In this conversation, Ben and Matt discuss the five areas of retirement planning: income planning, tax planning, insurance planning, estate planning, and investment planning. They emphasize the importance of going through these areas in order to create a clear and comprehensive retirement plan. They also discuss the need to review and manage debt leading into retirement, as well as the role of insurance in protecting assets and ensuring a comfortable retirement. Finally, they touch on the importance of estate planning and the significance of investment planning in aligning with individual goals. In this conversation, Ben and Matt discuss various investment options and their ratings. They cover stocks, bonds, mutual funds, ETFs, commodities, and retirement accounts like 401ks and Roth IRAs. They provide insights into the pros and cons of each investment option and offer their own ratings. The conversation also touches on the importance of creating a comprehensive retirement plan and the upcoming changes to the Social Security Administration website.

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

In this conversation, Ben and Matt discuss the five areas of retirement planning: income planning, tax planning, insurance planning, estate planning, and investment planning. They emphasize the importance of going through these areas in order to create a clear and comprehensive retirement plan. They also discuss the need to review and manage debt leading into retirement, as well as the role of insurance in protecting assets and ensuring a comfortable retirement. Finally, they touch on the importance of estate planning and the significance of investment planning in aligning with individual goals. In this conversation, Ben and Matt discuss various investment options and their ratings. They cover stocks, bonds, mutual funds, ETFs, commodities, and retirement accounts like 401ks and Roth IRAs. They provide insights into the pros and cons of each investment option and offer their own ratings. The conversation also touches on the importance of creating a comprehensive retirement plan and the upcoming changes to the Social Security Administration website.
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.