The hosts discuss the importance of adjusting to retirement and determining what's working and what's not. They emphasize the need for annual reviews and checkpoints to ensure that retirement plans are on track. The conversation then shifts to the benefits of rolling over 401ks to IRAs, including more investment options and flexibility. The hosts also discuss tax strategies, contribution limits, and borrowing options. They stress the importance of budgeting and setting goals, as well as being open and honest with your spouse about retirement plans. The episode concludes with a reminder to start budgeting and seek the help of a financial advisor. 

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

The hosts discuss the importance of adjusting to retirement and determining what's working and what's not. They emphasize the need for annual reviews and checkpoints to ensure that retirement plans are on track. The conversation then shifts to the benefits of rolling over 401ks to IRAs, including more investment options and flexibility. The hosts also discuss tax strategies, contribution limits, and borrowing options. They stress the importance of budgeting and setting goals, as well as being open and honest with your spouse about retirement plans. The episode concludes with a reminder to start budgeting and seek the help of a financial advisor. 
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.