Sound Retirement Radio

Latest Episodes:

399 Jason On The Free Lunch Podcast Apr 25, 2023

Show notes

I really enjoyed being a guest on the The Free Lunch Podcast. Greg and Collin make talking about investing and personal finance interesting. With their unique perspective on the topic, they make investing and finance approachable for all kinds of people - even those living in cold, wet climates like Calgary Canada! Their show is proof that personal finance and investing doesn't have to be boring or intimidating; with a good sense of humor and practical advice, they make it easy to learn about this topic. Whether you're just starting out or have been doing it for years, the Free Lunch Podcast is sure to give you something new to think about. So grab your lunch and tune in.

The Free Lunch Podcast

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398 Investment Portfolio Construction with Dr. Craig Israelsen Apr 18, 2023

Show notes

In today's podcast, I interview Dr. Craig Israelsen. We talked about the banking turmoil, investment portfolio construction, asset allocation, taking a pension vs a lump sum, how much guaranteed income is needed, when to start social security, diversification across asset classes, and when active management makes sense, should you have exposure to China? and near the end of the show we had a more philosophical discussion about what it means to live a good life and the contribution we make.

Learn more at: https://www.7twelveportfolio.com/index.shtml

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397 Create A Meaningful Family Legacy Beyond Money Apr 12, 2023

Show notes

I recently had the opportunity to speak with Heidi Thorsen, a passionate teacher of Guided Autobiography classes which she conducts via Zoom. Heidi leads classes to help people capture their life stories and turn them into meaningful memoirs that can be shared for generations to come.

If you want to learn more be sure to visit tyememoirs.com

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396 Understanding FDIC and NCUA Insurance: What You Need To Know Mar 20, 2023

Show notes

I have had a few emails and phone calls with people asking about the safety of their banks. Should they change banks? Should they diversify across banks? What's protected and so on.

So in today's show, I want to answer some of these questions and give you the resources you need to evaluate your bank or credit union and also answer the question of how much protection you have.

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395 Secure Act 2.0: The Changes You Need To Know Jan 28, 2023

Show notes

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.

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394 Tips For Successful Retirement Investing Dec 17, 2022

Show notes

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 over $650 billion in assets for institutional investors and clients of select financial advisors.

Here are some of the topics we cover in today's podcast:

Interest rates and the impact on real estate and the potential for a recession.
Is this the right time to be investing?
The difference between the stock market and the economy.
How to get out of the worry game and what it means to have a good plan.
What should investors do in a high-inflation environment.
What is the Break even Inflation Rate and why is it important?
We discuss Crypto & Bitcoin.
What does history show us about Republican vs Democrat leadership and investing in the stock market?
What are some of the drivers of higher expected returns?

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393 Investing In Retirement Nov 21, 2022

Show notes

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 allocation, diversification, and financial science when constructing a strategy for investing in retirement years cannot be understated.

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392 How To Enjoy Your Retirement With Fritz Gilbert Oct 27, 2022

Show notes

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 as he was just getting started with his blog. Since then Fritz has written a popular book called "Keys to a successful retirement" and he continues to write and publish articles on his very popular blog to talk about his journey into and through retirement. It was my good fortune to reconnect with Fritz and I am sure you are going to love this interview.

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391 Market Volatility And Buckets For A Retirement Withdrawal Oct 07, 2022

Show notes

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.

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390 Retirement Calculator - How Much Money Do I Need To Retire? Sep 19, 2022

Show notes

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 introductory price. Retirement Calculator - How Much Money Do I need To Retire?

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:

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Buy Jason's New Book: Retirement Calculator - How Much Money Do I Need To Retire?

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