Sound Retirement Radio podcast

#Trading #Business #Jason Parker #Investing #Retirement #Retirementplanning #Soundretirementradio

32:17

Jay is more than just the host of All About Change podcast. He is a lawyer and international activist, who has focused his life’s work on seeking social justice by advocating for the rights of people with disabilities worldwide. On the special episode of All About Change, Mijon Zulu, the managing producer of the "All About Change" podcast, is taking over hosting duties to interview Jay Ruderman about his new book, his activist journey, and why activism is even more important today. Episode Chapters (0:00) intro (02:38) How does one choose a cause to go after? (03:33) Jay’s path to activism (07:50) Practical steps a new activist can take (09:24) Confrontation vs trolling (17:36) Learning from activists operating in different sectors (19:20) Resilience in activism (22:24) Reflections on Find Your Fight and goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

Sound Retirement Radio

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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. 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.

445 episódios

Sound Retirement Radio

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updated há 2 dias

Home de séries•Feed

445 episódios

#Trading #Business #Jason Parker #Investing #Retirement #Retirementplanning #Soundretirementradio

Todos os episódios

1
452 Buckle Up: Navigating Market Volatility 13:08

há 2 dias13:08

13:08

If you're feeling stressed about what's happening in the market right now—you're not alone. Market volatility never feels good, but there is a better way to invest: one grounded in planning, discipline, and long-term thinking. In today’s episode, I’ll share 8 important things to consider as you navigate this market, so you can make confident decisions and stay focused on what truly matters. Learn more at https://soundretirementplanning.com/…

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451 The Risk You're Not Getting Paid For 10:46

há 10 dias10:46

10:46

I recently came across a fascinating paper by Hendrik Bessembinder titled “Which U.S. Stocks Generated the Highest Long-Term Returns?” The research is based on nearly 100 years of stock market history, and it delivers some surprising and important lessons for retirees.

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450 Margins Of Safety 20:00

há 17 dias20:00

20:00

When markets get wobbly, people panic. It’s natural. We’ve all seen it—headlines screaming recession, market crashes, and doomsday predictions. The fear can be overwhelming. But what if I told you that you could structure your retirement investments in a way that makes all of this noise irrelevant? That’s what today’s episode is about—building Margins of Safety so you can worry less and live more.…

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449 Expert Investing Insights with Eduardo Repetto, Ph.D. Avantis Investors 58:18

há 23 dias58:18

58:18

I’m so glad you’re joining me for episode 449, where I have the privilege of interviewing Eduardo Repetto, Chief Investment Officer at Avantis. In today’s episode, we dive into recent market volatility, Warren Buffett’s growing cash reserves, and the investment philosophy behind Avantis Investors. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #449. I created the Retirement Budget Calculator as a tool to help people build a solid retirement plan. Rather than making the tool exclusive to our clients, I decided to make it available to everyone because I believe all Americans deserve a well-thought-out retirement plan. Once you have a retirement plan, the next step is developing an investment strategy that aligns with your goals. That’s where Parker Financial comes in—we help clients implement an investment strategy. To help you understand our approach, I’ve just finished creating a new ebook that explains our investment philosophy. You can download it for free by visiting RetirementBudgetCalculator.com. Just look for the "Invest" button in the upper right-hand corner, and you’ll get access to my new ebook called "Investing in Retirement."…

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448 How To Set Up A Foundation And Endowment For Your Christian School 55:06

há 6 weeks55:06

55:06

In 2019, two pastors from my church approached me with a request: would I be willing to create a foundation or endowment to raise money for the Christian school our church operates? Without hesitation, I said yes. Both of my children had attended the school, and it had a profound impact on our family. While I had experience serving on nonprofit boards, I had never started a nonprofit from scratch. This was entirely new territory. I spent the first year immersed in research—consulting legal experts, meeting with our church’s board of elders, and speaking with leaders from other schools that had established foundations. Then, in October 2020, I was introduced to Ross Hjelseth. Ross had served as the head of schools at Life Christian Academy in Tacoma, WA, where he helped establish their foundation. His coaching and consulting played a crucial role in helping us navigate the process and make meaningful progress. Having gone through this experience—and after receiving multiple inquiries from others looking to do something similar—I realized it would be valuable to record a podcast on the topic. My goal is to provide a roadmap for anyone considering starting a foundation, helping them move forward more efficiently. In today’s episode, I’m joined by Ross to discuss the process, key steps, and timeline involved. While Qualified Charitable Distributions (QCDs) and Donor-Advised Funds (DAFs) are sufficient for most people's charitable giving, for those interested in establishing a foundation, this conversation is for you. I hope you find it helpful. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #448. 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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447 Qualified Charitable Distributions: A Powerful Retirement Strategy 10:59

há 8 weeks10:59

10:59

Imagine you could give to charity, lower your tax bill, and satisfy your Required Minimum Distributions—all at the same time. Most retirees don’t realize that there’s a smarter way to donate to charity using their IRA. In today’s episode, I’ll show you how one simple strategy—Qualified Charitable Distributions—can save you thousands in taxes while supporting the causes you care about. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #447. 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 research 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.…

1
446 Understanding WEP and GPO: What the New Law Means for Social Security 17:46

há 10 weeks17:46

17:46

Big 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.…

1
445 Taking Stock and Gearing Up 19:42

há 14 weeks19:42

19:42

In 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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444 Beyond the Money: Building a Purposeful Retirement with Dr. Jann Freed 37:47

há 16 weeks37:47

37:47

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.…

1
443 Retirement Investing: Why Global Diversification Matters 20:43

há 17 weeks20:43

20:43

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.…

1
442 Favorite Things 2024 14:24

há 17 weeks14:24

14:24

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.…

1
441 First Principles Retirement Planning 15:20

há 19 weeks15:20

15:20

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.…

1
#440 Reflections at 50: What I've Learned Along The Way 16:38

há 20 weeks16:38

16:38

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 18:19

há 24 weeks18:19

18:19

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.…

1
438 Optimize Your Retirement: Three Key Strategies for Maximizing Your Wealth 14:09

há 25 weeks14:09