This conversation covers significant changes in retirement planning set to take effect in 2025, including higher contribution limits for 401k plans, automatic enrollment requirements, updates to required minimum distributions (RMDs), and the introduction of Roth matching contributions. The discussion emphasizes the importance of understanding these changes and how they can impact retirement savings and financial planning strategies. In this conversation, Ben and Matt discuss the various phases of retirement, emphasizing the importance of finding purpose and identity after leaving the workforce. They explore the psychological aspects of transitioning into retirement, the significance of financial planning to alleviate stress, and address common concerns retirees face, including estate planning for blended families. The discussion highlights the need for a structured retirement plan that considers both financial and emotional well-being.

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

This conversation covers significant changes in retirement planning set to take effect in 2025, including higher contribution limits for 401k plans, automatic enrollment requirements, updates to required minimum distributions (RMDs), and the introduction of Roth matching contributions. The discussion emphasizes the importance of understanding these changes and how they can impact retirement savings and financial planning strategies. In this conversation, Ben and Matt discuss the various phases of retirement, emphasizing the importance of finding purpose and identity after leaving the workforce. They explore the psychological aspects of transitioning into retirement, the significance of financial planning to alleviate stress, and address common concerns retirees face, including estate planning for blended families. The discussion highlights the need for a structured retirement plan that considers both financial and emotional well-being.
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.