The holidays are upon us and that means it’s time to make sure you have tied up all the loose ends before we welcome 2024.  On today’s show Sound Path Through Retirement  with Ben and Matt we’ve put together a few things you should be sure to do before the end of the year. In addition ,five changes to Social Security coming in 2024 that will impact retirees.

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

The holidays are upon us and that means it’s time to make sure you have tied up all the loose ends before we welcome 2024.  On today’s show Sound Path Through Retirement  with Ben and Matt we’ve put together a few things you should be sure to do before the end of the year. In addition ,five changes to Social Security coming in 2024 that will impact retirees.
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.

SoundPath Through Retirement

2024 Is Around the Corner

This conversation delves into the concept of 'stealth wealth' and the mindset of financially savvy retirees who prioritize frugality and intentionality over flashy displays of wealth. The discussion covers various themes including social pressures that influence spending habits, the psychology behind impulse buying, emotional spending in retirement, and the importance of having a solid financial plan. The speakers emphasize the need for retirees to be aware of lifestyle creep, unexpected tax implications, and the potential pitfalls of waiting too long to retire. Overall, the conversation provides valuable insights into effective retirement planning and the significance of maintaining a balanced approach to spending and saving.

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

This conversation delves into the concept of 'stealth wealth' and the mindset of financially savvy retirees who prioritize frugality and intentionality over flashy displays of wealth. The discussion covers various themes including social pressures that influence spending habits, the psychology behind impulse buying, emotional spending in retirement, and the importance of having a solid financial plan. The speakers emphasize the need for retirees to be aware of lifestyle creep, unexpected tax implications, and the potential pitfalls of waiting too long to retire. Overall, the conversation provides valuable insights into effective retirement planning and the significance of maintaining a balanced approach to spending and saving.
Reach out to Ben and Matt at 877-249-6900 or <a href="https://soundpathretirement.com/">https://soundpathretirement.com/</a>

Low Key Millionaires 

In this conversation, the hosts discuss the various challenges retirees face today, including inflation, healthcare costs, and the complexities of social security. They emphasize the importance of having a comprehensive retirement plan that accounts for these factors and provides a structured approach to income generation. The discussion also covers the significance of understanding market risks and the need for tailored investment strategies. Listener questions highlight common concerns about budgeting and managing investments in retirement, reinforcing the need for professional guidance.

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

In this conversation, the hosts discuss the various challenges retirees face today, including inflation, healthcare costs, and the complexities of social security. They emphasize the importance of having a comprehensive retirement plan that accounts for these factors and provides a structured approach to income generation. The discussion also covers the significance of understanding market risks and the need for tailored investment strategies. Listener questions highlight common concerns about budgeting and managing investments in retirement, reinforcing the need for professional guidance.
Reach out to Ben and Matt at 877-249-6900 or <a href="https://soundpathretirement.com/">https://soundpathretirement.com/</a>

Post Work Stressors 

In this episode of SoundPath to Retirement, the hosts discuss the multifaceted nature of legacy beyond just financial wealth, emphasizing the importance of mentorship in wealth transfer, the implications of estate and inheritance taxes, and the role of charitable giving. They explore effective strategies for structuring retirement income, managing sequence of return risk, and planning for unexpected life events, including long-term care considerations. The conversation also addresses common retirement concerns and answers listener questions about financial planning.


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

In this episode of SoundPath to Retirement, the hosts discuss the multifaceted nature of legacy beyond just financial wealth, emphasizing the importance of mentorship in wealth transfer, the implications of estate and inheritance taxes, and the role of charitable giving. They explore effective strategies for structuring retirement income, managing sequence of return risk, and planning for unexpected life events, including long-term care considerations. The conversation also addresses common retirement concerns and answers listener questions about financial planning.
 Reach out to Ben and Matt at 877-249-6900 or <a href="https://soundpathretirement.com/">https://soundpathretirement.com/</a>

2024 Is Around the Corner

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