Sound Retirement Radio

Latest Episodes:

429 Unlock Retirement Confidence: The 3 Numbers You Must Know May 21, 2024

Show notes

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.

428 Donor Advised Funds with HighGround Advisors May 06, 2024

Show notes

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/

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Jason's Books: Sound Retirement Planning Retirement Calculator: How Much Money Do I need To Retire?

427 Your Best Financial Life with Anne Lester Apr 24, 2024

Show notes

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.

Jason's Journey: How Pickleball Helped Me Lose 20 Pounds In 4 Months (+ Belly Fat) Apr 18, 2024

Show notes

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.

425 Biblical Stewardship with Tim Tenbrink Mar 28, 2024

Show notes

In this Easter special episode, Jason welcomes Tim Tenbrink as a guest to delve into the topic of biblical stewardship.

424 Finding Clarity: Your Roadmap to a Fulfilling Retirement Mar 20, 2024

Show notes

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

423 To Sell or Not to Sell? Evaluating Your Rental Property's Role in Retirement Mar 13, 2024

Show notes

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.

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.

422 Pursuing Higher Expected Returns with Wes Crill PhD Feb 16, 2024

Show notes

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.

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.

421 Will The Stock Market Crash In 2024? Jan 02, 2024

Show notes

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.

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.

For article links and resources mentnioned in todays podcast visit:

https://soundretirementplanning.com

420 How Do Presidents Impact The Stock Market? Nov 29, 2023

Show notes

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/

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