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/