The Plan After the Plan

The Plan After the Plan

In this episode of Soundpath to Retirement, we explore the critical aspects of planning for the later years of retirement, including health changes, income strategies, legal preparations, and the importance of a decision bench. Our experts share practical advice to ensure a secure and confident retirement, emphasizing proactive planning and regular reviews.   Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/ [https://soundpathretirement.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Better Advice, Bigger Decisions

In this episode, financial experts discuss how to navigate the complexities of retirement planning, the importance of holistic advice, and strategies to optimize tax and estate planning for a secure retirement.   Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/ [https://soundpathretirement.com/]   See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Retirement Blind Spots

This episode explores the critical retirement blind spots, including unexpected expenses, emergency funds, account consolidations, and withdrawal strategies. Experts Ben, Matt, and Benjamin share insights to help you plan confidently for a secure retirement.   Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/ [https://soundpathretirement.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Higher Rates, Higher Stakes

Explore how inflation, interest rates, and AI are impacting retirement planning. Learn practical strategies to build a resilient, flexible retirement plan that adapts to economic changes and technological advances. Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/ [https://soundpathretirement.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

The Fraud Firewall

This episode explores the rising sophistication of scams targeting retirees, the importance of setting boundaries with adult children, and strategies for ensuring reliable income in retirement. Experts Ben Koval and Matt Lieberger share practical advice on protecting your finances and planning for a secure future. Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/ [https://soundpathretirement.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.