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/

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 <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.