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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. Jas ...
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This special episode because I wanted to address some of the concerns we are hearing from people regarding stock market volatility and some of the news headlines. The title of this episode is "Down But Not Out". The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentiall…
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How much money do you need to retire? What impact will inflation have on your retirement? When should you start social security? How long will your money last? These are the topics I cover in my book and as we prepare to launch the audio version of the book I am giving you one chapter per week as a podcast episode. In episode 409, we delve into the…
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408 Chapter 4 How Long Does Your Money Need To Last
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How long does your money need to last? In this chapter I discuss longevity and some of the tools you can use to estimate your life expectancy. Click here for a video on how to use the Society of Actuaries Longevity Calculator. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error c…
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I'm excited to announce the upcoming release of the audio version of my book, "Retirement Calculator: How much money do I need to retire?". As a token of appreciation to our podcast listeners, I'll be unveiling one chapter per week as a podcast episode. In essence, over the course of the next 13 weeks, you'll have the opportunity to enjoy the entir…
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406 Chapter 2 Achieving Financial Independence
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I'm excited to announce the upcoming release of the audio version of my book, "Retirement Calculator: How much money do I need to retire?". As a token of appreciation to our podcast listeners, I'll be unveiling one chapter per week as a podcast episode. In essence, over the course of the next 13 weeks, you'll have the opportunity to enjoy the entir…
…
continue reading
I'm excited to announce the upcoming release of the audio version of my book, "Retirement Calculator: How much money do I need to retire?". As a token of appreciation to our podcast listeners, I'll be unveiling one chapter per week as a podcast episode. In essence, over the course of the next 13 weeks, you'll have the opportunity to enjoy the entir…
…
continue reading
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404 5 Smart Reasons To Start Social Security Early
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In today's podcast, I am going to explain why it's important to think carefully before claiming your social security benefits and why starting social security at age 62 may not always be the best choice. For Articles, Links & Videos and Resources Visit: https://soundretirementplanning.com/ We're on YouTube! VIDEO: The Shocking Truth About When To S…
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403 How To Evaluate The Lump Sum vs Annuity Pension Option: Pros And Cons
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A common question we receive is whether it's better to choose the lump sum or the pension. In today's podcast, I want to give you several of the things we are looking at when helping people make this decision about whether to take a lump sum or a pension. In addition to the questions and framework for making this decision, I created a video that we…
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402 Don't Get Killed On Taxes With Steven Jarvis, CPA, MBA
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Most people tell me they don’t mind paying their fair share in taxes but they don’t want to pay more than their fair share. If you are interested in strategies to reduce your taxes in retirement I think you are going to love this episode. In today's podcast episode I interviewed Steven Jarvis who is the co author of the book “Don’t get killed on ta…
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401 To Insure Or Not To Insure? Decoding The Need For Long Term Care Insurance
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One of the major things that can derail a good retirement plan is experiencing a healthcare event that doesn't kill you but requires you to need care for an extended time. The healthcare events that could cause you to need long-term care range from frailty and aging, recovering from an accident, having a stroke, getting cancer, getting Parkinson's …
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400 The Shocking Truth About Early Retirement With Joe Kuhn
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I always like to find people who are on this retirement journey and let them share their stories. Today, I'm speaking with Joe Kuhn - a 58-year-old retiree who has been sharing his experiences being retired for the past several years on his YouTube channel. He retired at 54 and had a retirement budget of 8k per month. Joe will be talking about how …
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I really enjoyed being a guest on the The Free Lunch Podcast. Greg and Collin make talking about investing and personal finance interesting. With their unique perspective on the topic, they make investing and finance approachable for all kinds of people - even those living in cold, wet climates like Calgary Canada! Their show is proof that personal…
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398 Investment Portfolio Construction with Dr. Craig Israelsen
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In today's podcast, I interview Dr. Craig Israelsen. We talked about the banking turmoil, investment portfolio construction, asset allocation, taking a pension vs a lump sum, how much guaranteed income is needed, when to start social security, diversification across asset classes, and when active management makes sense, should you have exposure to …
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397 Create A Meaningful Family Legacy Beyond Money
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I recently had the opportunity to speak with Heidi Thorsen, a passionate teacher of Guided Autobiography classes which she conducts via Zoom. Heidi leads classes to help people capture their life stories and turn them into meaningful memoirs that can be shared for generations to come. If you want to learn more be sure to visit tyememoirs.com Articl…
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396 Understanding FDIC and NCUA Insurance: What You Need To Know
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I have had a few emails and phone calls with people asking about the safety of their banks. Should they change banks? Should they diversify across banks? What's protected and so on. So in today's show, I want to answer some of these questions and give you the resources you need to evaluate your bank or credit union and also answer the question of h…
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395 Secure Act 2.0: The Changes You Need To Know
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In today's podcast, I will give you an overview of not only how the RMDs have changed again, but a few of the other changes brought about as a result of the new Secure Act 2.0 that was signed into law on December 29, 2022. Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY? Be sure to check out the…
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394 Tips For Successful Retirement Investing
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I was at a conference recently and one of the speakers was Apollo Lupescu PhD. He did a great job of taking the technical aspects of investing and making them relatable and understandable and so I asked him to be a guest on today's show. Apollo is a highly regarded speaker from Dimensional Fund Advisors, a premier global investment firm managing ov…
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You may want to consider changing your investment strategy when you retire. As you approach retirement, your investment goals will shift from accumulation to preservation and income. Using investments to supplement your income in retirement can help you maintain your lifestyle and make the most of your hard-earned savings. The importance of asset a…
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392 How To Enjoy Your Retirement With Fritz Gilbert
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In 2015 Fritz Gilbert had just started his blog called the Retirement Manifesto and at the time he was sharing our Sound Retirement Radio podcasts on Facebook. I reached out to him to see if he wanted to share his story on Sound Retirement Radio. I'll post this original interview in the show notes if you want to take a trip back in time and listen …
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391 Market Volatility And Buckets For A Retirement Withdrawal
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Market volatility can be incredibly stressful for those who are approaching retirement or are already retired. In September, we saw a sharp decline in the stock market, leaving many investors feeling worried about their financial future. However, there are retirement strategies that can help mitigate the effects of market volatility. Articles, Link…
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390 Retirement Calculator - How Much Money Do I Need To Retire?
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The #1 question people have as they prepare for retirement is "Have I saved enough?" In this podcast episode Jason discusses his new book and explains how you can remove the guesswork so that you can enjoy a Sound Retirement. Jason's new book is now available exclusively on Amazon and for a limited time you can purchase the book at a very low intro…
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389 The 7 Ingredients For A Sound Retirement
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Are you nearing retirement age and feeling a little anxious about it? You're not alone. A lot of people feel this way, even if they have been planning for retirement for years. High inflation, rising interest rates, and stock market volatility have made retirement planning more difficult than ever. But don't despair. There is a recipe for a sound r…
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Are you ready to retire? Are you ready to retire? For today's podcast, I am interviewing a friend of mine who retired recently. Many of you will recognize Richard Tizzano, as he is an expert in Elder Law and estate planning, he is the author of a wonderful book on the subject called Accidental Safari and he has been a regular guest on Sound Retirem…
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387 Achieve Your Goals With Carly Tizzano
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Today's show is about setting and achieving goals. Goals are direction. Goals are about focus. Where we focus is where our life goes. Even if you don't achieve the goals it is good to be moving in the right direction. In today's show, I invited Carly Tizzano to be our guest. Carly is the host of the resolve podcast and she has a coaching business t…
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386 Stretch Your Dollars By Retiring Abroad
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Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY? Be sure to check out the Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website Buy Jason's Book: Sound Retirement PlanningBy Jason Parker
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