All About Annuities

In this episode, Ben and Matt discuss major economic headlines and their implications for retirement planning. They delve into the impact of tariffs on the economy, stock market volatility, and the global economic slowdown. The conversation also highlights the importance of budgeting for fun in retirement, planning for healthcare costs, and managing debt before retirement. The hosts emphasize the need for a comprehensive retirement plan that accounts for various factors affecting financial stability. In this episode of Sound Path to Retirement, Gary Nolan and his team discuss the complexities of managing debt as one approaches retirement. They explore the pros and cons of carrying debt into retirement, strategies for effective debt management, and the implications of reverse mortgages. The conversation also covers the evaluation of Roth conversions, the considerations of joint ownership versus power of attorney, and how retirees can manage rising costs due to inflation. The importance of personalized financial planning is emphasized throughout the discussion.

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

See omnystudio.com/listener for privacy information.