The conversation discusses the biggest financial regrets from 2023 and provides tips for avoiding these common concerns. The first regret identified is saving little or no money for retirement, followed by failing to take advantage of interest-bearing accounts. The conversation emphasizes the importance of having a vision for retirement savings and understanding the income stream needed in retirement. The next regret is taking on too much credit card debt, which is highlighted as the worst type of debt to have. The final regret is failing to save money for emergencies, with the importance of having an emergency fund emphasized. The conversation also touches on the importance of including both spouses in the planning process and creating a plan that aligns with both individuals' risk tolerances. They also address common concerns and misconceptions about investing in gold and offer guidance for individuals who have not yet started saving for retirement.

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

The conversation discusses the biggest financial regrets from 2023 and provides tips for avoiding these common concerns. The first regret identified is saving little or no money for retirement, followed by failing to take advantage of interest-bearing accounts. The conversation emphasizes the importance of having a vision for retirement savings and understanding the income stream needed in retirement. The next regret is taking on too much credit card debt, which is highlighted as the worst type of debt to have. The final regret is failing to save money for emergencies, with the importance of having an emergency fund emphasized. The conversation also touches on the importance of including both spouses in the planning process and creating a plan that aligns with both individuals' risk tolerances. They also address common concerns and misconceptions about investing in gold and offer guidance for individuals who have not yet started saving for retirement.
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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