In this conversation, the hosts delve into the concept of behavioral finance and its implications for retirement planning. They discuss how emotions and psychological factors can influence financial decisions, emphasizing the importance of understanding these triggers. The conversation also highlights the necessity of personalized retirement plans, drawing parallels with military principles to illustrate effective planning and risk management strategies. The hosts stress the importance of security, control, and common sense in financial strategies, ultimately guiding listeners towards a more informed and structured approach to retirement. In this episode of SoundPath Through Retirement, Gary Nolan, Ben Koval , and Matt Lieberger discuss the essential steps to planning a successful retirement. They emphasize the importance of defining personal retirement goals, creating a timeline for achieving those goals, and understanding the financial habits that contribute to retirement success. The conversation also covers the impact of health and social factors, strategies for managing taxes through Roth conversions, and considerations for working part-time while receiving Social Security benefits. The hosts provide valuable insights into how to tailor a retirement plan to individual needs and circumstances.

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