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/

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 <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.

Advertisement