Jason Parker
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You may want to consider changing your investment strategy when you retire. As you approach retirement, your investment goals will shift from accumulation to preservation and income. Using investments to supplement your income in retirement can
How much money is enough to retire? In todays show Jason shares the formulas you can use to determine if you have saved enough. Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY? Be sure
In this podcast Jason creates a hypothetical scenario to explore how long $1 million dollars will last in retirement. Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY? Be sure to check out
You've been hearing a lot about Roth conversions, and you're not sure if it's the right move for you. Making the decision to convert your traditional IRA to a Roth IRA can be confusing and overwhelming. There are many factors to consider, and
In this podcast episode Jason gives you 9 questions you need to ask before you retire.
In this podcast episode Jason looks at the #1 way to ruin your retirement and the steps you can take to avoid making this mistake.
In this podcast episode Jason gives you a few ideas for how married couples can plan their retirement. Be sure to visit https://soundretirementplanning.com and click on episode 373 for articles, links and resources mentioned in this episode.
In this podcast episode Jason shares a compilation of interviews he has done with the Social Security Administration to explore the best time to start social security.
In today's podcast episode I have the good fortune to interview Joe Hancock and Katie Warren who are with HighGround Advisors regarding Donor-Advised funds and charitable giving strategies. We cover a lot of the mechanics of donor advised funds
In today's podcast, Jason interviews Anne Lester about her new book, "Your Best Financial Life: Save Smart Now for the Future You Want." Anne is a retirement expert, formerly serving as the Head of Retirement Solutions for JPMorgan Asset Manage
Here is a question for you to consider. What's the point of accumulating wealth for retirement if poor health prevents you from enjoying it? Recenlty I have had people noticing that I have lost weight, commenting on how skinny I have become an
In this Easter special episode, Jason welcomes Tim Tenbrink as a guest to delve into the topic of biblical stewardship.
In today's podcast we cover a lot of retirement topics. The reason I wanted to share this podcast episode with you is because we talked about finding purpose in this next phase of life. I want all of the people who listen to Sound Retirement Ra
In today's podcast episode, I want to explore how to evaluate if it makes sense to sell a rental property. Many people we have served over the years own rental properties and rental properties can be a great tool for retirement because they gen
It is my good fortune to have Wes Crill, PhD as a guest on the podcast today. Wes is a senior investment director and Vice President with Dimensional Fund Advisors. Prior to joining Dimensional, he was a PhD student studying materials science e
One of my clients recently forwarded an article with the headline that reads "US economist predicts 2024 will bring "Biggest crash of our lifetime". Here is a quote from the article "This is the one time I'm telling you, do not listen to your
Will the outcome of the next presidential election have an impact on your investment strategy? Should it? Will you be making changes to your investments depending on who is elected? Articles, Links & Resources Visit: https://soundretirementplan
In todays podcast I'm going to share some of my favorite things in 2023. You will notice I'm releasing this episode on Black Friday. It's time to get your wallet out and start shopping. This time of year give me a bit of anxiety because I'm not
We made it. Following today's podcast, I am excited to announce that all 13 chapters of my latest book have been recorded and released as a free podcast exclusively for you, our listening community. Soon we will be releasing the audiobook. If y
In this podcast episode, I will provide compelling reasons for you to seriously consider the benefits of hiring a financial advisor. Why it is important to avoid high fees and commissions. To comprehend the potential value that advisors can off
In today's podcast, you are going to learn about Medicare. Medicare is a comprehensive health insurance program that becomes available to most individuals when they reach the age of 65. We cover topics such as, What are the different parts of M
In today's podcast, we are going to explore Rebalancing. We will look at investment portfolio construction, how rebalancing is implemented and when you should consider doing the rebalancing. When you are getting ready to retire you will begin t
In Chapter 9, we delve into the importance of asset allocation and the pursuit of higher expected returns using academic research to inform our investing strategy. The Retirement Budget Calculator is an intuitive tool that promises ease and acc
In Chapter 8, we dive into investing strategies. I spend the first couple of pages of this chapter talking about diversification of your money across time segments, often called buckets. Since the publication of this book I have completed some
In Chapter 7, we dive into retirement withdrawal strategies. We will look at the 4% withdrawal rule, the buckets strategy (which is similar to the barbel strategy), Dynamic withdrawals, the RMD rule, Spending floors, only spending dividends and
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