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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

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All Episodes

51:54

Your Financial Fitness

SoundPath Through Retirement ·

2025/02/07

In this conversation, the hosts explore the connection between physical fitness and financial fitness, emphasizing the importance of consistent contributions to retirement savings. They discuss various exercises as metaphors for investment strategies, highlighting the need for diversification and long-term growth. The conversation also covers the significance of having a solid plan in place to navigate market downturns and the benefits of working with fiduciary advisors. Finally, they address common

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51:05

Five Concerns on Retirement from Goldman Sachs

SoundPath Through Retirement ·

2025/01/31

In this episode, Gary Nolan, Ben Koval, and Matt Lieberger discuss critical concerns retirees will face in 2025, as highlighted by Goldman Sachs. They explore various retirement income strategies, including annuities, dividend stocks, and stock picking, emphasizing the importance of having a solid retirement plan. The conversation also highlights the significance of a planning mentality and how it can impact retirement success. Listeners are encouraged to seek personalized financial advice to

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51:35

Common Retirement Pitfalls

SoundPath Through Retirement ·

2025/01/24

In this conversation, Ben Koval and Matt Lieberger discuss common pitfalls retirees face, including over-reliance on home equity, the dangers of elder scams, and the importance of balancing growth and safety in retirement portfolios. They also explore the rising popularity of Roth conversions as a tax strategy for retirees, emphasizing the need for careful planning and vigilance in financial decision-making. In this conversation, Ben and Gary discuss various aspects of retirement planning, focusing

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51:44

New Year, New Financial Goals

SoundPath Through Retirement ·

2025/01/17

n this conversation, the hosts discuss the rising trend of financial resolutions among Americans, emphasizing the importance of setting realistic financial goals in the new year. They provide tips for achieving these goals, including the significance of celebrating small victories and having accountability partners. The discussion also covers the management of forgotten 401ks, the benefits of rolling them over into IRAs, and the importance of having a structured retirement plan. In this episode,

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50:44

Financial Resolutions

SoundPath Through Retirement ·

2025/01/10

In this conversation, Ben Koval and Matt Lieberger discuss the rising trend of financial resolutions among Americans, particularly focusing on saving money and managing debt. They explore the impact of inflation on financial goals, the importance of emergency funds, and the challenges retirees face when supporting adult children. The discussion also covers student loan debt and the implications of financial gifting, emphasizing the need for a solid retirement plan to ensure financial security. In

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51:15

In With the New

SoundPath Through Retirement ·

2025/01/03

In this conversation, Ben and Gary discuss the evolving landscape of retirement planning as we enter 2025, focusing on the implications of Donald Trump's second term on financial strategies. They emphasize the importance of a balanced investment strategy, asset allocation, and the need for flexibility in financial planning. The discussion also includes practical advice on maximizing retirement contributions and maintaining emergency funds, illustrated through engaging analogies like the pomegranate

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51:45

Who's a Good Saver??

SoundPath Through Retirement ·

2024/12/20

In this conversation, the hosts discuss the financial planning habits of wealthy individuals and how they differ from those of the general population. They emphasize the importance of long-term financial planning, acting thoughtfully rather than impulsively, and the necessity of working with financial professionals. The discussion transitions into the various penalties retirees may face, including RMD penalties, early withdrawal penalties, and Medicare enrollment penalties, providing strategies to

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51:45

Changes in 2025

SoundPath Through Retirement ·

2024/12/13

This conversation covers significant changes in retirement planning set to take effect in 2025, including higher contribution limits for 401k plans, automatic enrollment requirements, updates to required minimum distributions (RMDs), and the introduction of Roth matching contributions. The discussion emphasizes the importance of understanding these changes and how they can impact retirement savings and financial planning strategies. In this conversation, Ben and Matt discuss the various phases of

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50:57

Can You Retire in Three Years?

SoundPath Through Retirement ·

2024/12/06

In this conversation, the hosts discuss the feasibility of retiring early, emphasizing the importance of planning, health insurance, cash flow management, and social security strategies. They explore the financial implications of early retirement, including budgeting, maximizing retirement accounts, managing debt, and the potential benefits of part-time work in retirement. The discussion highlights the need for a comprehensive financial plan tailored to individual circumstances. This conversation

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50:56

Meet Mr and MS A. Boomer

SoundPath Through Retirement ·

2024/11/30

In this episode, the hosts discuss the realities of retirement, emphasizing the importance of proper planning to avoid common pitfalls such as underestimating expenses, failing to diversify investments, and neglecting healthcare costs. They also highlight the significance of maximizing social security benefits and understanding tax implications. The conversation takes a turn towards financial crimes, using historical examples to illustrate the dangers of speculative investments and the importance of

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51:32

Retirement Planning for 2025

SoundPath Through Retirement ·

2024/11/22

In this episode, the hosts discuss essential steps for those planning to retire in 2025, emphasizing the importance of fine-tuning retirement budgets, maximizing savings, and developing a social security strategy. They also explore the connection between love languages and retirement planning, highlighting how personal values can influence financial decisions and retirement goals. In this episode, Ben Koval and Matt Lieberger discuss the four major financial gaps that can hinder retirement planning:

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51:23

The Four Seasons of Retirement Planning

SoundPath Through Retirement ·

2024/11/15

In this episode of Sound Path Through Retirement, hosts Ben Koval and Matt Liebarger, along with consumer advocate Bruce Rosenbloom, explore the metaphor of the four seasons as they relate to retirement planning. They discuss the importance of starting early in spring, maximizing growth in summer, preparing for retirement in fall, and enjoying the fruits of labor in winter. The conversation also addresses the unique challenges faced by Generation X in retirement planning and the importance of

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51:44

Your Financial Feelings

SoundPath Through Retirement ·

2024/11/08

In this conversation, Ben and Matt discuss the interplay between emotions and retirement planning. They explore how feelings such as happiness, sadness, fear, anger, and disgust can impact financial decisions and overall retirement satisfaction. The importance of having a structured plan to navigate these emotions is emphasized, along with the need for educated decision-making and regular reviews of financial strategies. In this episode of Sound Path to Retirement, Gary Nolan, Ben Koval, and Matt

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51:51

Counting The Days to Retirement

SoundPath Through Retirement ·

2024/10/18

In this conversation,Ben Koval and Matt Lieberger discuss essential strategies for retirement planning, emphasizing the importance of saving early, smart investing, and creating a comprehensive retirement plan. They explore various investment options, the significance of assessing income and expenses, and the layered approach to building a retirement portfolio. The discussion also includes listener questions, providing insights into real-life retirement scenarios and strategies. Reach out to Ben and

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51:03

Saving For Retirement

SoundPath Through Retirement ·

2024/10/11

In this episode of Sound Path to Retirement, hosts Gary Nolan, Ben Covel, and Matt Lieberger discuss the multifaceted nature of retirement planning. They emphasize the importance of a comprehensive approach that includes income strategies, healthcare considerations, tax planning, and the role of AI in financial advice. The conversation also covers the complexities of Social Security benefits and listener questions about retirement strategies, highlighting the need for personalized financial

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49:59

Retirement Can Be Tough!

SoundPath Through Retirement ·

2024/10/04

In this conversation, Ben and Matt discuss financial and happiness pointers for retirement. They emphasize the importance of revisiting retirement budgets, considering part-time work or consulting, and reviewing investment portfolios. They also discuss the significance of finding purpose and meaning in retirement, staying connected socially, and pursuing travel and adventures. The conversation concludes with a discussion about a twist on the Cinderella story, highlighting the importance of

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51:45

RETIRE LIKE ROYALTY

SoundPath Through Retirement ·

2024/09/27

In this conversation, Gary Nolan and Ben Cobel discuss four hard lessons learned by monarchs about money and how they can be applied to retirement planning. The lessons include selling for short-term gains, procrastination, emotional spending, and ignoring the advice of experts. They also explore the importance of maintaining hope and persistence, taking the right risks, monitoring your retirement plan, and creating a structured financial plan for a stress-free retirement. In this conversation, Ben

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51:30

The Intersection of Presidential Races and Economic...

SoundPath Through Retirement ·

2024/09/20

The conversation explores the intersection of presidential races and economic policies and how they could affect one's financial future, especially in retirement. The hosts discuss the historical impact of past presidents on the economy and stock market performance. They emphasize that the correlation between presidential elections and market performance is minimal and that comprehensive financial planning is crucial for a successful retirement. The conversation then transitions to discussing the

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51:33

Retirement Planning Can Be Daunting

SoundPath Through Retirement ·

2024/09/13

Planning for retirement can be daunting, but knowing the pitfalls can make all the difference. From delaying your planning to underestimating your future costs, these missteps can significantly impact your retirement. We'll show you some proactive strategies to sidestep these common errors and secure a comfortable and stress-free retirement. The conversation discusses the key pieces of retirement planning and how they fit together like a puzzle. The first key piece is setting financial goals, which

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51:54

Retirement Red Zone

SoundPath Through Retirement ·

2024/09/06

In this conversation, Ben and Matt discuss the five areas of retirement planning: income planning, tax planning, insurance planning, estate planning, and investment planning. They emphasize the importance of going through these areas in order to create a clear and comprehensive retirement plan. They also discuss the need to review and manage debt leading into retirement, as well as the role of insurance in protecting assets and ensuring a comfortable retirement. Finally, they touch on the importance

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134 results

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