Seattle area by founder Benjamin J. Koval because he believed that the needs of senior investors were not being adequately addressed by brokerages and typical financial advisory firms.
President and founder of SoundPath Retirement Strategies, Benjamin J. Koval, has over a decade of experience in finance and has a focus on retirement planning. Ben is an MBA, a Certified Financial Planner™, and an Investment Advisor Representative (IAR) holding a Series 65 license. He is also a Washington state-licensed life insurance producer.