Sound Retirement Radio

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 he planned for his retirement, his bucket approach...

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 finance and investing doesn't have to be boring o...

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 China? and near the end of the show we had a more...

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 Articles, Links & Resources Visit: https://soundretireme...

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 how much protection you have. Articles, Links & Res...

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 Retirement Budget Calculator LET'S CONNECT: Face...

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 over $650 billion in assets for institutional invest...

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 allocation, diversification, and financial science...

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 as he was just getting started with his blog. Sinc...

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, Links & Resources Visit: https://soundretirementplanni...

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 introductory price. Retirement Calculator - How Much M...

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 retirement, and I'm going to share it with you. Art...

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 Retirement Radio. In today's show, we talk about his rece...

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 to help people achieve their goals. You can find Ca...

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 Planning

In 2013, Eugene Fama won the Nobel Prize in Economics for his work on the efficient market hypothesis. One of his most significant contributions to investing has come from his collaboration with his colleague Kenneth French and their work in the development of Factor Models for Investing and their contribution to portfolio construction at Dimensional Fund Advisors. Asset allocation models based on...

It's been a wild ride in the stock market lately. Volatility has been on the rise, and it seems like every day brings a new headline about the stock market crashing. So what's an investor to do? I am going to give you a few tips and things to consider to help you survive stock market volatility and come out ahead in the long run! Articles, Links & Resources Visit: https://soundretirementplanning.c...

In today's podcast Jason interviews the retirement travelers John & Bev about their retirement journey and their travel in the USA and around the world. Retirement Travelers YouTube 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: S...

How much money is enough to retire?  In todays show Jason shares the formulas you can use to determine if you have saved enough. 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 Planning

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 Planning

In this podcast Jason creates a hypothetical scenario to explore  how long $1 million dollars will last in retirement. 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

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

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 Planning Let's Work Together: Parker-Financial.net

You've been hearing a lot about Roth conversions, and you're not sure if it's the right move for you. Making the decision to convert your traditional IRA to a Roth IRA can be confusing and overwhelming.  There are many factors to consider, and it's important to understand the implications of this decision before you take any action. In this podcast episode, Jason breaks down the process of convert...

In this podcast episode Jason gives you 9 questions you need to ask before you retire.