In this conversation, Ben and Matt discuss financial and happiness pointers for retirement. They emphasize the importance of revisiting retirement budgets, considering part-time work or consulting, and reviewing investment portfolios. They also discuss the significance of finding purpose and meaning in retirement, staying connected socially, and pursuing travel and adventures. The conversation concludes with a discussion about a twist on the Cinderella story, highlighting the importance of retirement planning. The conversation discusses the concept of sequence of returns risk and its impact on retirement income.  It also highlights the need for a balanced approach and the role of a financial professional in retirement planning.

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

In this conversation, Ben and Matt discuss financial and happiness pointers for retirement. They emphasize the importance of revisiting retirement budgets, considering part-time work or consulting, and reviewing investment portfolios. They also discuss the significance of finding purpose and meaning in retirement, staying connected socially, and pursuing travel and adventures. The conversation concludes with a discussion about a twist on the Cinderella story, highlighting the importance of retirement planning. The conversation discusses the concept of sequence of returns risk and its impact on retirement income.  It also highlights the need for a balanced approach and the role of a financial professional in retirement planning.
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.