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/

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 <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.