SoundPath Through Retirement copertina

SoundPath Through Retirement

SoundPath Through Retirement

Di: Benjamin Koval & Matt Lybarger
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A proposito di questo titolo

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 plan with the goal of creating a consistent income stream they can rely on throughout retirement. SoundPath Retirement Strategies was established in the Greater Seattle area by founder Benjamin J. Koval because he believed that the needs of senior investors were not being adequately addressed by brokerages and typical financial advisory firms.

President and founder of SoundPath Retirement Strategies, Benjamin J. Koval, has over a decade of experience in finance and has a focus on retirement planning. Ben is an MBA, a Certified Financial Planner™, and an Investment Advisor Representative (IAR) holding a Series 65 license. He is also a Washington state-licensed life insurance producer.

 Economia Finanza personale
Episodi
  • Are Baby Boomers Sabotaging Their Own Retirement

    Are Baby Boomers Sabotaging Their Own Retirement
    Jan 23 2026

    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 Additionally, they address the outdated 4% rule for withdrawals, the necessity of tax planning, and the importance of adjusting investment portfolios as one transitions into retirement. The episode concludes with a Q&A segment addressing real-life retirement scenarios.


    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 min
  • Financial independence

    Financial independence
    Jan 16 2026

    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 maximizing contributions, healthcare planning, and Social Security considerations. Finally, the hosts address listener questions regarding gifting strategies, estate planning, and sustainable withdrawal amounts from retirement accounts.

    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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    51 min
  • Retirement, With Purpose and Joy

    Retirement, With Purpose and Joy
    Jan 9 2026

    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 stability and the implications of moving to a no-income tax state.

    Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/

    See omnystudio.com/listener for privacy information.
    Mostra di più Mostra meno
    50 min
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