Achieve clarity, confidence & freedom as you prepare for retirement.
In this podcast episode Jason shares what it means to leave a legacy and a few exercises to help you become overflowing with thankfulness.
13 min 32 sec
In this podcast episode Jason shares year end planning considerations.
17 min 20 sec
In this podcast episode Jason interviews Dan Jamison about Federal Employees who are separating from service before attaining eligibility for retirement.
50 min 42 sec
In this podcast episode Jason answers your retirement questions and shares your comments.
17 min 38 sec
In this podcast episode Jason helps you prepare for the next market crash.
26 min 27 sec
In this podcast episode Jason interviews Professor Laurence Kotlikoff who is a Professor of Economics at Boston University. Professor Kotlikoff is author or co-author of 16 books, his recent book on social security was a NY Times best seller, and he is the author of hundreds of professional articles. He developed software called MaxiFi Planner to help people make smarter financial decisions.
57 min 33 sec
In this podcast episode Jason gives you a few things to consider if you are thinking about paying off your mortgage before you retire.
15 min 8 sec
In this podcast episode Jason interviews Ethan about his summer internship and we discuss a video about attitude and the books As a Man Thinketh and The Richest Man in Babylon.
10 min 55 sec
In this podcast episode Jason interviews Bill who recently stopped working full time and he is now working part time as he makes his way into an early retirement.
40 min 10 sec
In this podcast episode Jason helps you identify if you are fully funded for retirement and how you can use retirement benchmarks to take the mystery out of retirement planning.
22 min 38 sec
In this podcast episode Jason interviews Mel about his retirement journey. Learn more at https://soundretirementplanning.com
44 min 27 sec
In this podcast episode Jason looks at the Required Minimum distribution. For all of the show notes and resources mentioned in this episode visit SoundRetirementPlanning.com What is the RMD What is the RBD What is the penalty for missing the RMD What types of accounts have an RMD When do you have to take the first RMD and subsequent RMD's How have the RMD rules changed recently How do you calculate the RMD When do people take their RMD's We explore the three different distribution tables the IRS has for calculating your RMD and which one you will need to use We will look at how the RMD changes over time Why the RMD will be decreasing starting in 2022 How might the RMD change again What are after tax contributions to an IRA and how are RMD's impacted? How to avoid paying taxes on your RMD
33 min 9 sec
In this podcast episode Jason explores why the Health Savings Account is one of the best retirement accounts.
39 min 40 sec
In this podcast episode Jason interviews Tim Adkisson, CLU, ChFC, CFP regarding the new payroll tax in Washington and how you can opt out of the tax if you own qualifying coverage.
45 min 9 sec
In this podcast episode Jason explores your net worth and helps you to compare to others your age. Visit SoundRetirementPlanning.com and click on episode 350 for links and resources mentioned in this episode.
18 min 30 sec
In this podcast episode Jason talks about what is and is not covered by Medicare.
21 min 55 sec
In this podcast episode Jason talks about worry and shares some insights that have helped him put worry in its place.
20 min 48 sec
In this podcast episode Jason explores the six numbers to consider to help you know if you are on track to retire with confidence.
17 min 58 sec
In this podcast Jason interviews Todd Schlanger, CFA. Mr. Schlanger is a senior investment strategist in Vanguard's Investment Strategy Group (ISG) where his responsibilities include research on portfolio construction and asset allocation, model portfolio development, and tailored portfolio solutions.
49 min 39 sec
In this podcast episode Jason interviews Garrett Watson about President Biden's tax policy.
44 min 14 sec
In this podcast episode Jason shares 5 budget changes to expect when you downsize in retirement.
13 min 29 sec
In this podcast episode Jason interviews Brett Warner about his experiences investing in real estate and his new podcast - Strategy Investment
39 min 27 sec
In this podcast episode Jason shares a checklist for those who are preparing for retirement.
13 min 44 sec
In this podcast episode Jason explores the why, how and when of portfolio re-balancing.
26 min 33 sec
In this podcast episode Jason shares thoughts and questions about Bitcoin.
45 min 16 sec
In this podcast episode Jason interviews Robert Keebler, CPA regarding tax planning strategies under the new rules of the Secure Act.
30 min 42 sec
In this tribute episode Jason interviews Dr. James B. Cloonan who was the founder of the American Association of Individual Investors commonly known as AAII. He died late last year at age 89.
46 min 59 sec
In this podcast episode Jason interview Ross Hjelseth about his book and podcast titled Winning Words.
49 min 45 sec
In this podcast episode Jason shares 7 simple exercises to help you plan the greatest year of your life.
17 min 45 sec
In this podcast episode Jason interviews Chris Barfield, CPA about a barbell strategy for your money when making the transition into retirement.
56 min 7 sec
A few bits of wisdom and select sayings from a good friend.
13 min 12 sec
In this podcast episode Jason interviews Paul Merriman about his new book titled We're Talking Millions, and the 12 simple ways to supercharge your retirement.
57 min 57 sec
In this podcast episode Jason interviews Christine Benz who is the director of personal finance at Morningstar, about buckets as a strategy to diversify your money as you transition into retirement.
53 min 49 sec
In this podcast episode Jason interviews Dr. Craig Israelsen about the 7Twelve portfolio. We discuss asset allocation, inflation, budgeting, rebalancing, commodities, RMD's, diversification using buckets and retirement planning.
1 hr 8 min
In this episode Jason talks about inflation and the impact it has on your purchasing power and what you can do about it.
20 min 49 sec
In this podcast episode Jason talks about flashlights and pocket knives and how they relate to retirement planning.
18 min 55 sec
In this episode Jason interviews Dan Jamison, CPA and author of the FERS guide about why the FERS survivor annuity election Is important. We also discuss how to know if you are ready to retire, what is the difference between a deferred vs postponed annuity, premium conversion for FEHB, what can a federal employee or annuitant expect when divorcing.
52 min 29 sec
In this podcast episode Jason explores a new article that was written by William Bengen about safe withdrawal rates. He gives you a few simple formula's you can use to determine if you have saved enough to retire.
30 min 4 sec
In this podcast episode Jason looks at the pros and cons of income riders on annuities. He gives you questions to ask before you purchase one of these contracts.
In this podcast episode Jason asks the question do you need long term care insurance.
30 min 44 sec
In this podcast episode Jason talks about owning gold, a market melt up, and asset based long term care. He also introduces the retirement dashboard which is the newest feature in the retirement budget calculator.
21 min 16 sec
In this podcast episode Jason discusses tax planning. For more details and show notes visit SoundRetirementPlanning.com episode #323
41 min 26 sec
In this episode Jason explores using a SPIA to increase your guaranteed income in retirement.
35 min 35 sec
In this podcast episode Jason answers a listener question about making adjustments to the 4% withdrawal rule based on your age. When is the 4% withdrawal rule applied? Should you make an adjustment to the 4% withdrawal rule based on your age at retirement?
14 min 19 sec
In this episode Jason looks at investing fees and fees you pay for advice and asks the question is it worth it. See the show notes at www.SoundRetirementPlanning.com for links to all of the research discussed.
44 min 9 sec
In this episode Jason gives you the formulas you can use to see if you have achieved financial independence.
24 min 3 sec
6 min 35 sec
In this episode Jason covers 7 of the most popular retirement withdrawal strategies. For the resources mentioned in this show please visit SoundRetirementPlanning.com Use the RetirementBudgetCalculator.com to understand the essential and discretionary expenses.
39 min 19 sec
In this show Jason explores why asset allocation is so important especially in the drawdown phase of investing.
18 min 36 sec
In this episode Jason talks about the pros and cons of strategic and tactical investment management in retirement. Be sure to visit soundretirementplanning.com for all of the links to the topics covered.
37 min 58 sec