150 episodes

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.

Sound Retirement Radio Jason Parker

    • Business
    • 4.3 • 372 Ratings

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.

    To Sell or Not to Sell? Evaluating Your Rental Property's Role in Retirement

    To Sell or Not to Sell? Evaluating Your Rental Property's Role in Retirement

    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.
     

    • 17 min
    422 Pursuing Higher Expected Returns with Wes Crill PhD

    422 Pursuing Higher Expected Returns with Wes Crill PhD

    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.
    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.
     

    • 48 min
    Will The Stock Market Crash In 2024?

    Will The Stock Market Crash In 2024?

    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.
    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.
     For article links and resources mentnioned in todays podcast visit:
    https://soundretirementplanning.com

    • 11 min
    How Do Presidents Impact The Stock Market?

    How Do Presidents Impact The Stock Market?

    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/
    We're on YouTube!

    Are you DIY?  Be sure to check out the Retirement Budget Calculator

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    • 8 min
    419 Favorite Things 2023

    419 Favorite Things 2023

    In todays podcast I'm going to share some of my favorite things in 2023. You will notice I'm releasing this episode on Black Friday. It's time to get your wallet out and start shopping. This time of year give me a bit of anxiety because I'm not very good at buying gifts. I remember when Oprah used to do her Favorite things TV show and everyone in the audience would receive gifts, well no such luck in todays podcast you guys are not getting anything other than ideas. But finding the perfect gift for people can be difficult so I wanted to share with you some of my favorite things from 2023 and maybe inspire you to think of a gift ideas for the special people in your life.
    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.
     

    • 17 min
    Chapter 13 Final Thoughts

    Chapter 13 Final Thoughts

    We made it. Following today's podcast, I am excited to announce that all 13 chapters of my latest book have been recorded and released as a free podcast exclusively for you, our listening community. Soon we will be releasing the audiobook. If you listen to, or read the entire book you will notice that it starts with a basic framework for a comprehensive retirement financial plan and each chapter builds on the next.
    I sure appreciate the opportunity to teach you the concepts, ideas and strategies that will help you have an amazing retirement. We have some incredible things scheduled for 2024. Having surpassed 1 million podcast downloads and with thousands of individuals utilizing our retirement budget calculator, we are expanding our team at Parker Financial, to provide even greater assistance to individuals seeking investment management and retirement planning in 2024. Our aim is to empower more people than ever before. It's going to be an amazing year.
    As we approach Thanksgiving, I just want to let you know how much I appreciate you. Thank you for telling your friends about the podcast and sharing the books and retirement budget calculator with the people you care about. I sure appreciate you.
    With Christmas around the corner I am going to steel an idea from Oprah Winfrey and next week I am going to share with you some of my favorite things from 2023. From gadgets, to books, kitchen equipment, pickleball gear and clothes. If you find it difficult to come up with creative gift ideas I think you will enjoy next week's podcast.
     

    • 7 min

Customer Reviews

4.3 out of 5
372 Ratings

372 Ratings

bob0828 ,

Great podcast

Always learn something new!

mr_guns ,

Sound Advice Which is Easy to Follow

I love the Sound Retirement Planning podcast. The podcast covers a wide variety of topics for retirement planning. I have the book written by Jason too and love it. He also has a financial calculator that can used for free, or for more advanced features there is a paid version (which I have). By listening to his advice I was confident enough with my finances to retire early. Highly recommned this podcast.

Sarita7981 ,

Good podcast

I have been listeningTo this podcast for several years now and I really enjoyed the insights and the topics. Keep it going.

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