Podcast
Sound Retirement Radio
Hosted by Jason Parker · EN
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.
29episodes
Episodes
Newest firstAll episodes
467 An Important Announcement About The Retirement Budget Calculator
Feb 200:08:57Tap to summarizeIn this episode, Jason shares an important announcement about the future of the Retirement Budget Calculator. He explains why the tool will no longer be available to new public users, what this means for existing users and Parker Financial clients, and the lessons learned from nearly a decade of building retirement planning software. Jason also reflects on how this decision supports a renewed focus on delivering deep planning and investment management for the families he serves.
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#466 The 2026 Retirement Challenge: Start With Why
Jan 1400:16:32Tap to summarizeWe are going to start the year off with a podcast series called "The 2026 Retirement Challenge". The idea is that each podcast I am going to bring you one thing to work on so that by the end of the series you will know if you are ready to retire and if the numbers will work. Most retirement planning starts with a number. "How much do I need?" "When can I retire?" "Am I going to run out of money?" Those are important questions — and we'll get to all of them in this retirement challenge. But today, I want to start somewhere else. Because here's what I've seen after years of working with retirees: Retirement isn't just a financial transition, it's a life transition. That's why the first step in the 2026 Retirement Challenge isn't about Social Security, taxes, or investments. It's about your why. Why are you retiring? What are you retiring to? And what kind of life do you actually want to design?
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465 The Year in Review — and Preparing for the Year Ahead
Dec 1500:14:48Tap to summarizeIn today's podcast, I want to take a few minutes to look back on 2025…and then use what we learned to prepare for 2026.
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464 Let's Talk About Gold - Should You Own It?
Nov 1400:30:26Tap to summarizeGold is up more than 50% year-to-date. Costco has been selling gold bars that fly off the shelves. The Discovery Channel's hit show Gold Rush draws millions of viewers. And central banks around the world have been buying gold at record levels. Demand is high—and the price reflects it. So in today's podcast, I want to dive into all things gold: what it is, what makes it valuable, why people invest in it, and my own philosophy about owning it. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #464. 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 journey. 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.
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463 The New Enhanced Senior Deduction
Oct 2100:15:47Tap to summarizeIn today's podcast, I want to talk about the new Enhanced Senior Deduction that was passed and signed into law on July 4th, 2025. If you are 65 years old or older—or will be turning 65 sometime between 2025 and 2028—you'll want to understand how this works and how it could impact your retirement plan. If you are not yet 65 but you know someone who is, be sure to send them a link to this episode. For articles links and resources mentioned in todays show visit https://soundretirementplanning.com/ and click on episode 463
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462 Is A Market Crash Coming?
Oct 800:14:55Tap to summarizeI'm really excited about today's episode because I want to speak directly to the anxiety that so many of you are feeling — and that you've been sharing with me lately. The title of today's show is "Is a Market Crash Coming?" It's a question I hear often, and I completely understand why. The headlines can be overwhelming, the markets feel unpredictable, and it's easy to wonder what's next. In today's episode, I want to talk about what you can do when you start to worry about how the market is going to perform — and, more importantly, what actions you can take to protect your peace of mind and your financial future. To find links, resources and the transcipt mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #462. 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.
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461: Four Reasons Good People Fail at Retirement—and How to Avoid Them
Sep 2400:09:27Tap to summarizeSo I've met a lot of people over the years who have over prepared for retirement, and I've met others where I had to say, I'm sorry, you need to keep working. Unfortunately, I've seen good hardworking people, people who have saved, invested, and tried their best. They're still unable to retire, and the question's why?Today, I want to share the 4 biggest traps that keep people from retiring… and how you can avoid them. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #461. 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.
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460 What Do You Want?
Sep 300:13:22Tap to summarizeToday's podcast has three parts: first, a simple question to help you gain clarity; second, a common financial mistake we see—and how to fix it; and third, practical investing moves you can take right now. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #460. 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.
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446 Understanding WEP and GPO: What the New Law Means for Social Security
Jan 24, 202500:17:46Tap to summarizeBig changes are on the horizon for retirees impacted by the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). The Social Security Fairness Act, signed into law on January 5, 2025, is expected to increase benefits for millions of retirees while introducing new challenges for the Social Security system. In todays podcast, I will break down what this means for you and how to adapt your retirement strategy to these changes. Plus, be sure to listen to the end to learn about our new updates to the Retirement Budget Calculator that help you stress-test your Social Security strategy. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #443.. 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.
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445 Taking Stock and Gearing Up
Jan 2, 202500:19:42Tap to summarizeIn todays podcast I am going to examine how the S&P500 historically has performed after back to back years of 20% plus gains. We are going to look at an interesting recent story about retirement, wealth and contentment. I am going to share a couple of good financial habbits for you to consider as you kick off the new year. I want to share with you a few milestones we accomplished this year and I will give you the top episode downloads for Sound Retirment Radio for 2024. And finally I want to share with you what my crystal ball is showing regarding investing as we kick off 2025. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #445.. 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.
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