The conversation discusses the five steps of retirement planning: income planning, tax planning, insurance planning, estate planning, and investment planning. Each step is explained in detail, including different strategies and considerations. The conversation also covers various ways to generate income in retirement, such as encore careers, Social Security benefits, real estate income, and annuities. The importance of reassessing portfolio risk as retirement approaches is emphasized, as well as the need to align investments with retirement goals. In this conversation, Ben Koval and Matt Lieberger discuss safe investment options for those nearing retirement and how these options help preserve accumulated wealth. They explain the three categories of investments: growth, liquidity, and safety, and emphasize the importance of income planning in retirement. 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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