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…
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Take The Assessment: SoundRetirementScore.com In today's podcast, I want to share a brand-new tool we've created to help you evaluate whether you're on track for retirement. Many people think retirement planning comes down to a single number: How much have I saved? But that's only part of the picture. There are actually four key areas you need to understand as you prepare for retirement. In…
I was at a speaking engagement this week, and we received several questions from the audience about Social Security. Questions like: When should I start Social Security—at 62 or 67? How do spousal benefits work? Will Social Security be there for me? In today's podcast, Tim and I discuss these important questions. We also talk about a new survey from the Reagan National Institute that found many…
Everyone wants to invest in the next hot thing. Today, it's SpaceX. Tomorrow, it might be OpenAI or Anthropic. Twenty-five years ago, it was Pets.com. More recently, investors have chased the excitement around Bitcoin, GameStop, AMC, and other "can't-miss" opportunities. The names change, but human nature doesn't. To find links and resources mentioned in today's podcast, visit…
In today's episode, Jason welcomes Tim Tenbrink, CFP®, financial planner at Parker Financial, for a conversation about some of the most common concerns facing people as they prepare for retirement. From navigating stock market volatility to estate planning and everything in between, they share practical insights drawn from real conversations with retirees and those nearing retirement. Enjoy this…
Social Security is an incredible benefit. It's inflation-adjusted income, it can be tax-efficient, and it includes spousal and survivor benefits. For many retirees, it becomes one of the most valuable financial assets they have. But determining the best time to start Social Security is more complicated than simply using an online calculator that tells you how to get the largest check. To find…
I just got back from a trip to Maui with my wife and daughter… and it hit me— My wife and I are about to become empty nesters. For the first time in 29 years… life is about to change in a really big way. And this trip gave me some perspective that I didn't expect… about money, about being present, and about what really matters as we move into the next phase of life. To find links and resources…
Today we're going to talk about your net worth, a number that everyone has but very few really know what it is and even fewer people truly understand what it means when it comes to retirement. This episode gets us back on track with the 2026 Retirement Challenge. Each episode in this series focuses on one step you can take to determine whether you're ready to retire in 2026. If you're already…
I'm going to take a short break from our theme for the year—the 2026 Retirement Challenge—because I want to address a concern I'm hearing from many people right now: the fear about war and how it might impact their investments. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on Episode #470. When you work with Parker Financial , our advisors…
This is the first exercise of the 2026 retirement challenge that most people actually enjoy. The first episode was all about purpose and understanding why you will retire. The second episode was about spending. I've discovered that most people really don't like the word budget. Today we're going to add up how much guaranteed income you will have in retirement. To find links and resources mentioned…
If there were no spending, there would be no need for investments. No portfolios. No Monte Carlo simulations. No withdrawal strategies. No Social Security timing debates. Because the entire purpose of money in retirement is spending. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on Episode #468. When you work with Parker Financial , our…
