As the year winds down we’re looking ahead to 2024 and what changes are in store for many in the financial red zone, that’s five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer sponsored retirement plans work. On today’s show Sound Path Through Retirement with Ben and Matt they’ll  check some of the highlights. 

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

As the year winds down we’re looking ahead to 2024 and what changes are in store for many in the financial red zone, that’s five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer sponsored retirement plans work. On today’s show Sound Path Through Retirement with Ben and Matt they’ll  check some of the highlights. 
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

SECURE 2.0 For 2024

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>

Rethinking Retirement 

This conversation delves into the concept of 'stealth wealth' and the mindset of financially savvy retirees who prioritize frugality and intentionality over flashy displays of wealth. The discussion covers various themes including social pressures that influence spending habits, the psychology behind impulse buying, emotional spending in retirement, and the importance of having a solid financial plan. The speakers emphasize the need for retirees to be aware of lifestyle creep, unexpected tax implications, and the potential pitfalls of waiting too long to retire. Overall, the conversation provides valuable insights into effective retirement planning and the significance of maintaining a balanced approach to spending and saving.

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

This conversation delves into the concept of 'stealth wealth' and the mindset of financially savvy retirees who prioritize frugality and intentionality over flashy displays of wealth. The discussion covers various themes including social pressures that influence spending habits, the psychology behind impulse buying, emotional spending in retirement, and the importance of having a solid financial plan. The speakers emphasize the need for retirees to be aware of lifestyle creep, unexpected tax implications, and the potential pitfalls of waiting too long to retire. Overall, the conversation provides valuable insights into effective retirement planning and the significance of maintaining a balanced approach to spending and saving.
Reach out to Ben and Matt at 877-249-6900 or <a href="https://soundpathretirement.com/">https://soundpathretirement.com/</a>

SECURE 2.0 For 2024

In 1 playlist(s)

SoundPath Through Retirement

Social links

Follow podcast

Recent clips