Five Smart Money Moves

30/05/2025 53 min
Five Smart Money Moves

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Episode Synopsis

In this conversation, the hosts discuss the various stages of life leading to retirement, emphasizing that retirement can be a positive experience for many. They explore strategies retirees are using to ensure a successful retirement, including building multiple income sources, consolidating retirement accounts, and understanding the importance of budgeting and managing debt. The conversation also highlights common red flags that could hinder retirement plans and offers insights on how to address them effectively. In this episode of Sound Path to Retirement, Gary Nolan, Ben Koval and Matt Lieberger discuss essential truths about retirement planning. They cover the importance of understanding savings, the impact of healthcare costs, the role of Social Security, and the necessity of tax planning. The conversation also addresses common retirement questions, including strategies for managing debt and the pros and cons of annuities. The hosts emphasize the need for personalized retirement plans to ensure financial security in retirement.   Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/See omnystudio.com/listener for privacy information.