In this conversation, Ben Koval and Matt Lieberger discuss the rising trend of financial resolutions among Americans, particularly focusing on saving money and managing debt. They explore the impact of inflation on financial goals, the importance of emergency funds, and the challenges retirees face when supporting adult children. The discussion also covers student loan debt and the implications of financial gifting, emphasizing the need for a solid retirement plan to ensure financial security. In this episode, Gary Nolan and his guests discuss the essential elements of retirement planning, emphasizing the importance of a solid financial foundation, effective strategies to combat inflation, and the necessity of a comprehensive plan. They also address listener questions, providing insights into various retirement scenarios, including the use of annuities, the implications of the Rule of 55, and considerations for incorporating cryptocurrency into retirement portfolios. The conversation highlights the need for personalized advice and planning tailored to individual circumstances. Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/See omnystudio.com/listener for privacy information.

Ver todos los episodios