In this episode of Sound Path to Retirement, hosts Gary Nolan, Ben Covel, and Matt Lieberger discuss the multifaceted nature of retirement planning. They emphasize the importance of a comprehensive approach that includes income strategies, healthcare considerations, tax planning, and the role of AI in financial advice. The conversation also covers the complexities of Social Security benefits and listener questions about retirement strategies, highlighting the need for personalized financial planning.

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

 

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