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.
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