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Innhold levert av Jason Parker. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jason Parker eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Exile
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1 Episode 21: The Heiress Who Helped End School Segregation 35:10
35:10
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Hilde Mosse comes from one of the wealthiest families in Berlin and stands to inherit an enormous fortune. But she longs for something more meaningful than the luxurious lifestyle her family provides. So Hilde decides to pursue her dream of becoming a doctor. As the Nazis take power in Germany and the Mosse family is forced to flee, Dr. Hilde Mosse lands in New York having nearly lost everything.. She finds her calling treating the mental health of Black youth – and the symptoms of a racist system. In addition to photographs, school records, and correspondence spanning Hilde Mosse’s entire lifetime, the Mosse Family Collection in the LBI Archives includes the diaries she kept between 1928 and 1934, from the ages of 16-22. Hilde’s papers are just part of the extensive holdings related to the Mosse Family at LBI. Learn more at lbi.org/hilde . Exile is a production of the Leo Baeck Institute, New York and Antica Productions. It’s narrated by Mandy Patinkin. This episode was written by Lauren Armstrong-Carter. Our executive producers are Laura Regehr, Rami Tzabar, Stuart Coxe, and Bernie Blum. Our producer is Emily Morantz. Research and translation by Isabella Kempf. Voice acting by Hannah Gelman. Sound design and audio mix by Philip Wilson. Theme music by Oliver Wickham. Please consider supporting the work of the Leo Baeck Institute with a tax-deductible contribution by visiting lbi.org/exile2025 . The entire team at Antica Productions and Leo Baeck Institute is deeply saddened by the passing of our Executive Producer, Bernie Blum. We would not have been able to tell these stories without Bernie's generous support. Bernie was also President Emeritus of LBI and Exile would not exist without his energetic and visionary leadership. We extend our condolences to his entire family. May his memory be a blessing. This episode of Exile is made possible in part by a grant from the Conference on Jewish Material Claims Against Germany, which is supported by the German Federal Ministry of Finance and the Foundation Remembrance, Responsibility and Future.…
Sound Retirement Radio
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Innhold levert av Jason Parker. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jason Parker eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
With over 1 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jason Parker, the author of the best-selling book "Sound Retirement Planning," has a new book titled "Retirement Calculator: How Much Money Do I Need To Retire." Jason has been seen as a guest on major news networks such as ABC, FOX, and NBC. He also created the Retirement Budget Calculator, a tool that helps retirees with retirement cash flow planning.
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440 episoder
Merk alt (u)spilt...
Manage series 2835171
Innhold levert av Jason Parker. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jason Parker eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
With over 1 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jason Parker, the author of the best-selling book "Sound Retirement Planning," has a new book titled "Retirement Calculator: How Much Money Do I Need To Retire." Jason has been seen as a guest on major news networks such as ABC, FOX, and NBC. He also created the Retirement Budget Calculator, a tool that helps retirees with retirement cash flow planning.
…
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440 episoder
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1 447 Qualified Charitable Distributions: A Powerful Retirement Strategy 10:59
10:59
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Imagine you could give to charity, lower your tax bill, and satisfy your Required Minimum Distributions—all at the same time. Most retirees don’t realize that there’s a smarter way to donate to charity using their IRA. In today’s episode, I’ll show you how one simple strategy—Qualified Charitable Distributions—can save you thousands in taxes while supporting the causes you care about. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #447. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial research which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.…
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1 446 Understanding WEP and GPO: What the New Law Means for Social Security 17:46
17:46
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Big changes are on the horizon for retirees impacted by the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). The Social Security Fairness Act, signed into law on January 5, 2025, is expected to increase benefits for millions of retirees while introducing new challenges for the Social Security system. In todays podcast, I will break down what this means for you and how to adapt your retirement strategy to these changes. Plus, be sure to listen to the end to learn about our new updates to the Retirement Budget Calculator that help you stress-test your Social Security strategy. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #443.. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.…
In todays podcast I am going to examine how the S&P500 historically has performed after back to back years of 20% plus gains. We are going to look at an interesting recent story about retirement, wealth and contentment. I am going to share a couple of good financial habbits for you to consider as you kick off the new year. I want to share with you a few milestones we accomplished this year and I will give you the top episode downloads for Sound Retirment Radio for 2024. And finally I want to share with you what my crystal ball is showing regarding investing as we kick off 2025. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #445.. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.…
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1 444 Beyond the Money: Building a Purposeful Retirement with Dr. Jann Freed 37:47
37:47
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In today’s podcast, I had the pleasure of interviewing Dr. Jann Freed, an expert in helping people live intentionally and reflect on their impact. Dr. Freed shared powerful insights on building meaningful relationships in the second half of life and explained how embracing the reality of our mortality can inspire us to live more fully. Her words reminded me of something my mentor used to tell me: “Jason, life is not a dress rehearsal. This is the real deal, baby. You get one shot—so give it everything you’ve got.” This conversation is a valuable reminder to approach life with purpose, passion, and a commitment to making every moment count. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #444.…
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1 443 Retirement Investing: Why Global Diversification Matters 20:43
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In today’s podcast, I’ll be discussing retirement investing and the importance of broad global diversification. I’ll explain the reasoning behind our approach and share a few of the strategies we use to help minimize risks. Some of the core ideas I want to share with you are recency bias, home country bias, the concentration of the S&P 500, why price matters, global market capitilazation and Vanguard forecast for the next 10 years. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #443.. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.…
In todays podcast I’m going to share some of my favorite things in 2024. It’s time to get your wallet out and start shopping for Christmas gifts. So I thought I'd share with you some of my favorite things as well as some of my favorite experiences. I'm so grateful that we get to do life together. Thank you for tuning into Sound Retirement Radio. I hope these ideas inspire you as you search for meaningful gifts for your loved ones and plan enjoyable moments with the people who matter most to you.…
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1 441 First Principles Retirement Planning 15:20
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What if I told you that having a net worth of 3 million dollars was not enough to retire. In today's podcast we are going to uncover how this could happen. We’re diving into the first principles thinking and how it is applied to retirement planning and then focusing on what I believe to be the most important foundational number for a successeful retirement. At the end of todays show I am also going to give you some questions you can ask your spouse after the relatives leave and you have time to think about retirement planning over an slice of Costco's pumpkin pie. These questions will be available at SoundRetirementPlanning.com just click on episode 441. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.…
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1 #440 Reflections at 50: What I've Learned Along The Way 16:38
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I can’t believe it—I’ve officially hit the big 5-0! I was pretty sure my wife would have taken me out long before I made it this far. Not only am I still here, but in a few months, we’ll be celebrating 28 years of marriage. To mark this milestone birthday, I decided to write a list of things I’ve learned up to this point in my life. I'm writing it as if I were speaking to my kids.…
One of the top concerns we're hearing from clients regarding retirement planning and investment management is the potential impact of the upcoming presidential election on their investments. In today’s podcast episode, I want to provide some historical context by looking at what has happened in the days, weeks, and years following four of the last presidential elections. For articles, links and resources mentioned in todays show visit https://soundretirementplanning.com/ The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.…
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1 438 Optimize Your Retirement: Three Key Strategies for Maximizing Your Wealth 14:09
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Imagine if a few small changes to your retirement plan could result in hundreds of thousands more at the end of your life! In today’s podcast, I’m going to walk you through three powerful strategies that can optimize your plan and potentially increase your savings by hundreds of thousands of dollars. These are: Roth conversions Social Security Timing Withdrawal Order The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.…
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1 437 Rethinking Mortgages: How to Avoid Costly Traps When Buying a Second Home or Downsizing 33:39
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A common consideration for people living in colder climates is purchasing a second home in a warmer region to escape the winter months. However, in March 2022, the Federal Reserve began increasing interest rates to combat inflation. This move caused many potential buyers to hit pause on their plans for a second home. Recently, on September 18, 2024, the Fed announced its first rate cut, lowering the Federal Funds rate to 4.75%-5%, marking a half-percent decrease. Mortgage rates, which had soared as high as 8%, are now starting to come down. As a result, more people are reconsidering downsizing or purchasing that second home. At the same time, there has been a rise in aggressive sales tactics from mortgage lenders. To help navigate these waters, I invited my friend Frank Ellerbroek, a seasoned mortgage broker, to join today's podcast. He’ll share his insights on the current market trends and offer advice on what to watch out for if you're thinking of financing a second home or downsizing to a more manageable property. On a personal note, Frank and I have been friends for nearly 20 years, and my firm has referred many clients to him over the years. I trust him because he consistently delivers great service, and I worked with Frank when I purchased my home. That said, whether you're considering working with Frank or someone else, I always recommend talking to more than one professional to ensure you get the best terms for your unique situation. https://vantagemortgagegroup.com/about-us/meet-the-team/frankellerbroek/ https://www.optoutprescreen.com/ The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.…
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1 436 Martin’s Journey: A Real Retirement Story 57:49
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In today’s podcast, I have the pleasure of speaking with Martin, who retired at the age of 56. He shares his experiences, including how he spent the first two years traveling the country in an RV, what made him realize it was the right time to retire, and why he’s glad he made the decision to retire early. Martin also opens up about some of the challenges he’s encountered along the way.…
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1 435 Pay Off Your Mortgage at Retirement or Invest? Pros and Cons Explained! 16:44
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You are listening to episode #435 and the title is: Pay Off Your Mortgage at Retirement or Invest? Pros and Cons Explained! This is one of the most common questions people face: Should you pay off your mortgage at retirement, or should you invest the money instead? This decision can have a significant impact on your financial security and peace of mind in retirement. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.…
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1 434 Managing Expectations and Embracing Volatility: Insights from 20 Years of Market Data 10:22
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In today's podcast I want to talk about expectations and the recent market volatility and give you some historical data to help put some of this recent volatility into context.
In today's podcast, I’m excited to share what I am calling the Pyramid of Investing Success. We will begin by exploring the foundation of the pyramid and then progress layer by layer until we reach its pinnacle.
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1 432 Navigating Your Financial Future: A Comprehensive Guide to Managing Retirement Income 18:14
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If you are getting ready to retire one of the most important things that you need to understand is how to manage retirement income. At the end of the day retirement is simply making sure you have enough income to cover all of your expenses. In today's podcast we are going to look at Retirement Income. Discover the power of planning with the Retirement Budget Calculator Pro v. 4.0!…
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1 431 Exploring Reverse Mortgages: Pros, Cons, and Real-World Insights 55:56
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In today's podcast I interview Tane Cabe regarding reverse mortgages. In addition to doing a general overview of what they are we discuss how reverse mortgages can be used to increase cashflow in retirement, how a reverse mortgage can be used for the purchase of a home, we talk about taxes and fees associated with these mortgages, how some people are planning to use a reverse mortgage to help with long term care planning. We also share several stories that illustrate how people are using reverse mortgages. For articles, links, and resources mentioned in today's podcast, visit episode 431: SoundRetirementPlanning.com Ready to kick-start your retirement? The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.…
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1 430 Mastering HSAs: Tips for 2024 and Beyond 31:26
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Health savings accounts are the most incredible tool available for retirement savings. Unfortunately, too many people I meet are missing out on using HSAs as part of their retirement strategy. We are going to do a deep dive into HSAs, but... They are best for people who do not have a lot of health care costs every year and have the money to make the maximum contributions to an HSA. They have triple tax advantages in that your contributions are tax-deductible, earnings grow tax-free, and withdrawals for qualified medical expenses are tax-free. You enjoy lower health insurance expenses compared to a low-deductible plan. You get tax deductions for contributions, tax-free growth, easy access to the money before age 59.5, you can have investment opportunities for long-term growth, and a plan to cover health-related expenses in retirement. Unlike a traditional IRA, there are no RMDs, and after age 65, you can access the money for non-medical expenses without the 20% penalty. You can delay reimbursements and allow your HSA to grow tax-free and then take a tax-free lump sum in the future. And once you turn age 65 and start Medicare, you can use your HSA to reimburse the costs of Medicare Part B and Part D or pay for Medicare Advantage plan premiums. If you do not currently have an HSA, I highly recommend you visit SoundRetirementPlanning.com and click on episode 430 to start to review all of the resources I’ve made available for your review. The HSA is a powerful tool that can provide significant benefits for retirement planning and healthcare expenses. However, it's important to remember that the rules and regulations surrounding HSAs can be complex and require careful consideration. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.…
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Sound Retirement Radio
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1 429 Unlock Retirement Confidence: The 3 Numbers You Must Know 40:11
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In today's podcast episode, Jason shares three key numbers essential for retiring with confidence. He's interviewed by Ashley Micciche from the Retirement Quick Tips Podcast. Don't forget to check out Ashley's podcast: Retirement Quick Tips. Articles, Links & Resources mentioned in today's show can be found at https://soundretirementplanning.com . If you enjoy todays podcast be sure to share it with a friend and leave us a 5 star review. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic research and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.…
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1 428 Donor Advised Funds with HighGround Advisors 53:16
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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 such as how to set one up, how they work, fees associated with them and some of the tax benefits that come along with them. One interesting aspect we discuss is how donor advised funds can be used as a tool for multi-generational giving and passing on philanthropic values to future generations. This is particularly relevant for families who want to involve their children in charitable giving. We explored various strategies, including bunching or bundling donations together in specific years to enhance itemized donations on your tax return or donating appreciated assets like business interests, mineral interests and real estate. We also discuss qualified charitable distributions, charitable gift annuities and charitable trusts as alternative ways to support charities while also receiving potential tax benefits. Throughout the conversation, Joe and Katie share valuable insights and tips for maximizing the impact of your charitable giving through donor advised funds. They also discuss the importance of doing research and due diligence before choosing a donor advised fund provider and why you will want to make sure the donor advised fund you choose aligns with.your values. Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY? Be sure to check out the Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website Jason's Books: Sound Retirement Planning Retirement Calculator: How Much Money Do I need To Retire?…
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1 427 Your Best Financial Life with Anne Lester 1:09:20
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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 Management, where she dedicated nearly 30 years of her career. During the interview, Anne not only shares insights from her own retirement journey but also discusses the aspects of retirement she eagerly anticipates in this new phase of life. She offers practical tactics for simplifying money management, including the implementation of guardrails to mitigate financial regret. Make sure to listen until the end, where she emphasizes the importance of cash flow in retirement preparation. For additional articles, links, and resources, please visit https://SoundRetirementPlanning.com .…
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Sound Retirement Radio
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1 Jason's Journey: How Pickleball Helped Me Lose 20 Pounds In 4 Months (+ Belly Fat) 21:26
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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 and asking me what I was doing. And I have to tell you I am feeling great. So in todays podcast I'm going to share with you what changed and how I've been able to lose 20 pounds in four months and also lose the belly fat. I'm going to share my diet and exercise routines and the technology I used to record my progress.…
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1 425 Biblical Stewardship with Tim Tenbrink 23:28
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In this Easter special episode, Jason welcomes Tim Tenbrink as a guest to delve into the topic of biblical stewardship.
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Sound Retirement Radio
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1 424 Finding Clarity: Your Roadmap to a Fulfilling Retirement 1:05:12
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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 Radio to achieve Clarity, Confidence and Freedom and I want you to retire too something, not from something. In this podcast we discuss 7 exercises you can use to help you achieve a greater sense of clarity. The free PDF document we discuss in this episdoe will be made available as a link on Sound Retirement Planning.com. If you are preparing for retirement be sure to go through the 7 exercises so that you can have a greater sense of clarity as your prepare for retirement. When you know what is most important in life it makes it easier to prioritize your most valuable resource, your time. I hope you enjoy this podcast episode. As always articles, links and resources will be available at SoundRetirementPlanning.com just click on episode #424…
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Sound Retirement Radio
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1 423 To Sell or Not to Sell? Evaluating Your Rental Property's Role in Retirement 17:54
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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 generate predictable inflation-adjusted income. However rental properties can have their drawbacks as well. In today's show, I am going to share the process that we use to help people evaluate if they should keep or sell a rental property from the perspective of retirement cash flow. With interest rates on fixed income being so low for so many years it had been hard to justify selling a rental property but with fixed income interest rates increasing and the appreciation of real estate starting to stall as a result of higher borrowing costs, the analysis is changing. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.…
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Sound Retirement Radio
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1 422 Pursuing Higher Expected Returns with Wes Crill PhD 48:10
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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 engineering at North Carolina State. His research focused on modeling engineering processes at a scale of 1 billionth the size of a human hair. In today's podcast we discuss the difference between investing and gambling. The benefits of global diversification. Some of the nuances associated with only investing in the S&P 500 index. We discuss the life cycle theory of finance, should you buys gold, the reconstitution effect of index funds, the importance of having a financial plan, mutual funds vs ETF's, Why not all small cap investing is the same among fund providers. We discuss the science of investing and the pursuit of higher expected returns. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.…
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1 421 Will The Stock Market Crash In 2024? 11:20
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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 financial adviser. Things are not going to come back to normal in a few years. We may never see these levels again. And this crash is not going to be a correction. It's going to be more in the '29 to '32 level. And anybody who sat through that would have shot their stockbroker." Unfortunately, when these types of articles are published it can cause people to worry and question both their financial plan and their investment strategy. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years. For article links and resources mentnioned in todays podcast visit: https://soundretirementplanning.com…
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Sound Retirement Radio
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1 420 How Do Presidents Impact The Stock Market? 8:57
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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://soundretirementplanning.com/ We're on YouTube! Are you DIY? Be sure to check out the Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website…
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Sound Retirement Radio
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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 very good at buying gifts. I remember when Oprah used to do her Favorite things TV show and everyone in the audience would receive gifts, well no such luck in todays podcast you guys are not getting anything other than ideas. But finding the perfect gift for people can be difficult so I wanted to share with you some of my favorite things from 2023 and maybe inspire you to think of a gift ideas for the special people in your life. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement. Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.…
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Sound Retirement Radio
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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 you listen to, or read the entire book you will notice that it starts with a basic framework for a comprehensive retirement financial plan and each chapter builds on the next. I sure appreciate the opportunity to teach you the concepts, ideas and strategies that will help you have an amazing retirement. We have some incredible things scheduled for 2024. Having surpassed 1 million podcast downloads and with thousands of individuals utilizing our retirement budget calculator, we are expanding our team at Parker Financial, to provide even greater assistance to individuals seeking investment management and retirement planning in 2024. Our aim is to empower more people than ever before. It's going to be an amazing year. As we approach Thanksgiving, I just want to let you know how much I appreciate you. Thank you for telling your friends about the podcast and sharing the books and retirement budget calculator with the people you care about. I sure appreciate you. With Christmas around the corner I am going to steel an idea from Oprah Winfrey and next week I am going to share with you some of my favorite things from 2023. From gadgets, to books, kitchen equipment, pickleball gear and clothes. If you find it difficult to come up with creative gift ideas I think you will enjoy next week's podcast.…
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