



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…

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…

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…

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…

Bad Behaviors
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 stra…

Did I just retire into chaos?
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 eff…

Beyond Dollars: The True Meaning of Legacy
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 s…

Side "A" of Your Retirement
In the world of vinyl, Side A usually features the hits—the chart-toppers, the tracks everyone remembers. Retirement has its own Side A: the first 10 to 15 years when retirees are still healthy, independent, and ready to live boldly. But just like a record, you can’t just drop the needle and hope f…

Estate Planning
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 …

Replacing Your Paycheck
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 indi…