In this conversation, Ben and Gary discuss the evolving landscape of retirement planning as we enter 2025, focusing on the implications of Donald Trump's second term on financial strategies. They emphasize the importance of a balanced investment strategy, asset allocation, and the need for flexibility in financial planning. The discussion also includes practical advice on maximizing retirement contributions and maintaining emergency funds, illustrated through engaging analogies like the pomegranate and cocktails that symbolize various investment strategies. In this conversation, Ben and Matt discuss the importance of holistic retirement planning that goes beyond mere numbers, emphasizing quality of life and personal fulfillment. They delve into the impact of interest rates and inflation on retirement savings, the significance of social security and healthcare costs, and the necessity of a strategic tax plan. The discussion also includes listener questions, providing insights into financial decisions and strategies for retirement.

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

In this conversation, Ben and Gary discuss the evolving landscape of retirement planning as we enter 2025, focusing on the implications of Donald Trump's second term on financial strategies. They emphasize the importance of a balanced investment strategy, asset allocation, and the need for flexibility in financial planning. The discussion also includes practical advice on maximizing retirement contributions and maintaining emergency funds, illustrated through engaging analogies like the pomegranate and cocktails that symbolize various investment strategies. In this conversation, Ben and Matt discuss the importance of holistic retirement planning that goes beyond mere numbers, emphasizing quality of life and personal fulfillment. They delve into the impact of interest rates and inflation on retirement savings, the significance of social security and healthcare costs, and the necessity of a strategic tax plan. The discussion also includes listener questions, providing insights into financial decisions and strategies for 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.

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