Finding the right financial advisor is crucial for your financial health and retirement planning. A recent Vanguard study found that on average, a hypothetical $500,000 investment would grow to over $3.4 million under the care of an advisor over 25 years, compared to $1.6 million for self-management. Fear and greed are the biggest problems for individual investors, leading to poor decision-making. When looking for an advisor, consider their education, licenses, and whether they act as fiduciaries. It's important to have a good rapport and trust with your advisor, but also to stay involved in the decision-making process. A comprehensive financial plan should cover income planning, taxation, insurance, estate planning, and investment planning. Asking the right questions and understanding your financial health and goals are key to finding the right advisor and creating a successful retirement plan. In this conversation, Ben and Nolan discuss the current state of the economy and its impact on retirement planning. They address concerns such as rising delinquencies, commercial real estate, and bank closures. They emphasize the importance of having a proper retirement plan in place to mitigate these issues. The conversation also touches on topics like ETFs, managing money oneself, and the role of a financial advisor. Overall, the hosts provide insights and advice to help listeners navigate the challenges of retirement planning in uncertain times.

Finding the right financial advisor is crucial for your financial health and retirement planning. A recent Vanguard study found that on average, a hypothetical $500,000 investment would grow to over $3.4 million under the care of an advisor over 25 years, compared to $1.6 million for self-management. Fear and greed are the biggest problems for individual investors, leading to poor decision-making. When looking for an advisor, consider their education, licenses, and whether they act as fiduciaries. It's important to have a good rapport and trust with your advisor, but also to stay involved in the decision-making process. A comprehensive financial plan should cover income planning, taxation, insurance, estate planning, and investment planning. Asking the right questions and understanding your financial health and goals are key to finding the right advisor and creating a successful retirement plan. In this conversation, Ben and Nolan discuss the current state of the economy and its impact on retirement planning. They address concerns such as rising delinquencies, commercial real estate, and bank closures. They emphasize the importance of having a proper retirement plan in place to mitigate these issues. The conversation also touches on topics like ETFs, managing money oneself, and the role of a financial advisor. Overall, the hosts provide insights and advice to help listeners navigate the challenges of retirement planning in uncertain times.

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.