



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…

The 3 Pillars of Retirement Success
In this episode, Ben, Matt, and Benjamin discuss essential retirement planning strategies, estate planning, tax considerations, and how to navigate market volatility and geopolitical tensions. Learn practical tips to secure your financial future and leave a lasting legacy. Reach Ben and Matt by c…

The Setreini Report Inquiry
In this episode of Sound Path to Retirement, Gary Nolan hosts financial experts Ben Koval , Matt Lieberger, and Benjamin Farrow to discuss market regulation reports, retirement planning, and managing market volatility. They share insights on regulatory inquiries like the Sertini Report, strategies …

Retirement Loneliness
This episode explores the often-overlooked social and emotional aspects of retirement, including loneliness, social independence, and relationship dynamics, alongside financial planning strategies. Experts discuss how to create a holistic retirement plan that addresses both financial security and s…

65 Feels Like 45?
The conversation explores the evolving landscape of retirement, emphasizing the need for updated financial strategies that reflect longer life expectancies and changing lifestyles. The hosts discuss the impact of current events on retirement planning, the importance of tax strategies, and the neces…