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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

50:03

A New Era of Retirement

SoundPath Through Retirement ·

2026/02/27

This conversation explores the evolving landscape of retirement, highlighting how modern retirees are redefining their golden years with longer lifespans, technological advancements, and changing financial needs. The discussion covers the importance of planning for a retirement that lasts decades, the impact of technology on retirees, navigating tax strategies, and the significance of community and lifestyle adjustments in retirement. The hosts also address common concerns and questions about

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50:32

What the Wealthy Do Right

SoundPath Through Retirement ·

2026/02/20

This conversation explores the key differences in mindset and strategies between wealthy individuals and the general public regarding retirement planning. The hosts discuss the importance of starting early, investing wisely, and the significance of estate planning. They also decode popular money wisdom and address common retirement challenges through a Q&A segment 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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50:34

All About AI

SoundPath Through Retirement ·

2026/02/13

This conversation explores the impact of artificial intelligence on retirement planning, discussing its advantages and limitations. The hosts emphasize the importance of human oversight in financial decisions, debunk common retirement myths, and provide strategies for creating reliable income streams in retirement. They also address real-life scenarios from listeners, highlighting the need for personalized financial planning. Reach out to Ben and Matt at 877-249-6900 or

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49:51

The TCJA

SoundPath Through Retirement ·

2026/02/06

In this episode, the hosts discuss the implications of the Tax Cuts and Jobs Act (TCJA) extension on retirement tax planning. They emphasize the importance of proactive tax strategies for pre-retirees, including Roth conversions and understanding Medicare surcharges. The conversation also covers charitable remainder trusts as a means to reduce taxes while leaving a legacy. Finally, the hosts address listener questions about retirement planning, including the impact of part-time work on Social

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48:52

Safety and Growth

SoundPath Through Retirement ·

2026/01/30

In this episode of SoundPath to Retirement, the hosts discuss various investment strategies for retirement, emphasizing the importance of balancing safety and growth. They explore the implications of market downturns, the signs that may indicate readiness for early retirement, and address listener questions regarding financial concerns such as debt management, healthcare costs, and tax strategies. The conversation highlights the need for personalized financial planning to navigate the complexities

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50:20

Are Baby Boomers Sabotaging Their Own Retirement

SoundPath Through Retirement ·

2026/01/23

In this episode, the hosts discuss the various financial pitfalls that Baby Boomers face as they approach retirement. They explore common mistakes such as overestimating Social Security benefits, underestimating healthcare costs, and the importance of early retirement contributions. The conversation also delves into the risks associated with market volatility, the significance of the first year of retirement, and the often-overlooked sequence of return risks. Additionally, they address the outdated

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50:39

Financial independence

SoundPath Through Retirement ·

2026/01/16

In this episode of Sound Path to Retirement, the hosts delve into the concept of financial independence, emphasizing that it is not merely about wealth accumulation but about having the freedom to make choices aligned with one's values. They discuss practical steps to achieve financial independence, the importance of understanding retirement savings trends, and the significance of financial literacy in planning for retirement. The conversation also covers strategies for those in their 50s, including

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50:28

Retirement, With Purpose and Joy

SoundPath Through Retirement ·

2026/01/09

In this episode, the hosts explore the concept of retirement as a time for changing rhythms rather than slowing down. They discuss the importance of balancing time and money, the wisdom of Jimmy Buffett and Warren Buffett, and the five essential steps for effective retirement planning. The conversation also addresses common questions about timing key retirement decisions, such as when to take Social Security and when to downsize a home. Finally, the hosts answer listener questions about currency

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49:48

Rethinking Retirement

SoundPath Through Retirement ·

2026/01/02

This conversation explores the evolving concept of retirement, emphasizing the importance of relationships, financial planning for longevity, and the need to avoid emotional decision-making in investments. The hosts discuss how retirement is no longer just about stopping work but rather about finding new purposes and activities. They highlight the significance of structured income planning, the impact of social connections on well-being, and the necessity of understanding healthcare coverage. The

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49:16

Low Key Millionaires

SoundPath Through Retirement ·

2025/12/12

This conversation delves into the concept of 'stealth wealth' and the mindset of financially savvy retirees who prioritize frugality and intentionality over flashy displays of wealth. The discussion covers various themes including social pressures that influence spending habits, the psychology behind impulse buying, emotional spending in retirement, and the importance of having a solid financial plan. The speakers emphasize the need for retirees to be aware of lifestyle creep, unexpected tax

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52:13

Post Work Stressors

SoundPath Through Retirement ·

2025/11/21

In this conversation, the hosts discuss the various challenges retirees face today, including inflation, healthcare costs, and the complexities of social security. They emphasize the importance of having a comprehensive retirement plan that accounts for these factors and provides a structured approach to income generation. The discussion also covers the significance of understanding market risks and the need for tailored investment strategies. Listener questions highlight common concerns about

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50:46

Bad Behaviors

SoundPath Through Retirement ·

2025/11/07

In this episode of SoundPath to Retirement, the hosts discuss the multifaceted nature of legacy beyond just financial wealth, emphasizing the importance of mentorship in wealth transfer, the implications of estate and inheritance taxes, and the role of charitable giving. They explore effective strategies for structuring retirement income, managing sequence of return risk, and planning for unexpected life events, including long-term care considerations. The conversation also addresses common

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50:52

Did I just retire into chaos?

SoundPath Through Retirement ·

2025/10/31

This conversation explores the intricate relationship between money habits and retirement success, emphasizing the importance of understanding one's money personality. It delves into the financial disagreements that often arise in retirement, particularly among couples, and offers insights into effective communication strategies. The discussion also highlights the significance of tax strategies in retirement planning, addressing common pitfalls and the need for personalized financial advice

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51:50

Beyond Dollars: The True Meaning of Legacy

SoundPath Through Retirement ·

2025/10/24

In this episode of SoundPath to Retirement, Ben and Matt discuss the multifaceted nature of legacy beyond just financial wealth, emphasizing the importance of mentorship in wealth transfer, the implications of estate and inheritance taxes, and the role of charitable giving. They explore effective strategies for structuring retirement income, managing sequence of return risk, and planning for unexpected life events, including long-term care considerations. The conversation also addresses common

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51:27

Side "A" of Your Retirement

SoundPath Through Retirement ·

2025/10/17

In the world of vinyl, Side A usually features the hits—the chart-toppers, the trackseveryone remembers. Retirement has its own Side A: the first 10 to 15 years whenretirees are still healthy, independent, and ready to live boldly. But just like a record, youcan’t just drop the needle and hope for the best. This phase requires intentionalplanning to enjoy the tempo without burning through your resources before Side Bstarts.Reach out to Ben and Matt at 877-249-6900 or

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49:55

Estate Planning

SoundPath Through Retirement ·

2025/10/10

This conversation delves into the complexities of estate planning, highlighting common pitfalls and the importance of proactive planning. The hosts discuss the emotional and financial implications of losing a spouse, the significance of updating beneficiary designations, and the impact of taxes on estate planning. They also explore alternative investment strategies and the nuances of social security decisions for couples with age gaps. The discussion emphasizes the need for clear communication and

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52:07

Replacing Your Paycheck

SoundPath Through Retirement ·

2025/10/03

In this episode of SoundPath to Retirement, hosts Gary Nolan, Ben Koval, and Matt Lieberger discuss the complexities of retirement planning, emphasizing that a substantial 401k balance does not guarantee financial security. They explore the importance of customized retirement plans tailored to individual needs, the role of social security, and the emotional aspects of transitioning into retirement. The conversation also covers investment strategies, market risks, and answers listener questions about

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51:33

"Gray Divorce"

SoundPath Through Retirement ·

2025/09/26

In this episode of SoundPath Retirement, the hosts discuss the increasing trend of older couples entering new relationships and the financial implications that come with it. They explore the importance of financial planning for these couples, especially regarding adult children and estate planning. The conversation also covers retirement account strategies, unconventional retirement plans, and answers listener questions about social security and healthcare costs. Reach out to Ben and Matt at

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49:33

Up Next : Gen X

SoundPath Through Retirement ·

2025/09/19

In this episode of Sound Path to Retirement, the hosts discuss the unique challenges and opportunities facing Generation X as they approach retirement. They explore the importance of tax efficiency, the need for a clear vision of what retirement looks like, and the impact of health on retirement timing. The conversation emphasizes the necessity of keeping money moving to combat inflation and ensure financial stability. Listener questions provide real-life scenarios that highlight the complexities of

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51:43

1995 Retirement Planning!!

SoundPath Through Retirement ·

2025/09/05

Let’s rewind to 1995 for a second: Friends was on TV, Alanis Morissette wasquestioning irony, and gas was $1.15 a gallon. Back then, a million bucks felt like morethan enough to coast through retirement, bonds gave you real yield, and the 4%withdrawal rule was gospel.But fast-forward 30 years and—spoiler alert—those assumptions don’t hold up. Marketshave changed, interest rates have changed, and most importantly, you have changed. Intoday’s segment, we’ll talk

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