This conversation delves into the complexities of navigating market challenges as one approaches retirement, emphasizing the importance of strategic financial planning. The discussion highlights the potential impact of inflation and tariffs on retirement savings, as well as the critical knowledge gaps surrounding Social Security that many pre-retirees face. The hosts stress the need for a structured income plan that can withstand market fluctuations and the importance of understanding Social Security benefits to maximize retirement income. In this episode of Sound Path Retirement, Gary Nolan and his team discuss the importance of having a solid financial plan to navigate the uncertainties of retirement. They emphasize the need to understand risk in relation to income rather than just assets, the role of emergency funds in retirement, and the significance of tax strategies. The conversation also includes a Q&A segment addressing common concerns about retirement planning, including Roth IRA conversions and managing investments in a blended family context.

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

This conversation delves into the complexities of navigating market challenges as one approaches retirement, emphasizing the importance of strategic financial planning. The discussion highlights the potential impact of inflation and tariffs on retirement savings, as well as the critical knowledge gaps surrounding Social Security that many pre-retirees face. The hosts stress the need for a structured income plan that can withstand market fluctuations and the importance of understanding Social Security benefits to maximize retirement income. In this episode of Sound Path Retirement, Gary Nolan and his team discuss the importance of having a solid financial plan to navigate the uncertainties of retirement. They emphasize the need to understand risk in relation to income rather than just assets, the role of emergency funds in retirement, and the significance of tax strategies. The conversation also includes a Q&amp;A segment addressing common concerns about retirement planning, including Roth IRA conversions and managing investments in a blended family context.
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.