This conversation explores the key differences in mindset and strategies between wealthy individuals and the general public regarding retirement planning. The hosts discuss the importance of starting early, investing wisely, and the significance of estate planning. They also decode popular money wisdom and address common retirement challenges through a Q&A segment

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

This conversation explores the key differences in mindset and strategies between wealthy individuals and the general public regarding retirement planning. The hosts discuss the importance of starting early, investing wisely, and the significance of estate planning. They also decode popular money wisdom and address common retirement challenges through a Q&amp;A segment
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.

SoundPath Through Retirement

What the Wealthy Do Right

This conversation explores the impact of artificial intelligence on retirement planning, discussing its advantages and limitations. The hosts emphasize the importance of human oversight in financial decisions, debunk common retirement myths, and provide strategies for creating reliable income streams in retirement. They also address real-life scenarios from listeners, highlighting the need for personalized financial planning.

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

This conversation explores the impact of artificial intelligence on retirement planning, discussing its advantages and limitations. The hosts emphasize the importance of human oversight in financial decisions, debunk common retirement myths, and provide strategies for creating reliable income streams in retirement. They also address real-life scenarios from listeners, highlighting the need for personalized financial planning.
Reach out to Ben and Matt at 877-249-6900 or <a href="https://soundpathretirement.com/">https://soundpathretirement.com/</a>

All About AI

In this episode, the hosts discuss the implications of the Tax Cuts and Jobs Act (TCJA) extension on retirement tax planning. They emphasize the importance of proactive tax strategies for pre-retirees, including Roth conversions and understanding Medicare surcharges. The conversation also covers charitable remainder trusts as a means to reduce taxes while leaving a legacy. Finally, the hosts address listener questions about retirement planning, including the impact of part-time work on Social Security benefits and the financial considerations of downsizing or traveling in retirement.

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

In this episode, the hosts discuss the implications of the Tax Cuts and Jobs Act (TCJA) extension on retirement tax planning. They emphasize the importance of proactive tax strategies for pre-retirees, including Roth conversions and understanding Medicare surcharges. The conversation also covers charitable remainder trusts as a means to reduce taxes while leaving a legacy. Finally, the hosts address listener questions about retirement planning, including the impact of part-time work on Social Security benefits and the financial considerations of downsizing or traveling in retirement.
Reach out to Ben and Matt at 877-249-6900 or <a href="https://soundpathretirement.com/">https://soundpathretirement.com/</a>

The TCJA

In this episode of SoundPath to Retirement, the hosts discuss various investment strategies for retirement, emphasizing the importance of balancing safety and growth. They explore the implications of market downturns, the signs that may indicate readiness for early retirement, and address listener questions regarding financial concerns such as debt management, healthcare costs, and tax strategies. The conversation highlights the need for personalized financial planning to navigate the complexities of retirement successfully.

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

In this episode of SoundPath to Retirement, the hosts discuss various investment strategies for retirement, emphasizing the importance of balancing safety and growth. They explore the implications of market downturns, the signs that may indicate readiness for early retirement, and address listener questions regarding financial concerns such as debt management, healthcare costs, and tax strategies. The conversation highlights the need for personalized financial planning to navigate the complexities of retirement successfully.
Reach out to Ben and Matt at 877-249-6900 or <a href="https://soundpathretirement.com/">https://soundpathretirement.com/</a>

What the Wealthy Do Right

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SoundPath Through Retirement

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