The conversation discusses the five steps of retirement planning: income planning, tax planning, insurance planning, estate planning, and investment planning. Each step is explained in detail, including different strategies and considerations. The conversation also covers various ways to generate income in retirement, such as encore careers, Social Security benefits, real estate income, and annuities. The importance of reassessing portfolio risk as retirement approaches is emphasized, as well as the need to align investments with retirement goals. In this conversation, Ben Koval and Matt Lieberger discuss safe investment options for those nearing retirement and how these options help preserve accumulated wealth. They explain the three categories of investments: growth, liquidity, and safety, and emphasize the importance of income planning in retirement.

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

The conversation discusses the five steps of retirement planning: income planning, tax planning, insurance planning, estate planning, and investment planning. Each step is explained in detail, including different strategies and considerations. The conversation also covers various ways to generate income in retirement, such as encore careers, Social Security benefits, real estate income, and annuities. The importance of reassessing portfolio risk as retirement approaches is emphasized, as well as the need to align investments with retirement goals. In this conversation, Ben Koval and Matt Lieberger discuss safe investment options for those nearing retirement and how these options help preserve accumulated wealth. They explain the three categories of investments: growth, liquidity, and safety, and emphasize the importance of income planning in retirement.
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.