Sound Retirement Radio

444 Beyond the Money: Building a Purposeful Retirement with Dr. Jann Freed

Dec 17, 202400:37:47Tap to summarize

In today’s podcast, I had the pleasure of interviewing Dr. Jann Freed, an expert in helping people live intentionally and reflect on their impact. Dr. Freed shared powerful insights on building meaningful relationships in the second half of life and explained how embracing the reality of our mortality can inspire us to live more fully. Her words reminded me of something my mentor used to tell me: “Jason, life is not a dress rehearsal. This is the real deal, baby. You get one shot—so give it everything you’ve got.” This conversation is a valuable reminder to approach life with purpose, passion, and a commitment to making every moment count. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #444.

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443 Retirement Investing: Why Global Diversification Matters

Dec 11, 202400:20:43Tap to summarize

In today’s podcast, I’ll be discussing retirement investing and the importance of broad global diversification. I’ll explain the reasoning behind our approach and share a few of the strategies we use to help minimize risks. Some of the core ideas I want to share with you are recency bias, home country bias, the concentration of the S&P 500, why price matters, global market capitilazation and Vanguard forecast for the next 10 years. 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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442 Favorite Things 2024

Dec 6, 202400:14:24Tap to summarize

In todays podcast I’m going to share some of my favorite things in 2024. It’s time to get your wallet out and start shopping for Christmas gifts. So I thought I'd share with you some of my favorite things as well as some of my favorite experiences. I'm so grateful that we get to do life together. Thank you for tuning into Sound Retirement Radio. I hope these ideas inspire you as you search for meaningful gifts for your loved ones and plan enjoyable moments with the people who matter most to you.

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441 First Principles Retirement Planning

Nov 26, 202400:15:20Tap to summarize

What if I told you that having a net worth of 3 million dollars was not enough to retire. In today's podcast we are going to uncover how this could happen. We’re diving into the first principles thinking and how it is applied to retirement planning and then focusing on what I believe to be the most important foundational number for a successeful retirement. At the end of todays show I am also going to give you some questions you can ask your spouse after the relatives leave and you have time to think about retirement planning over an slice of Costco's pumpkin pie. These questions will be available at SoundRetirementPlanning.com just click on episode 441. 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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#440 Reflections at 50: What I've Learned Along The Way

Nov 17, 202400:16:38Tap to summarize

I can’t believe it—I’ve officially hit the big 5-0! I was pretty sure my wife would have taken me out long before I made it this far. Not only am I still here, but in a few months, we’ll be celebrating 28 years of marriage. To mark this milestone birthday, I decided to write a list of things I’ve learned up to this point in my life. I'm writing it as if I were speaking to my kids.

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439 Investing Through Election Chaos

Oct 23, 202400:18:19Tap to summarize

One of the top concerns we're hearing from clients regarding retirement planning and investment management is the potential impact of the upcoming presidential election on their investments. In today’s podcast episode, I want to provide some historical context by looking at what has happened in the days, weeks, and years following four of the last presidential elections. For articles, links and resources mentioned in todays show visit https://soundretirementplanning.com/ 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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438 Optimize Your Retirement: Three Key Strategies for Maximizing Your Wealth

Oct 11, 202400:14:09Tap to summarize

Imagine if a few small changes to your retirement plan could result in hundreds of thousands more at the end of your life! In today’s podcast, I’m going to walk you through three powerful strategies that can optimize your plan and potentially increase your savings by hundreds of thousands of dollars. These are: Roth conversions Social Security Timing Withdrawal Order 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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437 Rethinking Mortgages: How to Avoid Costly Traps When Buying a Second Home or Downsizing

Oct 4, 202400:33:39Tap to summarize

A common consideration for people living in colder climates is purchasing a second home in a warmer region to escape the winter months. However, in March 2022, the Federal Reserve began increasing interest rates to combat inflation. This move caused many potential buyers to hit pause on their plans for a second home. Recently, on September 18, 2024, the Fed announced its first rate cut, lowering the Federal Funds rate to 4.75%-5%, marking a half-percent decrease. Mortgage rates, which had soared as high as 8%, are now starting to come down. As a result, more people are reconsidering downsizing or purchasing that second home. At the same time, there has been a rise in aggressive sales tactics from mortgage lenders. To help navigate these waters, I invited my friend Frank Ellerbroek, a seasoned mortgage broker, to join today's podcast. He’ll share his insights on the current market trends and offer advice on what to watch out for if you're thinking of financing a second home or downsizing to a more manageable property. On a personal note, Frank and I have been friends for nearly 20 years, and my firm has referred many clients to him over the years. I trust him because he consistently delivers great service, and I worked with Frank when I purchased my home. That said, whether you're considering working with Frank or someone else, I always recommend talking to more than one professional to ensure you get the best terms for your unique situation. https://vantagemortgagegroup.com/about-us/meet-the-team/frankellerbroek/ https://www.optoutprescreen.com/ 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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230 The SECURE Act with Robert S. Keebler, CPA/PFS, MST, AEP

Feb 7, 2020Tap to summarize

Jason interviews Robert about the SECURE Act. Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 250 favorable private letter rulings including several key rulings of "first impression." He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 25 years including the AICPA's: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute and is currently the chair of the AICPA's Advanced Estate Planning Conference. To learn more visit: keeblerandassociates.com

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444 Beyond the Money: Building a Purposeful Retirement with Dr. Jann Freed