In this episode, the hosts discuss essential steps for those planning to retire in 2025, emphasizing the importance of fine-tuning retirement budgets, maximizing savings, and developing a social security strategy. They also explore the connection between love languages and retirement planning, highlighting how personal values can influence financial decisions and retirement goals. In this episode, Ben Koval and Matt Lieberger discuss the four major financial gaps that can hinder retirement planning: the knowledge gap, perception gap, resources gap, and empowerment gap. They emphasize the importance of education, realistic goal-setting, and structured planning to overcome these challenges. The conversation also includes listener questions, providing real-life scenarios and advice on maximizing retirement savings and strategies like Roth conversions.

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

See omnystudio.com/listener for privacy information.