This conversation explores the intricate relationship between money habits and retirement success, emphasizing the importance of understanding one's money personality. It delves into the financial disagreements that often arise in retirement, particularly among couples, and offers insights into effective communication strategies. The discussion also highlights the significance of tax strategies in retirement planning, addressing common pitfalls and the need for personalized financial advice. Finally, the episode features a Q&A segment where listeners' questions about income planning and retirement strategies are answered, reinforcing the necessity of a comprehensive financial plan.

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