This conversation explores the profound impact of mindset on financial decisions, emphasizing the importance of understanding financial stress and its effects on behavior. The discussion covers essential areas of retirement planning, including income, tax, insurance, estate, and investment strategies, while addressing the challenges posed by market volatility. The speakers highlight the need for a comprehensive approach to financial planning that considers individual circumstances and long-term goals.

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

See omnystudio.com/listener for privacy information.