In this episode, the hosts discuss the various financial pitfalls that Baby Boomers face as they approach retirement. They explore common mistakes such as overestimating Social Security benefits, underestimating healthcare costs, and the importance of early retirement contributions. The conversation also delves into the risks associated with market volatility, the significance of the first year of retirement, and the often-overlooked sequence of return risks. Additionally, they address the outdated 4% rule for withdrawals, the necessity of tax planning, and the importance of adjusting investment portfolios as one transitions into retirement. The episode concludes with a Q&A segment addressing real-life retirement scenarios.


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

In this episode, the hosts discuss the various financial pitfalls that Baby Boomers face as they approach retirement. They explore common mistakes such as overestimating Social Security benefits, underestimating healthcare costs, and the importance of early retirement contributions. The conversation also delves into the risks associated with market volatility, the significance of the first year of retirement, and the often-overlooked sequence of return risks. Additionally, they address the outdated 4% rule for withdrawals, the necessity of tax planning, and the importance of adjusting investment portfolios as one transitions into retirement. The episode concludes with a Q&amp;A segment addressing real-life retirement scenarios.
 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.