))
With over 2 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. Jas ...
…
continue reading
1
435 Pay Off Your Mortgage at Retirement or Invest? Pros and Cons Explained!
16:44
16:44
Play later
Play later
Lists
Like
Liked
16:44
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 …
…
continue reading
1
434 Managing Expectations and Embracing Volatility: Insights from 20 Years of Market Data
10:22
10:22
Play later
Play later
Lists
Like
Liked
10:22
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.By Jason Parker
…
continue reading
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.By Jason Parker
…
continue reading
1
432 Navigating Your Financial Future: A Comprehensive Guide to Managing Retirement Income
18:14
18:14
Play later
Play later
Lists
Like
Liked
18:14
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 Retirem…
…
continue reading
1
431 Exploring Reverse Mortgages: Pros, Cons, and Real-World Insights
55:56
55:56
Play later
Play later
Lists
Like
Liked
55:56
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 a…
…
continue reading
1
430 Mastering HSAs: Tips for 2024 and Beyond
31:26
31:26
Play later
Play later
Lists
Like
Liked
31:26
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 th…
…
continue reading
1
429 Unlock Retirement Confidence: The 3 Numbers You Must Know
40:11
40:11
Play later
Play later
Lists
Like
Liked
40:11
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. I…
…
continue reading
1
428 Donor Advised Funds with HighGround Advisors
53:16
53:16
Play later
Play later
Lists
Like
Liked
53:16
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 com…
…
continue reading
1
427 Your Best Financial Life with Anne Lester
1:09:20
1:09:20
Play later
Play later
Lists
Like
Liked
1:09:20
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 insigh…
…
continue reading
1
Jason's Journey: How Pickleball Helped Me Lose 20 Pounds In 4 Months (+ Belly Fat)
21:26
21:26
Play later
Play later
Lists
Like
Liked
21:26
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 …
…
continue reading
1
425 Biblical Stewardship with Tim Tenbrink
23:28
23:28
Play later
Play later
Lists
Like
Liked
23:28
In this Easter special episode, Jason welcomes Tim Tenbrink as a guest to delve into the topic of biblical stewardship.By Jason Parker, Tim Tenbrink
…
continue reading
1
424 Finding Clarity: Your Roadmap to a Fulfilling Retirement
1:05:12
1:05:12
Play later
Play later
Lists
Like
Liked
1:05:12
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.…
…
continue reading
1
423 To Sell or Not to Sell? Evaluating Your Rental Property's Role in Retirement
17:54
17:54
Play later
Play later
Lists
Like
Liked
17:54
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. I…
…
continue reading
1
422 Pursuing Higher Expected Returns with Wes Crill PhD
48:10
48:10
Play later
Play later
Lists
Like
Liked
48:10
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…
…
continue reading
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 level…
…
continue reading
1
420 How Do Presidents Impact The Stock Market?
8:57
8:57
Play later
Play later
Lists
Like
Liked
8:57
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 CONNE…
…
continue reading
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 t…
…
continue reading
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 comprehe…
…
continue reading
1
417 Chapter 12 Hiring A Financial Advisor
30:27
30:27
Play later
Play later
Lists
Like
Liked
30:27
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 offer, we examine studies conducted by Canada, Vanguard, Morningstar, and Envestnet PMC. Hiring a financial a…
…
continue reading
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 Medicare, when should you enroll? How much should you budget for Medicare? Insurance often stands out as th…
…
continue reading
1
415 Chapter 10 Rebalance Or Buy Low Sell High
15:03
15:03
Play later
Play later
Lists
Like
Liked
15:03
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 to think more about how your investments can generate cash flow and you will likely feel the need to reduce…
…
continue reading
1
414 Chapter 9 Why Asset Allocation Is So Important
20:58
20:58
Play later
Play later
Lists
Like
Liked
20:58
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 accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let th…
…
continue reading
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 additional back testing of a bucket strategy using a bucket simulator that one of our RBC community member…
…
continue reading
1
411 Chapter 7 Retirement Withdrawal Strategies
16:47
16:47
Play later
Play later
Lists
Like
Liked
16:47
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 interest and never touching the principal. There are pros and cons to each of these strategies but at the…
…
continue reading
In Chapter 6, we dive into the crucial decision of when to start claiming social security benefits. For many individuals, this choice can determine whether they have sufficient funds for retirement or face financial challenges later on. Implementing an effective social security claiming strategy can potentially result in an additional $50,000 to $1…
…
continue reading
