In this conversation, Ben, Matt and Gary  discuss the common financial mistakes individuals make and how to recover from them. They emphasize the importance of recognizing these missteps, learning from them, and creating a comprehensive retirement plan. The discussion covers various topics including the significance of Social Security, the role of pensions and annuities, and the implications of the 4% rule for retirement income. The hosts encourage listeners to consult fiduciaries for personalized financial advice and to focus on what can be done moving forward rather than dwelling on past errors. In this episode of Sound Path to Retirement, Gary Nolan and his team discuss essential aspects of retirement planning, focusing on elevating retirement beyond basic financial security. They explore the importance of lifestyle planning, the need for stress testing retirement plans against market volatility, and the critical role of tax strategies. The conversation also addresses inflation concerns, sustainable withdrawal strategies, and the significance of planning for long-term care expenses. Listeners are encouraged to take proactive steps in their retirement planning to ensure a fulfilling and secure future.

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

In this conversation, Ben, Matt and Gary&nbsp; discuss the common financial mistakes individuals make and how to recover from them. They emphasize the importance of recognizing these missteps, learning from them, and creating a comprehensive retirement plan. The discussion covers various topics including the significance of Social Security, the role of pensions and annuities, and the implications of the 4% rule for retirement income. The hosts encourage listeners to consult fiduciaries for personalized financial advice and to focus on what can be done moving forward rather than dwelling on past errors. In this episode of Sound Path to Retirement, Gary Nolan and his team discuss essential aspects of retirement planning, focusing on elevating retirement beyond basic financial security. They explore the importance of lifestyle planning, the need for stress testing retirement plans against market volatility, and the critical role of tax strategies. The conversation also addresses inflation concerns, sustainable withdrawal strategies, and the significance of planning for long-term care expenses. Listeners are encouraged to take proactive steps in their retirement planning to ensure a fulfilling and secure future.
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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