SoundPath Through Retirement

No Mulligans in Retirement Planning.


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In this conversation, Ben, Matt and Gary discuss various topics related to retirement planning and financial strategies. They use analogies from golf and popular TV shows to highlight important lessons for retirees. The conversation covers themes such as understanding retirement rules and taxation, avoiding common pitfalls, and managing investments and fees. They emphasize the importance of having a comprehensive retirement plan and seeking professional advice to navigate the complexities of retirement. In this conversation,They also discuss various topics related to retirement planning and financial advice. Overall, the conversation emphasizes the need for comprehensive retirement planning and making informed decisions.

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SoundPath Through RetirementBy Benjamin Koval & Matt Lybarger