n this conversation, the hosts discuss the rising trend of financial resolutions among Americans, emphasizing the importance of setting realistic financial goals in the new year. They provide tips for achieving these goals, including the significance of celebrating small victories and having accountability partners. The discussion also covers the management of forgotten 401ks, the benefits of rolling them over into IRAs, and the importance of having a structured retirement plan. In this episode, Gary Nolan, Ben Koval , and Matt Lieberger discuss essential strategies for retirement planning, focusing on inflation hedging, healthcare costs, social security strategies, Roth conversions, gifting property, and charitable giving. They emphasize the importance of personalized financial planning and the need for retirees to be proactive in managing their financial futures.

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

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