The 3 Pillars of Retirement Success

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 Ben and Matt at 877-249-6900 or https://soundpathretirement.com/ [https://soundpathretirement.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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/ [https://soundpathretirement.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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 Matt at 877-249-6900 or https://soundpathretirement.com/ [https://soundpathretirement.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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/ [https://soundpathretirement.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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 when the world isn’t. Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/ [https://soundpathretirement.com/] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.