In this episode of Sound Path to Retirement, hosts Ben Koval and Matt Lieberger discuss the evolving landscape of retirement planning, emphasizing the need to reassess traditional strategies in light of modern financial realities. They explore the importance of understanding individual retirement income needs, the impact of inflation, and the role of social security. The conversation also delves into the financial dynamics of grandparenting, the emotional rewards of giving, and the necessity of balancing generosity with personal financial security. Listener questions provide practical insights into managing retirement funds, including strategies for Roth conversions and handling required minimum distributions (RMDs).

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