Investing and retirement planning to help you achieve clarity, confidence and freedom as you prepare for and transition into and through retirement.
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Sound Retirement Radio


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395 Secure Act 2.0: The Changes You Need To Know
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In today's podcast, I will give you an overview of not only how the RMDs have changed again, but a few of the other changes brought about as a result of the new Secure Act 2.0 that was signed into law on December 29, 2022. Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY? Be sure to check out the…
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394 Tips For Successful Retirement Investing
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I was at a conference recently and one of the speakers was Apollo Lupescu PhD. He did a great job of taking the technical aspects of investing and making them relatable and understandable and so I asked him to be a guest on today's show. Apollo is a highly regarded speaker from Dimensional Fund Advisors, a premier global investment firm managing ov…
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 help you maintain your lifestyle and make the most of your hard-earned savings. The importance of asset a…
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392 How To Enjoy Your Retirement With Fritz Gilbert
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In 2015 Fritz Gilbert had just started his blog called the Retirement Manifesto and at the time he was sharing our Sound Retirement Radio podcasts on Facebook. I reached out to him to see if he wanted to share his story on Sound Retirement Radio. I'll post this original interview in the show notes if you want to take a trip back in time and listen …
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391 Market Volatility And Buckets For A Retirement Withdrawal
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Market volatility can be incredibly stressful for those who are approaching retirement or are already retired. In September, we saw a sharp decline in the stock market, leaving many investors feeling worried about their financial future. However, there are retirement strategies that can help mitigate the effects of market volatility. Articles, Link…
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390 Retirement Calculator - How Much Money Do I Need To Retire?
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The #1 question people have as they prepare for retirement is "Have I saved enough?" In this podcast episode Jason discusses his new book and explains how you can remove the guesswork so that you can enjoy a Sound Retirement. Jason's new book is now available exclusively on Amazon and for a limited time you can purchase the book at a very low intro…
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389 The 7 Ingredients For A Sound Retirement
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Are you nearing retirement age and feeling a little anxious about it? You're not alone. A lot of people feel this way, even if they have been planning for retirement for years. High inflation, rising interest rates, and stock market volatility have made retirement planning more difficult than ever. But don't despair. There is a recipe for a sound r…
Are you ready to retire? Are you ready to retire? For today's podcast, I am interviewing a friend of mine who retired recently. Many of you will recognize Richard Tizzano, as he is an expert in Elder Law and estate planning, he is the author of a wonderful book on the subject called Accidental Safari and he has been a regular guest on Sound Retirem…
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387 Achieve Your Goals With Carly Tizzano
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Today's show is about setting and achieving goals. Goals are direction. Goals are about focus. Where we focus is where our life goes. Even if you don't achieve the goals it is good to be moving in the right direction. In today's show, I invited Carly Tizzano to be our guest. Carly is the host of the resolve podcast and she has a coaching business t…
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386 Stretch Your Dollars By Retiring Abroad
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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 Buy Jason's Book: Sound Retirement PlanningBy Jason Parker
In 2013, Eugene Fama won the Nobel Prize in Economics for his work on the efficient market hypothesis. One of his most significant contributions to investing has come from his collaboration with his colleague Kenneth French and their work in the development of Factor Models for Investing and their contribution to portfolio construction at Dimension…
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384 8 Tips For Dealing With Stock Market Volatility
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It's been a wild ride in the stock market lately. Volatility has been on the rise, and it seems like every day brings a new headline about the stock market crashing. So what's an investor to do? I am going to give you a few tips and things to consider to help you survive stock market volatility and come out ahead in the long run! Articles, Links & …
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383 Live Small So You Can Live Big - Retirement Travelers John & Bev
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In today's podcast Jason interviews the retirement travelers John & Bev about their retirement journey and their travel in the USA and around the world. Retirement Travelers YouTube 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 CONNE…
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 to check out the Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website Buy Jason's Book: Sound …
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381 Stop Worrying About Stock Market Volatility. It's Not Worth It.
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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 Buy Jason's Book: Sound Retirement PlanningBy Jason Parker
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380 How Long Will $1 Million Dollars Last In Retirement
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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 the Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website…
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 WebsiteBy Jason Parker
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Sound Retirement Radio


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378 The 7 Biggest Mistakes To Avoid When Preparing For Retirement
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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 Buy Jason's Book: Sound Retirement Planning Let's Work Together: Parker-Financial.netBy Jason Parker
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 it's important to understand the implications of this decision before you take any action. In this podcast …
In this podcast episode Jason gives you 9 questions you need to ask before you retire.By Jason Parker
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.By Jason Parker
In this podcast episode Jason looks at a hypothethical scenario to understand if this couple could retire and how much they could spend assuming a low return and modest inflation.By Jason Parker
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373 Retirement Planning Tips For Married Couples
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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. To try the Retirement Calculator you can click this link https://retirementbudgetcalculator.com…
In this podcast episode Jason looks at how historical major geopolitical events have impacted investments. For resources and articles mentioned in this episode visit https://soundretirementplanning.com and click on episode 372By Jason Parker
In this podcast episode Jason explains how Medicare works and how much you can expect to budget for health care related expenses as you are getting ready for retirement.By Jason Parker
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370 When Is The Best Time To Start Collecting Social Security
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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.By Jason Parker