In this conversation, Ben Koval  and Matt Lieberger discuss common pitfalls retirees face, including over-reliance on home equity, the dangers of elder scams, and the importance of balancing growth and safety in retirement portfolios. They also explore the rising popularity of Roth conversions as a tax strategy for retirees, emphasizing the need for careful planning and vigilance in financial decision-making. In this conversation, Ben and Gary discuss various aspects of retirement planning, focusing on Roth conversions, tax implications, comprehensive planning, and investment strategies. They emphasize the importance of timing and purpose in Roth conversions, the tax consequences of converting retirement accounts, and the need for a structured retirement plan that includes income, tax, insurance, estate, and investment planning. The discussion also covers the considerations for rolling over 401k accounts, the emerging field of crypto ETFs, and the nuances of laddered bond strategies and annuity options.

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

In this conversation, Ben Koval&nbsp; and Matt Lieberger discuss common pitfalls retirees face, including over-reliance on home equity, the dangers of elder scams, and the importance of balancing growth and safety in retirement portfolios. They also explore the rising popularity of Roth conversions as a tax strategy for retirees, emphasizing the need for careful planning and vigilance in financial decision-making. In this conversation, Ben and Gary discuss various aspects of retirement planning, focusing on Roth conversions, tax implications, comprehensive planning, and investment strategies. They emphasize the importance of timing and purpose in Roth conversions, the tax consequences of converting retirement accounts, and the need for a structured retirement plan that includes income, tax, insurance, estate, and investment planning. The discussion also covers the considerations for rolling over 401k accounts, the emerging field of crypto ETFs, and the nuances of laddered bond strategies and annuity options.
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.