The hosts discuss various tips and changes in retirement planning that can help listeners improve their retirement savings. They cover topics such as Roth accounts in defined contribution plans, saving and repaying student loans, special catch-up contributions to 401k plans, delaying Social Security, and choosing the right place to retire. They also emphasize the importance of open communication and shared financial goals in a relationship, as well as having a backup plan in case the financial steward passes away or becomes unable to manage finances. In this episode of Sound Path to Retirement, hosts Gary , Ben and Matt discuss various topics related to retirement planning. \opening a Roth IRA, and the impact of ex-spouses claiming Social Security benefits. The hosts emphasize the need for personalized retirement plans and the importance of working with a fiduciary financial advisor.
Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/