This conversation explores the complexities of retirement spending, highlighting how spending patterns change over time, particularly as retirees age. It discusses the importance of planning for both immediate and long-term expenses, the significance of prioritizing retirement goals, and the value of experiences over material wealth. The hosts also touch on the role of AI in financial planning, questioning whether it can truly replace the personal touch of a financial advisor. In this episode, Gary Nolan, Ben Koval, and Matt Lieberger discuss the evolving role of AI in financial planning, particularly in retirement strategies. They explore how AI can assist with real-time retirement modeling, tax efficiency, and the importance of human advisors in complex financial decisions. The conversation also includes listener questions, providing practical advice on topics such as Roth conversions and managing investment risks in retirement.

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

This conversation explores the complexities of retirement spending, highlighting how spending patterns change over time, particularly as retirees age. It discusses the importance of planning for both immediate and long-term expenses, the significance of prioritizing retirement goals, and the value of experiences over material wealth. The hosts also touch on the role of AI in financial planning, questioning whether it can truly replace the personal touch of a financial advisor. In this episode, Gary Nolan, Ben Koval, and Matt Lieberger discuss the evolving role of AI in financial planning, particularly in retirement strategies. They explore how AI can assist with real-time retirement modeling, tax efficiency, and the importance of human advisors in complex financial decisions. The conversation also includes listener questions, providing practical advice on topics such as Roth conversions and managing investment risks 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.

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