SoundPath Through Retirement
SoundPath Through Retirement
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. S…Social links:
What the Wealthy Do Right
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 wi…
50:32
All About AI
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 strea…
50:33
The TCJA
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 ch…
49:51
Safety and Growth
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 …
48:51
Are Baby Boomers Sabotaging Their Own Retirement
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 conversatio…
50:20
Financial independence
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…
50:38
Retirement, With Purpose and Joy
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 conversa…
50:27
Rethinking Retirement
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 findi…
49:47
Low Key Millionaires
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 behi…
49:15
Post Work Stressors
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 appro…
52:12