In the realm of personal finance, saving and investing are two fundamental strategies
that serve different purposes. While saving offers security and liquidity, investing
provides the potential for growth. Determining when to save and when to invest can
significantly impact your financial well-being.

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

In the realm of personal finance, saving and investing are two fundamental strategies that serve different purposes. While saving offers security and liquidity, investing provides the potential for growth. Determining when to save and when to invest can significantly impact your financial well-being.
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.

SoundPath Through Retirement

Saving vs. Investing 

In this episode of Sound Path to Retirement, the hosts delve into the concept of financial independence, emphasizing that it is not merely about wealth accumulation but about having the freedom to make choices aligned with one's values. They discuss practical steps to achieve financial independence, the importance of understanding retirement savings trends, and the significance of financial literacy in planning for retirement. The conversation also covers strategies for those in their 50s, including maximizing contributions, healthcare planning, and Social Security considerations. Finally, the hosts address listener questions regarding gifting strategies, estate planning, and sustainable withdrawal amounts from retirement accounts.

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

In this episode of Sound Path to Retirement, the hosts delve into the concept of financial independence, emphasizing that it is not merely about wealth accumulation but about having the freedom to make choices aligned with one's values. They discuss practical steps to achieve financial independence, the importance of understanding retirement savings trends, and the significance of financial literacy in planning for retirement. The conversation also covers strategies for those in their 50s, including maximizing contributions, healthcare planning, and Social Security considerations. Finally, the hosts address listener questions regarding gifting strategies, estate planning, and sustainable withdrawal amounts from retirement accounts.
Reach out to Ben and Matt at 877-249-6900 or <a href="https://soundpathretirement.com/">https://soundpathretirement.com/</a>

Financial independence 

In this episode, the hosts explore the concept of retirement as a time for changing rhythms rather than slowing down. They discuss the importance of balancing time and money, the wisdom of Jimmy Buffett and Warren Buffett, and the five essential steps for effective retirement planning. The conversation also addresses common questions about timing key retirement decisions, such as when to take Social Security and when to downsize a home. Finally, the hosts answer listener questions about currency stability and the implications of moving to a no-income tax state.

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

In this episode, the hosts explore the concept of retirement as a time for changing rhythms rather than slowing down. They discuss the importance of balancing time and money, the wisdom of Jimmy Buffett and Warren Buffett, and the five essential steps for effective retirement planning. The conversation also addresses common questions about timing key retirement decisions, such as when to take Social Security and when to downsize a home. Finally, the hosts answer listener questions about currency stability and the implications of moving to a no-income tax state.
Reach out to Ben and Matt at 877-249-6900 or <a href="https://soundpathretirement.com/">https://soundpathretirement.com/</a>

Retirement, With Purpose and Joy

This conversation explores the evolving concept of retirement, emphasizing the importance of relationships, financial planning for longevity, and the need to avoid emotional decision-making in investments. The hosts discuss how retirement is no longer just about stopping work but rather about finding new purposes and activities. They highlight the significance of structured income planning, the impact of social connections on well-being, and the necessity of understanding healthcare coverage. The discussion also includes a Q&A segment addressing common retirement challenges and strategies for navigating them.

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

This conversation explores the evolving concept of retirement, emphasizing the importance of relationships, financial planning for longevity, and the need to avoid emotional decision-making in investments. The hosts discuss how retirement is no longer just about stopping work but rather about finding new purposes and activities. They highlight the significance of structured income planning, the impact of social connections on well-being, and the necessity of understanding healthcare coverage. The discussion also includes a Q&amp;A segment addressing common retirement challenges and strategies for navigating them.
Reach out to Ben and Matt at 877-249-6900 or <a href="https://soundpathretirement.com/">https://soundpathretirement.com/</a>

Saving vs. Investing

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SoundPath Through Retirement

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