In this episode, the hosts delve into the complexities of annuities, discussing their various types, benefits, and drawbacks. They explore how annuities can serve as a pension alternative, the importance of understanding fees, and the implications of liquidity in retirement planning. The conversation emphasizes the need for independent financial advice to navigate the annuity landscape effectively. In this episode, the hosts delve into the complexities of variable and fixed indexed annuities, discussing their pros and cons, fees, and the importance of understanding these financial products. They emphasize the need for thorough vetting of annuity products and the potential risks involved, particularly with variable annuities. The conversation also highlights the growing popularity of fixed indexed annuities and their unique features, including the ability to diversify investments within a single annuity.

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

In this episode, the hosts delve into the complexities of annuities, discussing their various types, benefits, and drawbacks. They explore how annuities can serve as a pension alternative, the importance of understanding fees, and the implications of liquidity in retirement planning. The conversation emphasizes the need for independent financial advice to navigate the annuity landscape effectively. In this episode, the hosts delve into the complexities of variable and fixed indexed annuities, discussing their pros and cons, fees, and the importance of understanding these financial products. They emphasize the need for thorough vetting of annuity products and the potential risks involved, particularly with variable annuities. The conversation also highlights the growing popularity of fixed indexed annuities and their unique features, including the ability to diversify investments within a single annuity.
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.