This conversation explores the complexities of retirement spending, highlighting how spending patterns change over time, particularly as retirees age. It discusses the importance of planning for both immediate and long-term expenses, the significance of prioritizing retirement goals, and the value of experiences over material wealth. The hosts also touch on the role of AI in financial planning, questioning whether it can truly replace the personal touch of a financial advisor. In this episode, Gary Nolan, Ben Koval, and Matt Lieberger discuss the evolving role of AI in financial planning, particularly in retirement strategies. They explore how AI can assist with real-time retirement modeling, tax efficiency, and the importance of human advisors in complex financial decisions. The conversation also includes listener questions, providing practical advice on topics such as Roth conversions and managing investment risks in retirement. 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