The conversation covers the importance of having a written retirement plan, creating a budget and determining the income gap, ensuring stable and consistent income, considering healthcare costs and tax planning, conducting an asset inventory and managing risk exposure, involving spouses in retirement savings, holding regular budget meetings, planning retirement dates, and utilizing all retirement options and individualized investment strategies. The conversation covers various topics related to retirement planning, investment strategy, long-term care insurance, and annuities. Lastly, they address the pros and cons of annuities and highlight the importance of working with an independent fiduciary for retirement planning.

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