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Sound Retirement Radio

Sound Retirement Radio

Jason Parker
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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.

470 - #440 Reflections at 50: What I've Learned Along The Way
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  • 470 - #440 Reflections at 50: What I've Learned Along The Way

    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.

    Sun, 17 Nov 2024 - 16min
  • 469 - 439 Investing Through Election Chaos

    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.

     

    Wed, 23 Oct 2024 - 18min
  • 468 - 438 Optimize Your Retirement: Three Key Strategies for Maximizing Your Wealth

    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.

     

    Fri, 11 Oct 2024 - 14min
  • 467 - 437 Rethinking Mortgages: How to Avoid Costly Traps When Buying a Second Home or Downsizing

    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.

     

    Fri, 04 Oct 2024 - 33min
  • 466 - 436 Martin’s Journey: A Real Retirement Story

    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.

     

    Fri, 27 Sep 2024 - 57min
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