In this conversation, Ben, Matt and Gary discuss common misconceptions about retirement and provide tips to avoid making mistakes. They cover topics such as the 4% rule, living expenses in retirement, life expectancy, working past 65, and taxes in retirement. They emphasize the importance of creating a comprehensive retirement plan that includes income planning, tax planning, insurance planning, estate planning, and investment planning. They offer complimentary reviews for listeners to assess their retirement plans and make necessary adjustments. In this conversation, they  discuss simple steps to save more for retirement.They also address listener questions about Roth 401(k) withdrawals, portfolio diversification, and the tax implications of different investment options. The conversation provides practical advice and insights for individuals looking to improve their financial situation and plan for retirement.

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

In this conversation, Ben, Matt and Gary discuss common misconceptions about retirement and provide tips to avoid making mistakes. They cover topics such as the 4% rule, living expenses in retirement, life expectancy, working past 65, and taxes in retirement. They emphasize the importance of creating a comprehensive retirement plan that includes income planning, tax planning, insurance planning, estate planning, and investment planning. They offer complimentary reviews for listeners to assess their retirement plans and make necessary adjustments. In this conversation, they  discuss simple steps to save more for retirement.They also address listener questions about Roth 401(k) withdrawals, portfolio diversification, and the tax implications of different investment options. The conversation provides practical advice and insights for individuals looking to improve their financial situation and plan 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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