In this conversation, Ben Koval and Matt Lieberger discuss the various stages of retirement planning, emphasizing the importance of preparation and understanding the psychological transitions that occur during retirement. They outline the six stages of retirement, from pre-retirement planning to achieving stability, and highlight the significance of having a fiduciary financial advisor to navigate these stages effectively. The discussion also touches on the importance of investment management as part of a comprehensive retirement plan, and the need for clear communication and understanding between couples regarding their retirement goals. In this episode of Sound Path to Retirement, they discuss the five critical areas every retirement plan must address, emphasizing the importance of income planning, tax strategies, and managing required minimum distributions (RMDs). They explore how to create a comprehensive retirement plan that ensures financial stability and peace of mind, while also addressing common pitfalls and strategies for effective tax management.

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