



Better Advice, Bigger Decisions
In this episode, financial experts discuss how to navigate the complexities of retirement planning, the importance of holistic advice, and strategies to optimize tax and estate planning for a secure retirement. Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/

Retirement Blind Spots
This episode explores the critical retirement blind spots, including unexpected expenses, emergency funds, account consolidations, and withdrawal strategies. Experts Ben, Matt, and Benjamin share insights to help you plan confidently for a secure retirement. Reach out to Ben and Matt at 877-249…

Higher Rates, Higher Stakes
Explore how inflation, interest rates, and AI are impacting retirement planning. Learn practical strategies to build a resilient, flexible retirement plan that adapts to economic changes and technological advances. Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/

The Fraud Firewall
This episode explores the rising sophistication of scams targeting retirees, the importance of setting boundaries with adult children, and strategies for ensuring reliable income in retirement. Experts Ben Koval and Matt Lieberger share practical advice on protecting your finances and planning for …

Confidence Took a Hit
This episode covers the latest insights on retirement confidence, Social Security strategies, Medicare costs, and tax planning for retirees. Experts Ben and Benjamin share practical advice to help you navigate the complexities of retirement planning and maximize your financial security. Reach out…

The Rise of "Fin Tok"
This episode explores the rise of financial advice on social media, the dangers of oversimplified tips, and how to develop a personalized, comprehensive retirement plan. Experts Ben Koval and Matt Lieberger discuss how to navigate viral financial content and make informed decisions. Reach out to…

A Lack of Confidence
“There’s this strange moment happening right now—portfolios aren’t collapsing, but confidence isn’t exactly soaring either. That disconnect is where the real story is. Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/

Is It a Good Time to Retire
This episode explores the optimal timing for retirement in 2026, focusing on interest rates, market conditions, and strategic planning. Experts Ben and Matt discuss how to leverage current financial trends, manage risks, and create flexible, income-focused retirement plans. Reach out to Ben and M…

Tax Season is Over
In this episode, financial experts discuss retirement planning strategies, tax optimization, market volatility, and important family conversations to ensure a confident and stress-free retirement. Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/

Global Headlines
Global headlines about the Middle East can feel distant, but history shows geopolitical tensions often ripple directly into markets, oil prices, and inflation. Today we’re unpacking what retirees should actually pay attention to—and more importantly, how to keep your retirement plan steady even whe…