In this episode of Sound Path to Retirement, hosts Gary Nolan, Ben Koval , and Matt Lieberger discuss the concept of financial independence, emphasizing that it is not merely about wealth accumulation but about having the freedom to make choices aligned with one's values. They explore the importance of financial literacy, the latest trends in retirement savings from Vanguard's report, and practical steps for those in their 50s to prepare for retirement. The episode also addresses listener questions regarding gifting strategies, estate tax planning, and sustainable withdrawal amounts from retirement accounts.
Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/
See omnystudio.com/listener for privacy information.
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