Sound Retirement Radio Jason Parker

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.
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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.
 
 
 

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.

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

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

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.
 
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.