x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

SoundPath Through Retirement

Benjamin Koval & Matt Lybarger

Benjamin Koval and Matt Lybarger bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. SoundPath Retirement Strategies are logic-driven consultants helping retirees construct a comprehensive

business investing

All Episodes

52:04

Better Financial Decisions

SoundPath Through Retirement ·

2025/07/03

This conversation explores the profound impact of mindset on financial decisions, emphasizing the importance of understanding financial stress and its effects on behavior. The discussion covers essential areas of retirement planning, including income, tax, insurance, estate, and investment strategies, while addressing the challenges posed by market volatility. The speakers highlight the need for a comprehensive approach to financial planning that considers individual circumstances and long-term

en-US

52:08

Recovering From Financial Missteps

SoundPath Through Retirement ·

2025/06/27

In this conversation, Ben, Matt and Gary discuss the common financial mistakes individuals make and how to recover from them. They emphasize the importance of recognizing these missteps, learning from them, and creating a comprehensive retirement plan. The discussion covers various topics including the significance of Social Security, the role of pensions and annuities, and the implications of the 4% rule for retirement income. The hosts encourage listeners to consult fiduciaries for personalized

en-US

52:10

Retirement Spending Patterns

SoundPath Through Retirement ·

2025/06/20

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

en-US

52:01

Financial Surprises

SoundPath Through Retirement ·

2025/06/13

In this conversation, Ben, Matt and Gary discuss the complexities of retirement spending, emphasizing that expenses can fluctuate rather than remain fixed. They explore how certain costs may decrease in retirement, such as commuting and work-related expenses, while healthcare costs can vary significantly based on retirement timing and coverage. The importance of planning for inflation in retirement income is highlighted, as well as the necessity for couples to communicate their retirement goals to

en-US

51:40

The Stages of Retirement

SoundPath Through Retirement ·

2025/06/06

In this conversation, Ben Koval and Matt Lieberger discuss the various stages of retirement planning, emphasizing the importance of preparation and understanding the psychological transitions that occur during retirement. They outline the six stages of retirement, from pre-retirement planning to achieving stability, and highlight the significance of having a fiduciary financial advisor to navigate these stages effectively. The discussion also touches on the importance of investment management as

en-US

53:15

Five Smart Money Moves

SoundPath Through Retirement ·

2025/05/30

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

en-US

52:23

Economic Indictors

SoundPath Through Retirement ·

2025/05/23

In this episode, Ben, Matt and Gary discuss various economic indicators that can inform retirement planning, including both unconventional signs like the lipstick index and traditional measures like GDP. They also delve into common cash flow mistakes retirees make, emphasizing the importance of strategic IRA withdrawals and balancing safety with growth in investment strategies. The conversation highlights the need for a mindset shift towards proactive retirement planning, ensuring that individuals

en-US

51:34

The Economic Storm

SoundPath Through Retirement ·

2025/05/16

In this episode, the hosts discuss the current economic climate and its impact on financial planning, particularly for retirees and women. They emphasize the importance of having a solid financial strategy to navigate inflation, market volatility, and the unique challenges women face in retirement. The conversation highlights the need for intentional planning and the role of financial advisors in helping individuals achieve their retirement goals. In this episode of SoundPath Retirement, Gary Nolan

en-US

50:37

Golden Years Golden

SoundPath Through Retirement ·

2025/05/09

In this conversation, the hosts discuss common misconceptions and risky assumptions people make about retirement planning. They emphasize the importance of a conservative approach to expected market returns, the risks of relying on inheritances, and the opportunities that market downturns can present. Additionally, they highlight the significance of understanding the fiduciary standard when selecting a financial advisor. In this episode of SoundPath to Retirement, Ben and his team discuss the

en-US

50:51

Market Rollercoaster

SoundPath Through Retirement ·

2025/05/02

This conversation delves into the complexities of navigating market challenges as one approaches retirement, emphasizing the importance of strategic financial planning. The discussion highlights the potential impact of inflation and tariffs on retirement savings, as well as the critical knowledge gaps surrounding Social Security that many pre-retirees face. The hosts stress the need for a structured income plan that can withstand market fluctuations and the importance of understanding Social

en-US

51:28

Recessionary Fears

SoundPath Through Retirement ·

2025/04/25

In this episode, the hosts discuss the current economic climate, focusing on recession fears and their implications for retirees. They emphasize the importance of understanding consumer confidence and its impact on spending. The conversation shifts to practical financial advice, including managing utility costs, debt, and insurance in retirement. The hosts also address the challenges of supporting adult children financially while ensuring a secure retirement plan. In this episode of SoundPath

en-US

51:35

All About Annuities

SoundPath Through Retirement ·

2025/04/18

In this episode, the hosts delve into the complexities of annuities, discussing their various types, benefits, and drawbacks. They explore how annuities can serve as a pension alternative, the importance of understanding fees, and the implications of liquidity in retirement planning. The conversation emphasizes the need for independent financial advice to navigate the annuity landscape effectively. In this episode, the hosts delve into the complexities of variable and fixed indexed annuities,

en-US

51:21

All About Annuities

SoundPath Through Retirement ·

2025/04/11

In this episode, Ben and Matt discuss major economic headlines and their implications for retirement planning. They delve into the impact of tariffs on the economy, stock market volatility, and the global economic slowdown. The conversation also highlights the importance of budgeting for fun in retirement, planning for healthcare costs, and managing debt before retirement. The hosts emphasize the need for a comprehensive retirement plan that accounts for various factors affecting financial

en-US

49:45

Five Key Areas for Retirement

SoundPath Through Retirement ·

2025/03/28

The conversation explores the multifaceted aspects of retirement, emphasizing the importance of financial planning, the emotional transitions involved, and the necessity of a holistic approach to ensure a fulfilling retirement experience. Key topics include the loss of predictable income, the search for purpose post-retirement, the impact of employer-sponsored benefits, budgeting strategies, and the advantages of Roth conversions. In this episode, the hosts delve into the essential components of

en-US

51:00

Retirement-A Big Life Change

SoundPath Through Retirement ·

2025/03/21

This conversation delves into the multifaceted aspects of retirement planning, emphasizing the importance of financial security, social connections, and strategic planning. The hosts discuss the emotional and practical challenges retirees face, including the loss of a paycheck, the need for a structured income plan, and the significance of maintaining social interactions and a sense of purpose. They also highlight the necessity of tax planning and the dangers of relying on luck in investment

en-US

51:54

What's Your Number?

SoundPath Through Retirement ·

2025/03/14

In this episode of Sound Path to Retirement, the hosts discuss the essential strategies for retirement planning, emphasizing the importance of understanding personal income needs, maximizing savings, reducing debt, and creating a solid withdrawal strategy. They also draw fascinating parallels between modern retirement planning and practices from ancient Rome, highlighting that retirement is a privilege that requires careful financial planning. This conversation delves into the significant changes in

en-US

51:00

What is "Peak 65"?

SoundPath Through Retirement ·

2025/03/07

The conversation explores the concept of 'Peak 65', where a significant number of Americans are reaching retirement age, particularly baby boomers. It discusses the implications of this demographic shift on social security and healthcare systems, while also emphasizing the importance of defining personal retirement goals. The hosts share lessons learned from baby boomers' experiences and outline different types of retirees, encouraging listeners to consider what retirement means for them personally

en-US

51:41

Protecting Your Portfolio

SoundPath Through Retirement ·

2025/02/28

In this episode, Ben Koval and Matt Lieberger discuss the five essential areas of retirement planning: income planning, tax planning, insurance planning, estate planning, and investment planning. They emphasize the importance of a comprehensive approach to ensure financial security in retirement, highlighting the need for tailored strategies that consider individual circumstances and goals. The conversation also touches on the role of fiduciaries in providing unbiased advice and the significance of

en-US

51:45

Behavioral Finance

SoundPath Through Retirement ·

2025/02/21

In this conversation, the hosts delve into the concept of behavioral finance and its implications for retirement planning. They discuss how emotions and psychological factors can influence financial decisions, emphasizing the importance of understanding these triggers. The conversation also highlights the necessity of personalized retirement plans, drawing parallels with military principles to illustrate effective planning and risk management strategies. The hosts stress the importance of security,

en-US

51:47

Five Ways to Protect Your Retirement Savings

SoundPath Through Retirement ·

2025/02/14

In this conversation, Ben and Gary discuss the complexities of retirement investing in 2025, emphasizing the importance of intelligent risk management amidst market volatility. They explore emotional aspects of retirement planning, highlighting how emotions like happiness, anger, and fear can impact decision-making. The discussion provides actionable strategies for investors to navigate these challenges and leverage their emotions for a fulfilling retirement. In this episode of Sound Path to

en-US

134 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...