SoundPath Through Retirement

On today's show, Ben, Matt and Gary discuss strategies and lessons from football that can be applied to retirement planning. They start by talking about the financial red zone, which is the period five to ten years before retirement. They emphasize the importance of having a solid plan during this time and avoiding risky moves. They also discuss the need for offense and defense in retirement planning, reviewing and adjusting the plan regularly, and the importance of finding the right financial advisor. The conversation concludes with a discussion on handling pressure and having a backup plan, as well as tackling inflation and closing the gap in retirement savings. Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

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Around 10,000 baby boomers retire every day, and that number will be even higher this year.  On today’s show Sound Path Through Retirement with Ben and Mattwe’ll break down a list that you may want to avoid and we’re calling it the ‘unbucket-list’. Also,if saving for retirement hasn’t been a priority until now, chances are you’ve still got time to turn things around. In the style of comedian Jeff Foxworthy we’ve put together a list of things we call...you might not be able to retire if....The good news is we’ve also got solutions to help get you on a better path.

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

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 On today’s show Sound Path Through Retirement with Ben and Matt we cover some shocking statistics, how to achieve your financial goals in the new year, and help get you started. Plus, U.S. credit card debt surged to more than $1 trillion for the first time in 2023 and nearly 9 million student loan borrowers defaulted on payments—so what is that telling you about the future of the economy?

Reach out to Ben and Matt at 877-249-6900 

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On today’s show Sound Path Through Retirement with Ben and Matt they  answer the most frequently asked annuity questions, how to pivot from the accumulation to decumulation stage and how you can hit the easy button along your retirement road trip. In addition we spend most of our careers accumulating money for retirement. Once we hit that financial red zone the focus has to shift to decumulation. We’ll break that down and explore some ways to do it correctly.

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

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You know about what it costs to run your household on a monthly basis and you know you should be padding that emergency fund. But are you? It’s the little things that can cause the biggest problems in retirement. On today’s show Sound Path Through Retirement with Ben and Matt they'll tell you how to avoid making costly mistakes and get your financial health in order for 2024.

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

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On today’s show Sound Path Through Retirement we know that the holiday season is upon us,and with that in mind, we thought we would visit a few moments from beloved holiday movies and sitcoms and explore the financial planning missteps made by some of our favorite fictional characters. To help you steer clear of these roadblocks, we have our favorite financial professionalsBen and Matt ready to dive into each with solutions for how to navigate situations similar to each. 

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

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There are a few “harsh truths” about retirement planning, and financial planning in general, that a simple google search won’t answer for you—with that in mind,on today’s show  Sound Path Through Retirement with Ben and Matt we have decided to tackle five major harsh truths about planning for the financial future you want, so you can enjoy the kind of financial future you both want and deserve. 

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

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The holidays are upon us and that means it’s time to make sure you have tied up all the loose ends before we welcome 2024.  On today’s show Sound Path Through Retirement  with Ben and Matt we’ve put together a few things you should be sure to do before the end of the year. In addition ,five changes to Social Security coming in 2024 that will impact retirees.

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

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As the year winds down we’re looking ahead to 2024 and what changes are in store for many in the financial red zone, that’s five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer sponsored retirement plans work. On today’s show Sound Path Through Retirement with Ben and Matt they’ll  check some of the highlights. 

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

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The state of the economic union has folks across the country worried about what the future holds. For those in the financial red zone approaching retirement, these economic conditions could change the trajectory of their retirement. Don’t worry,  on today’s show Sound Path Through Retirement with Ben and Matt they are going to help you cut through the confusion and offer tips and takeaways that will help you find your footing amid market volatility and inflation.

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

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