In this conversation, the hosts discuss the various challenges retirees face today, including inflation, healthcare costs, and the complexities of social security. They emphasize the importance of having a comprehensive retirement plan that accounts for these factors and provides a structured approach to income generation. The discussion also covers the significance of understanding market risks and the need for tailored investment strategies. Listener questions highlight common concerns about budgeting and managing investments in retirement, reinforcing the need for professional guidance.

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

See omnystudio.com/listener for privacy information.

In this episode of SoundPath to Retirement, the hosts discuss the multifaceted nature of legacy beyond just financial wealth, emphasizing the importance of mentorship in wealth transfer, the implications of estate and inheritance taxes, and the role of charitable giving. They explore effective strategies for structuring retirement income, managing sequence of return risk, and planning for unexpected life events, including long-term care considerations. The conversation also addresses common retirement concerns and answers listener questions about financial planning.

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

See omnystudio.com/listener for privacy information.

This conversation explores the intricate relationship between money habits and retirement success, emphasizing the importance of understanding one's money personality. It delves into the financial disagreements that often arise in retirement, particularly among couples, and offers insights into effective communication strategies. The discussion also highlights the significance of tax strategies in retirement planning, addressing common pitfalls and the need for personalized financial advice. Finally, the episode features a Q&A segment where listeners' questions about income planning and retirement strategies are answered, reinforcing the necessity of a comprehensive financial plan.

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

See omnystudio.com/listener for privacy information.

In this episode of SoundPath to Retirement, Ben and Matt discuss the multifaceted nature of legacy beyond just financial wealth, emphasizing the importance of mentorship in wealth transfer, the implications of estate and inheritance taxes, and the role of charitable giving. They explore effective strategies for structuring retirement income, managing sequence of return risk, and planning for unexpected life events, including long-term care considerations. The conversation also addresses common retirement concerns and answers listener questions about financial planning.

See omnystudio.com/listener for privacy information.

In the world of vinyl, Side A usually features the hits—the chart-toppers, the tracks
everyone remembers. Retirement has its own Side A: the first 10 to 15 years when
retirees are still healthy, independent, and ready to live boldly. But just like a record, you
can’t just drop the needle and hope for the best. This phase requires intentional
planning to enjoy the tempo without burning through your resources before Side B
starts.
Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/

See omnystudio.com/listener for privacy information.

This conversation delves into the complexities of estate planning, highlighting common pitfalls and the importance of proactive planning. The hosts discuss the emotional and financial implications of losing a spouse, the significance of updating beneficiary designations, and the impact of taxes on estate planning. They also explore alternative investment strategies and the nuances of social security decisions for couples with age gaps. The discussion emphasizes the need for clear communication and comprehensive planning to ensure financial stability and peace of mind in retirement.

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

See omnystudio.com/listener for privacy information.

In this episode of SoundPath to Retirement, hosts Gary Nolan, Ben Koval, and Matt Lieberger discuss the complexities of retirement planning, emphasizing that a substantial 401k balance does not guarantee financial security. They explore the importance of customized retirement plans tailored to individual needs, the role of social security, and the emotional aspects of transitioning into retirement. The conversation also covers investment strategies, market risks, and answers listener questions about withdrawal strategies and inherited IRAs, highlighting the need for a comprehensive approach to retirement planning.

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

See omnystudio.com/listener for privacy information.

In this episode of SoundPath Retirement, the hosts discuss the increasing trend of older couples entering new relationships and the financial implications that come with it. They explore the importance of financial planning for these couples, especially regarding adult children and estate planning. The conversation also covers retirement account strategies, unconventional retirement plans, and answers listener questions about social security and healthcare costs.

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

See omnystudio.com/listener for privacy information.

In this episode of Sound Path to Retirement, the hosts discuss the unique challenges and opportunities facing Generation X as they approach retirement. They explore the importance of tax efficiency, the need for a clear vision of what retirement looks like, and the impact of health on retirement timing. The conversation emphasizes the necessity of keeping money moving to combat inflation and ensure financial stability. Listener questions provide real-life scenarios that highlight the complexities of retirement planning, including income strategies and emotional attachments to homes.

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

See omnystudio.com/listener for privacy information.

Let’s rewind to 1995 for a second: Friends was on TV, Alanis Morissette was
questioning irony, and gas was $1.15 a gallon. Back then, a million bucks felt like more
than enough to coast through retirement, bonds gave you real yield, and the 4%
withdrawal rule was gospel.
But fast-forward 30 years and—spoiler alert—those assumptions don’t hold up. Markets
have changed, interest rates have changed, and most importantly, you have changed. In
today’s segment, we’ll talk about why your retirement plan needs a 2025 upgrade—and
which outdated strategies could leave

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

See omnystudio.com/listener for privacy information.