The hosts discuss the importance of adjusting to retirement and determining what's working and what's not. They emphasize the need for annual reviews and checkpoints to ensure that retirement plans are on track. The conversation then shifts to the benefits of rolling over 401ks to IRAs, including more investment options and flexibility. The hosts also discuss tax strategies, contribution limits, and borrowing options. They stress the importance of budgeting and setting goals, as well as being open and honest with your spouse about retirement plans. The episode concludes with a reminder to start budgeting and seek the help of a financial advisor.  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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