In this conversation, Ben Koval and Matt Lieberger discuss the rising trend of financial resolutions among Americans, particularly focusing on saving money and managing debt. They explore the impact of inflation on financial goals, the importance of emergency funds, and the challenges retirees face when supporting adult children. The discussion also covers student loan debt and the implications of financial gifting, emphasizing the need for a solid retirement plan to ensure financial security. In this episode, Gary Nolan and his guests discuss the essential elements of retirement planning, emphasizing the importance of a solid financial foundation, effective strategies to combat inflation, and the necessity of a comprehensive plan. They also address listener questions, providing insights into various retirement scenarios, including the use of annuities, the implications of the Rule of 55, and considerations for incorporating cryptocurrency into retirement portfolios. The conversation highlights the need for personalized advice and planning tailored to individual circumstances.

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

In this conversation, Ben Koval and Matt Lieberger discuss the rising trend of financial resolutions among Americans, particularly focusing on saving money and managing debt. They explore the impact of inflation on financial goals, the importance of emergency funds, and the challenges retirees face when supporting adult children. The discussion also covers student loan debt and the implications of financial gifting, emphasizing the need for a solid retirement plan to ensure financial security. In this episode, Gary Nolan and his guests discuss the essential elements of retirement planning, emphasizing the importance of a solid financial foundation, effective strategies to combat inflation, and the necessity of a comprehensive plan. They also address listener questions, providing insights into various retirement scenarios, including the use of annuities, the implications of the Rule of 55, and considerations for incorporating cryptocurrency into retirement portfolios. The conversation highlights the need for personalized advice and planning tailored to individual 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.