In this episode of Sound Path to Retirement, hosts Ben Covel and Matt Lieberger discuss the essential elements of retirement planning, including the importance of having a clear vision for retirement, effective income distribution strategies, and proactive tax planning. They emphasize the transition from saving to spending in retirement, the significance of revenue reviews, and the impact of divorce on retirement assets. The episode also addresses listener questions, providing insights on Roth conversions and the decision-making process regarding mortgages and investments in retirement.

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