Sign in
Business
Jason Parker
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.
390 Retirement Calculator - How Much Money Do I Need To Retire?
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: Facebook LinkedIn Website Buy Jason's New Book: Retirement Calculator - How Much Money Do I Need To Retire?
25:3619/09/2022
389 The 7 Ingredients For A Sound Retirement
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 retirement, and I'm going to share it with you. 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
22:4601/09/2022
388 Real Retirement Stories - Richard
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 Retirement Radio. In today's show, we talk about his recent decision to retire and dig into the details. I'll have a link in the show notes to his book if you are interested. 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
29:5926/08/2022
387 Achieve Your Goals With Carly Tizzano
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 to help people achieve their goals. You can find Carly Tizzano online at CarlyTizzano.com 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
39:2319/08/2022
386 Stretch Your Dollars By Retiring Abroad
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
49:1202/08/2022
385 What is factor investing?
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 Dimensional Fund Advisors. Asset allocation models based on a factor-based framework have become incredibly popular in the investment community, and many investors are wondering whether or not they should incorporate factors into their retirement investment framework. 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
12:5508/07/2022
384 8 Tips For Dealing With Stock Market Volatility
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 & 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
14:4518/06/2022
383 Live Small So You Can Live Big - Retirement Travelers John & Bev
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 CONNECT: Facebook LinkedIn Website Buy Jason's Book: Sound Retirement Planning
47:0613/06/2022
382 How Much Money Is Enough To Retire?
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 Retirement Planning
12:4003/06/2022
381 Stop Worrying About Stock Market Volatility. It's Not Worth It.
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
14:3021/05/2022
380 How Long Will $1 Million Dollars Last In Retirement
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
13:3527/04/2022
379 Why Is This Happening?
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
09:2125/04/2022
378 The 7 Biggest Mistakes To Avoid When Preparing For 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 Buy Jason's Book: Sound Retirement Planning Let's Work Together: Parker-Financial.net
15:4614/04/2022
377 Roth Conversion: A Good Idea?
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 episode, Jason breaks down the process of converting a traditional IRA to a Roth IRA step-by-step, so that you can make an informed decision about whether or not this is the right move for you. For articles, links and resources mentioned in this episode visit https://soundretirementplanning.com and click on episode number 377
11:5208/04/2022
376 9 Questions To Ask Before You Retire
In this podcast episode Jason gives you 9 questions you need to ask before you retire.
16:5927/03/2022
375 The #1 Way To Ruin Your Retirement
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.
10:4721/03/2022
374 Can I Retire At 60 With 1.4 Million?
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.
10:2915/03/2022
373 Retirement Planning Tips For Married Couples
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
09:2708/03/2022
372 How Major Events Impact Investments
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 372
10:1902/03/2022
371 How Does Medicare Work?
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.
42:3328/02/2022
370 When Is The Best Time To Start Collecting Social Security
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.
49:2421/02/2022
369 How To Make A Retirement Budget
In this podcast episode Jason talks about how you can make a retirement budget. Retirement does not need to be a mystery and we teach you how to simplify it down to the 3 most important numbers.
12:1614/02/2022
368 Don't Retire From Something, Retire To Something
In this podcast episode Jason shares the story of a friend who recently retired. Why he retired and what have been a few of the highlights.
11:4907/02/2022
367 The Price We Pay
In this podcast episode Jason talks about recent stock market volatility and how volatility is the price we pay for the returns we enjoy.
15:1601/02/2022
366 The Best Is Yet To Come
In this podcast episode Jason gives you questions to consider and exercises to do to help you design a great life and plan for a wonderful year. Be sure to visit episode 366 at SoundRetirementPlanning.com for the free E-book, show notes, videos and software mentioned in this episode.
25:4319/01/2022
365 Why And How To Rollover Your 401(k) To An IRA
In this podcast episode Jason looks at the reasons why, and the mechanics of how you rollover your 401(k) to an IRA. For show notes, links and resources mentioned in the episode visit https://soundretirementplanning.com and click on episode 365.
21:3230/12/2021
364 Standing On The Shoulders Of Giants
In this podcast episode Jason shares what it means to leave a legacy and a few exercises to help you become overflowing with thankfulness.
13:3320/11/2021
363 Year-End Planning
In this podcast episode Jason shares year end planning considerations.
17:2113/11/2021
362 Federal Employees Separating From Service With Dan Jamison, CPA
In this podcast episode Jason interviews Dan Jamison about Federal Employees who are separating from service before attaining eligibility for retirement.
50:4305/11/2021
361 Questions Answers Comments From You
In this podcast episode Jason answers your retirement questions and shares your comments.
17:3328/09/2021
360 Fire Drill - Are You Ready For The Next Market Crash?
In this podcast episode Jason helps you prepare for the next market crash.
26:2816/09/2021
359 Making Smarter Financial Decisions With Professor Laurence Kotlikoff
In this podcast episode Jason interviews Professor Laurence Kotlikoff who is a Professor of Economics at Boston University. Professor Kotlikoff is author or co-author of 16 books, his recent book on social security was a NY Times best seller, and he is the author of hundreds of professional articles. He developed software called MaxiFi Planner to help people make smarter financial decisions.
57:3427/08/2021
358 Should You Pay Off Your Mortgage Before You Retire?
In this podcast episode Jason gives you a few things to consider if you are thinking about paying off your mortgage before you retire.
15:0924/08/2021
357 Investing In The Future With Ethan
In this podcast episode Jason interviews Ethan about his summer internship and we discuss a video about attitude and the books As a Man Thinketh and The Richest Man in Babylon.
10:5606/08/2021
356 Real Retirement Stories - Bill
In this podcast episode Jason interviews Bill who recently stopped working full time and he is now working part time as he makes his way into an early retirement.
40:1125/07/2021
355 Are You Fully Funded For Retirement
In this podcast episode Jason helps you identify if you are fully funded for retirement and how you can use retirement benchmarks to take the mystery out of retirement planning.
22:3923/07/2021
354 Real Retirement Stories - Mel
In this podcast episode Jason interviews Mel about his retirement journey. Learn more at https://soundretirementplanning.com
44:2817/07/2021
353 Understanding Required Minimum Distributions - RMD
In this podcast episode Jason looks at the Required Minimum distribution. For all of the show notes and resources mentioned in this episode visit SoundRetirementPlanning.com What is the RMD What is the RBD What is the penalty for missing the RMD What types of accounts have an RMD When do you have to take the first RMD and subsequent RMD's How have the RMD rules changed recently How do you calculate the RMD When do people take their RMD's We explore the three different distribution tables the IRS has for calculating your RMD and which one you will need to use We will look at how the RMD changes over time Why the RMD will be decreasing starting in 2022 How might the RMD change again What are after tax contributions to an IRA and how are RMD's impacted? How to avoid paying taxes on your RMD
33:1012/07/2021
352 The Ultimate Podcast On Health Savings Accounts - HSA
In this podcast episode Jason explores why the Health Savings Account is one of the best retirement accounts.
38:3025/06/2021
351 New LTC Payroll Tax In Washington State
In this podcast episode Jason interviews Tim Adkisson, CLU, ChFC, CFP regarding the new payroll tax in Washington and how you can opt out of the tax if you own qualifying coverage.
45:1011/06/2021
350 Your Net Worth - How Do You Compare?
In this podcast episode Jason explores your net worth and helps you to compare to others your age. Visit SoundRetirementPlanning.com and click on episode 350 for links and resources mentioned in this episode.
18:3102/06/2021
349 What Does Medicare Cover In Retirement
In this podcast episode Jason talks about what is and is not covered by Medicare.
21:5624/05/2021
348 Worry
In this podcast episode Jason talks about worry and shares some insights that have helped him put worry in its place.
20:4918/05/2021
347 Your Freedom Number
In this podcast episode Jason explores the six numbers to consider to help you know if you are on track to retire with confidence.
17:5930/04/2021
346 Vanguard Asset Allocation with Todd Schlanger, CFA
In this podcast Jason interviews Todd Schlanger, CFA. Mr. Schlanger is a senior investment strategist in Vanguard's Investment Strategy Group (ISG) where his responsibilities include research on portfolio construction and asset allocation, model portfolio development, and tailored portfolio solutions.
49:4022/04/2021
345 President Biden Tax Policy with Garrett Watson From The Tax Foundation
In this podcast episode Jason interviews Garrett Watson about President Biden's tax policy.
44:1517/04/2021
344 Five Budget Changes To Expect When You Downsize In Retirement
In this podcast episode Jason shares 5 budget changes to expect when you downsize in retirement.
13:3005/04/2021
343 Strategy Investment with Brett Warner
In this podcast episode Jason interviews Brett Warner about his experiences investing in real estate and his new podcast - Strategy Investment
39:2805/04/2021
342 Pre-Retirement Checklist
In this podcast episode Jason shares a checklist for those who are preparing for retirement.
13:4525/03/2021
341 Buy Low Sell High
In this podcast episode Jason explores the why, how and when of portfolio re-balancing.
26:3417/03/2021