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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

business investing

All Episodes

49:23

Consider This

SoundPath Through Retirement ·

2024/04/05

In this episode, the hosts discuss considerations before retiring early, including managing debt and aligning investment portfolios with risk tolerance and goals. They also highlight the importance of planning for healthcare costs and mentally preparing for retirement. The hosts explain different distribution strategies for retirement income, such as annuities, percent management, and laddered approaches. They address common questions about the implications of divorce in retirement, leaving unequal

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47:50

March Financial Madness

SoundPath Through Retirement ·

2024/03/29

The conversation covers various topics related to financial planning, including reviewing finances, eliminating March Madness, inflation and rising prices, refreshing the budget and emergency fund, reevaluating investments and asset allocation, overcoming fear and making financial decisions, and life lessons from legendary basketball coaches. The conversation explores the apprehension and concerns individuals have about retirement, including the fear of losing one's identity and value. It emphasizes

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50:18

Social Security Explained

SoundPath Through Retirement ·

2024/03/22

In this episode, the hosts discuss retirement saving strategies, tax planning benefits, and the potential impact of the You Earn It, You Keep It Act on Social Security. They emphasize the importance of considering Roth accounts, tax brackets, and time horizons when making retirement savings decisions. The You Earn It, You Keep It Act proposes eliminating federal taxes on Social Security benefits and raising the cap on the Social Security payroll tax. The hosts also provide a brief history of Social

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49:12

This Could Get Taxing

SoundPath Through Retirement ·

2024/03/15

The conversation discusses what is and what isn't taxed in retirement and provides suggestions on creating a tax-efficient strategy. The chapters cover topics such as taxable retirement income, taxation of pensions and interest-bearing accounts, taxation of stock sales and dividends, taxation of IRAs and life insurance proceeds, taxation of home sales and annuities, introduction to Roth IRAs, benefits of Roth IRAs, tax-free withdrawals in retirement, incorporating bucket list into life planning, and

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50:20

Everyone Needs an Estate Plan

SoundPath Through Retirement ·

2024/03/11

This conversation covers the importance of estate planning, including wills, powers of attorney, healthcare directives, and beneficiary designations. It emphasizes the need to update estate documents and align them with investment strategies. The discussion also highlights the role of trusts in estate planning and the importance of comprehensive retirement planning. The conversation then explores the worst retirement planning advice, including the inability to predict taxes in retirement, the

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50:01

Time for a Check Up

SoundPath Through Retirement ·

2024/03/01

The conversation covers the importance of having a written retirement plan, creating a budget and determining the income gap, ensuring stable and consistent income, considering healthcare costs and tax planning, conducting an asset inventory and managing risk exposure, involving spouses in retirement savings, holding regular budget meetings, planning retirement dates, and utilizing all retirement options and individualized investment strategies. The conversation covers various topics related to

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48:40

Is It Working, or Not?

SoundPath Through Retirement ·

2024/02/23

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

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49:38

It's All About Annuities.

SoundPath Through Retirement ·

2024/02/16

The conversation discusses the good, bad, and ugly of annuities, focusing on compensation for advisors, conflicts of interest, variable annuities, fixed annuities, and fixed indexed annuities. The hosts emphasize the importance of understanding how advisors are paid and identifying potential conflicts of interest. They also highlight the need for transparency and working with fiduciaries who prioritize the client's best interests. The conversation provides insights into the different types of

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49:57

Cha-Cha-Cha Changes

SoundPath Through Retirement ·

2024/02/09

Retirement is all about change and how we adjust to those changes. In this conversation, the hosts discuss unexpected changes in retirement, including daily routines, health, income, and retirement planning. They emphasize the importance of adjusting to a new routine, prioritizing physical and mental health, managing income changes, and staying up-to-date with modern retirement planning strategies. They also discuss the financial red zone, where individuals are five to ten years away from

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49:20

Touchdown! Retirement!

SoundPath Through Retirement ·

2024/02/02

On today's show, Ben, Matt and Gary discuss strategies and lessons from football that can be applied to retirement planning. They start by talking about the financial red zone, which is the period five to ten years before retirement. They emphasize the importance of having a solid plan during this time and avoiding risky moves. They also discuss the need for offense and defense in retirement planning, reviewing and adjusting the plan regularly, and the importance of finding the right financial

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49:01

Boomers Bowing Out

SoundPath Through Retirement ·

2024/01/26

Around 10,000 baby boomers retire every day, and that number will be even higher this year. On today’s show Sound Path Through Retirement with Ben and Mattwe’ll break down a list that you may want to avoid and we’re calling it the ‘unbucket-list’. Also,if saving for retirement hasn’t been a priority until now, chances are you’ve still got time to turn things around. In the style of comedian Jeff Foxworthy we’ve put together a list of things we call...you might not be able to retire if....The good

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50:54

New Year, New You, Hope So!

SoundPath Through Retirement ·

2024/01/19

On today’s show Sound Path Through Retirement with Ben and Matt we cover some shocking statistics, how to achieve your financial goals in the new year, and help get you started. Plus, U.S. credit card debt surged to more than $1 trillion for the first time in 2023 and nearly 9 million student loan borrowers defaulted on payments—so what is that telling you about the future of the economy?Reach out to Ben and Matt at 877-249-6900 See omnystudio.com/listener for privacy information.

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50:13

Annuity, or Not

SoundPath Through Retirement ·

2024/01/12

On today’s show Sound Path Through Retirement with Ben and Matt they answer the most frequently asked annuity questions, how to pivot from the accumulation to decumulation stage and how you can hit the easy button along your retirement road trip. In addition we spend most of our careers accumulating money for retirement. Once we hit that financial red zone the focus has to shift to decumulation. We’ll break that down and explore some ways to do it correctly. Reach out to Ben and Matt at

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49:11

Little Things, Big Problems

SoundPath Through Retirement ·

2024/01/05

You know about what it costs to run your household on a monthly basis and you know you should be padding that emergency fund. But are you? It’s the little things that can cause the biggest problems in retirement. On today’s show Sound Path Through Retirement with Ben and Matt they'll tell you how to avoid making costly mistakes and get your financial health in order for 2024. Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/ See omnystudio.com/listener for privacy

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50:10

It’s the Most Wonderful Time of Year

SoundPath Through Retirement ·

2023/12/15

On today’s show Sound Path Through Retirement we know that the holiday season is upon us,and with that in mind, we thought we would visit a few moments from beloved holiday movies and sitcoms and explore the financial planning missteps made by some of our favorite fictional characters. To help you steer clear of these roadblocks, we have our favorite financial professionalsBen and Matt ready to dive into each with solutions for how to navigate situations similar to each. Reach out to Ben and Matt

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50:34

The Cold Harsh Truths about Retirement.

SoundPath Through Retirement ·

2023/12/08

There are a few “harsh truths” about retirement planning, and financial planning in general, that a simple google search won’t answer for you—with that in mind,on today’s show Sound Path Through Retirement with Ben and Matt we have decided to tackle five major harsh truths about planning for the financial future you want, so you can enjoy the kind of financial future you both want and deserve. Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/See omnystudio.com/listener

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49:56

2024 Is Around the Corner

SoundPath Through Retirement ·

2023/12/01

The holidays are upon us and that means it’s time to make sure you have tied up all the loose ends before we welcome 2024. On today’s show Sound Path Through Retirement with Ben and Matt we’ve put together a few things you should be sure to do before the end of the year. In addition ,five changes to Social Security coming in 2024 that will impact retirees. 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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48:46

SECURE 2.0 For 2024

SoundPath Through Retirement ·

2023/11/24

As the year winds down we’re looking ahead to 2024 and what changes are in store for many in the financial red zone, that’s five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer sponsored retirement plans work. On today’s show Sound Path Through Retirement with Ben and Matt they’ll check some of the highlights. 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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50:32

What, Me Worry? Well Yes!

SoundPath Through Retirement ·

2023/11/17

The state of the economic union has folks across the country worried about what the future holds. For those in the financial red zone approaching retirement, these economic conditions could change the trajectory of their retirement. Don’t worry, on today’s show Sound Path Through Retirement with Ben and Matt they are going to help you cut through the confusion and offer tips and takeaways that will help you find your footing amid market volatility and inflation. Reach out to Ben and Matt at

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50:13

A C+ for America, Not Good!

SoundPath Through Retirement ·

2023/11/10

On today’s show Sound Path Through Retirement with Ben and Matt they discuss the 2023 Mercer CFA Institute’s Global Pension Index which recently rated retirement income systems across the world using the weighted average of the adequacy, sustainability and integrity of the systems. The U.S. earned a C+, with 63 out of 100 possible points and an overall ranking of 22 out of the 47 countries included in the study. Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/See

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135 results

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