The conversation discusses the topic of Roth conversions and when it makes sense to do them. It also covers various factors to consider, such as current income tax bracket, time horizons, and estate planning. The hosts emphasize the importance of creating a comprehensive retirement plan and offer tips for achieving financial goals, including saving 15% annually, limiting big expenses, maximizing retirement accounts, and taking advantage of catch-up contributions. They also highlight the widening savings gap among different generations and the need for professional help in retirement planning. The conversation covers various topics related to retirement planning, including the challenges faced by the Baby Boomer generation, the shift from pensions to 401(k)s, the impact of social security on retirement, the pros and cons of robo-advisors, and wise investments for retirement savings.

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

The conversation discusses the topic of Roth conversions and when it makes sense to do them. It also covers various factors to consider, such as current income tax bracket, time horizons, and estate planning. The hosts emphasize the importance of creating a comprehensive retirement plan and offer tips for achieving financial goals, including saving 15% annually, limiting big expenses, maximizing retirement accounts, and taking advantage of catch-up contributions. They also highlight the widening savings gap among different generations and the need for professional help in retirement planning. The conversation covers various topics related to retirement planning, including the challenges faced by the Baby Boomer generation, the shift from pensions to 401(k)s, the impact of social security on retirement, the pros and cons of robo-advisors, and wise investments for retirement savings.
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.