Investing and retirement planning to help you achieve clarity, confidence and freedom as you prepare for and transition into and through retirement.
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.
In this podcast episode Jason interviews Brett Warner about his experiences investing in real estate and his new podcast - Strategy Investment
In this podcast episode Jason shares a checklist for those who are preparing for retirement.
Buy Low Sell High
In this podcast episode Jason explores the why, how and when of portfolio rebalancing.
The Truth About Bitcoin
In this podcast episode Jason shares and thoughts and questions about Bitcoin.
Tax Planning for IRA's with Robert Keebler, CPA
In this podcast episode Jason interviews Robert Keebler, CPA regarding tax planning strategies under the new rules of the Secure Act.
Customer ReviewsSee All
One of the best
JP is among the most thoughtful advisors in the Podcast arena. Not only is he skilled in money management, but wise in the search for happiness.
#1 Retirement podcast
This is a great podcast if you are interested in retiring early or just need help understanding the best way to manage your money.
This is an excellent podcast! Jason is a fabulous host and wealth of knowledge! Highly recommend!