In this episode of Sound Path to Retirement, hosts Gary Nolan, Ben Koval, and Matt Lieberger discuss the complexities of retirement planning, focusing on income strategies, social security timing, long-term care, and common mistakes retirees make. They emphasize the importance of having a comprehensive plan that includes tax strategies and investment options, while also addressing listener questions about balancing growth and tax risks. The conversation highlights the need for optimism and preparedness as retirees navigate their financial futures.
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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