The conversation explores the dangers of financial advice on social media and the importance of fact-checking and consulting professionals. It highlights the misleading advice surrounding 401(k)s, celebrity endorsements, and the FIRE movement. The hosts emphasize the need to consult a financial advisor and fact-check information before making financial decisions. They also discuss the importance of asking the right questions and having a comprehensive retirement plan. In this conversation, Ben and Matt discuss important considerations for retirement planning.They also discuss the impact of medical expenses and the options for managing pensions. The conversation touches on the pros and cons of annuities, the timing of Social Security claims, and the fee structure of investments. Finally, they address questions about rolling over a 403B, spending down before RMDs, retiring on dividend income, and options when a 401k is not available.

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

The conversation explores the dangers of financial advice on social media and the importance of fact-checking and consulting professionals. It highlights the misleading advice surrounding 401(k)s, celebrity endorsements, and the FIRE movement. The hosts emphasize the need to consult a financial advisor and fact-check information before making financial decisions. They also discuss the importance of asking the right questions and having a comprehensive retirement plan. In this conversation, Ben and Matt discuss important considerations for retirement planning.They also discuss the impact of medical expenses and the options for managing pensions. The conversation touches on the pros and cons of annuities, the timing of Social Security claims, and the fee structure of investments. Finally, they address questions about rolling over a 403B, spending down before RMDs, retiring on dividend income, and options when a 401k is not available.
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.

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