The conversation discusses the economic realities facing pre-retirees and retirees in today's world. It emphasizes the need for a new approach to retirement planning due to the disappearance of pensions and the changing economic landscape. The hosts highlight the importance of diversifying portfolios and creating a customized retirement plan that takes into account individual goals and circumstances. They also discuss the limitations of artificial intelligence (AI) in financial planning and the value of the human element in creating personalized retirement plans. The conversation concludes with a discussion on important questions to ask a financial advisor. In this conversation, Ben and Matt discuss important questions to ask a financial advisor. They emphasize the importance of understanding how the advisor gets paid and if there are any conflicts of interest. They also discuss the qualifications and track record of the advisor. Other topics covered include investment strategies, the use of annuities, the benefits of Health Savings Accounts (HSAs), and retirement planning for individuals going through a divorce or nearing 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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