Cover image of Sound Retirement Radio
(95)

Rank #151 in Investing category

Business
Education
Investing

Sound Retirement Radio

Updated 9 days ago

Rank #151 in Investing category

Business
Education
Investing
Read more

Achieve clarity, confidence and freedom as you prepare for retirement.

Read more

Achieve clarity, confidence and freedom as you prepare for retirement.

iTunes Ratings

95 Ratings
Average Ratings
60
10
8
7
10

Excellent

By lle-encinitas - Jun 17 2019
Read more
I appreciated the clear explanation on annuities.

New to Show

By Irishman84 - Apr 14 2019
Read more
Just started listening. Really good stuff. More...more... more!

iTunes Ratings

95 Ratings
Average Ratings
60
10
8
7
10

Excellent

By lle-encinitas - Jun 17 2019
Read more
I appreciated the clear explanation on annuities.

New to Show

By Irishman84 - Apr 14 2019
Read more
Just started listening. Really good stuff. More...more... more!

Listen to:

Cover image of Sound Retirement Radio

Sound Retirement Radio

Updated 9 days ago

Read more

Achieve clarity, confidence and freedom as you prepare for retirement.

161 Is a ROTH conversion right for you?

Podcast cover
Read more

Jason and Emilia discuss ROTH conversions and if and when to use them when planning for your retirement.

Feb 24 2018

24mins

Play

219 Three Numbers You Must Know To Retire With Confidence

Podcast cover
Read more

Jason and Emilia discuss the 3 most important numbers you need to know in retirement. 

Oct 10 2019

25mins

Play

138 Seven Steps To A Sound Retirement Plan

Podcast cover
Read more

Jason and Emilia discuss seven steps to creating a sound retirement plan.

Jul 21 2017

25mins

Play

156 Your Sound Retirement Plan

Podcast cover
Read more

Jason and Emilia discuss creating your sound retirement plan for 2018.

To learn more also visit: www.fool.com/retirement/2018

Jan 04 2018

25mins

Play

128 How To Create A Retirement Bucket Strategy For Cash-Flow

Podcast cover
Read more

Jason and Emilia talk about creating a bucket strategy for cash-flow in retirement. 

Mar 30 2017

25mins

Play

137 Retirement Budget Calculator

Podcast cover
Read more

Jason and Emilia discuss the launch of Retirement Budget Calculator.

Jul 13 2017

24mins

Play

158 What are annuities?

Podcast cover
Read more

Jason and Emilia talk about annuities and how they can be used as a tool in retirement planning.

Feb 02 2018

25mins

Play

175 Wise Investing Made Simple with Larry Swedroe

Podcast cover
Read more

Jason and Larry talk about efficient markets and asset allocation for retirement investing. 

Larry Swedroe is the Lead Director and Director of Research as well as a member of the Board of Directors at Buckingham Family of Financial Services.  Buckingham is a Registered Investment Advisory firm, currently managing $15 billion in assets, with offices in 25 cities. BAM is also provider of Turnkey Asset Management Services to about 130 financial advisory firms across the U.S. and has approximately $19 billion of assets under administration.

Larry has authored or co-authored 16 books.  The latest is Reducing the Risk of Black Swans, 2018 edition, co-authored with Kevin Grogan.  

Larry also writes regularly for ETF.com, Alphaarchitect.com and AdvisorPerspectives.com.

If you would like to learn more visit: www.buckinghamadvisor.com

Jul 20 2018

45mins

Play

198 Will You Run Out Of Money In Retirement?

Podcast cover
Read more

Jason and Emilia talk about the number #1 concern people have, will I run out of money in retirement. They also discuss the new features in Retirement Budget Calculator. 

Mar 22 2019

25mins

Play

168 Sound Investing with Paul Merriman

Podcast cover
Read more

Jason interviews Paul Merriman about investing in retirement. 

Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via free eBooks, podcasts, articles, recommendations for mutual funds, ETFs, 401(k) plans and more.

To learn more visit his website at, paulmerriman.com

May 10 2018

51mins

Play

159 "Rock Retirement" with Roger Whitney

Podcast cover
Read more

Jason interviews Roger Whitney about his new book, Rock Retirement

Roger Whitney is the Retirement Answer Man, and he believes you can create a great life that balances living well today AND living well tomorrow by having the right little conversation about money. Over the last 24 years he has worked directly with clients on this journey and shares the wisdom he's learned on his weekly podcast, The Retirement Answer Man, and his blog at rogerwhitney.com.

Roger has gifted 10 free copies of Rock Retirement to our listeners.  Roger will randomly select the 10 listeners from those who sign up by visiting rogerwhitney.com/soundretirement

Feb 09 2018

25mins

Play

196 Your Complete Guide to a Successful and Secure Retirement

Podcast cover
Read more

Larry and I discuss his new book, Your Complete Guide to a Successful and Secure Retirement.

Larry Swedroe is the Lead Director and Director of Research of the Buckingham Family of Financial Services.  Buckingham Strategic Wealth is a Registered Investment Advisory firm, currently managing $15 billion in assets, with offices in 30 cities. BAM is also provider of Turnkey Asset Management Services through the BAM ALLIANCE to about 135 financial advisory firms across the U.S. with approximately $19 billion of assets under administration and through Loring Ward which serves about another 1000 advisors and has about $17 billion of assets under administration.  

Larry has authored or co-authored 17 books.  The latest is Your Complete Guide to a Successful and Secure Retirement co-authored with Kevin Grogan.

Mar 08 2019

51mins

Play

188 How Will A Bear Market Effect Your Retirement

Podcast cover
Read more

Jason and Emilia discuss how a bear market will effect your retirement. 

To learn more visit:CNBC.com-- What's a bear market and how long do they usually last

Dec 28 2018

25mins

Play

146 Income, Safety & Growth

Podcast cover
Read more

Jason and Emilia discuss three things that a retirement plan needs.

Sep 29 2017

25mins

Play

187 Your Retirement Questions Answered

Podcast cover
Read more

Jason and Emilia answer retirement questions from a recent live event. 

Dec 07 2018

25mins

Play

201 Back To Basics

Podcast cover
Read more

Jason and Emilia discuss the basics of a sound retirement plan. 

Apr 26 2019

24mins

Play

185 How Do You Compare

Nov 17 2018

25mins

Play

193 Diversify & Asset Allocation

Podcast cover
Read more

Jason and Emilia discuss diversifying and asset allocation during your retirement years.

Feb 08 2019

25mins

Play

172 Five Key Areas For A Sound Retirement Plan

Podcast cover
Read more

Jason and Emilia discuss the 5 key areas for creating a sound retirement plan. 

Jun 15 2018

25mins

Play

221 Donor Advised Funds with Joe Eelkema

Podcast cover
Read more

Jason and Joe talk about the National Christian Foundation and donor advised funds. 

Joe Eelkema is a relationship manager with the National Christian Foundation Northwest and his talents are in the area of generosity, planned giving, and financial stewardship.   In his role at the Foundation he helps individuals & families participate more deeply in God’s work by simplifying their giving processes, by developing highly tax-efficient giving strategies unique to them, and by connecting generous Christians together in trusted community.  He also serves as an active committee member with Illuminate Northwest, key advisor to an unnamed private foundation, and is an active member of the Northwest Washington Estate Planning Council.    Joe holds the designation of Chartered Advisor in Philanthropy® and he holds a B.A. in Business Communications from Calvin College.  He and his wife, Jenessa reside in Anacortes, WA and are blessed with three busy young children.  In his rare spare time you’ll find him tinkering in the garage or out running on the nearby trails.

To learn more visit www.ncfgiving.com

Oct 31 2019

43mins

Play

225 Managing Taxes In Retirement

Podcast cover
Read more

Jason and Emilia discuss how where you live, the affects of income on your health-care costs, Required Minimum Distributions (RMD) and Qualified Charitable Distributions (QCD) are important to consider from a tax stand point.

To learn more visit: 

smartasset.com- Retirement Taxes

soundretirementplanning.com-170 Health Insurance For An Early Retirement

Dec 06 2019

25mins

Play

Focusing On What Is Most Important Pages 49-57

Podcast cover
Read more

Jason does a reading from his book, Sound Retirement Planning.

Dec 03 2019

13mins

Play

224 The Great War That Could Ruin Your Retirement

Podcast cover
Read more

Jason and Emilia discuss the words we hear, the words we say to others and ourselves, the words we write and the words we pray. 

Nov 26 2019

25mins

Play

Conquering Change Pages 38-45

Podcast cover
Read more

Jason does a reading from his book, Sound Retirement Planning.

Nov 22 2019

12mins

Play

223 Why, How & When Of Buckets

Podcast cover
Read more

Jason and Emilia announce the latest update to Retirement Budget Calculator, the addition of the buckets tab. 

Nov 14 2019

25mins

Play

Lost In The Fog Pages 24-36

Podcast cover
Read more

Jason does a reading from is book, Sound Retirement Planning.

Nov 13 2019

14mins

Play

222 Questions From You

Podcast cover
Read more

Jason and Emilia answer questions asked in recent presentations. 

Nov 07 2019

25mins

Play

221 Donor Advised Funds with Joe Eelkema

Podcast cover
Read more

Jason and Joe talk about the National Christian Foundation and donor advised funds. 

Joe Eelkema is a relationship manager with the National Christian Foundation Northwest and his talents are in the area of generosity, planned giving, and financial stewardship.   In his role at the Foundation he helps individuals & families participate more deeply in God’s work by simplifying their giving processes, by developing highly tax-efficient giving strategies unique to them, and by connecting generous Christians together in trusted community.  He also serves as an active committee member with Illuminate Northwest, key advisor to an unnamed private foundation, and is an active member of the Northwest Washington Estate Planning Council.    Joe holds the designation of Chartered Advisor in Philanthropy® and he holds a B.A. in Business Communications from Calvin College.  He and his wife, Jenessa reside in Anacortes, WA and are blessed with three busy young children.  In his rare spare time you’ll find him tinkering in the garage or out running on the nearby trails.

To learn more visit www.ncfgiving.com

Oct 31 2019

43mins

Play

220 Dedication, Acknowledgment & Preface

Podcast cover
Read more

Jason does a reading from his book "Sound Retirement Planning".

Oct 17 2019

25mins

Play

219 Three Numbers You Must Know To Retire With Confidence

Podcast cover
Read more

Jason and Emilia discuss the 3 most important numbers you need to know in retirement. 

Oct 10 2019

25mins

Play

218 Long-Term Care Planning with Elder Law Attorney Richard Tizzano

Podcast cover
Read more

Jason and Richard talk about long-term care planning as it pertains to your estate, and the difference between Medicaid and Medicare.

Richard C. Tizzano is a principal at Sherrard McGonagle Tizzano & Lind. He has 25 years of legal experience in Washington and California and in the United States District Court for the Western District of Washington. Richard's specializes in the field of Elder Law and Long Term Care Crisis Management, Strategic Care Cost Risk Mitigation and Sustainability, Estate Planning & Settlement, Guardianships and Adoptions.

Richard is a graduate of Vanguard University of Southern California and Seattle University School of Law. Prior to law school, Richard served as an ordained Minister with the Assemblies of God Church, and has extensive experience in both the financial and commercial real estate markets. This unique background enables him to provide a compassionate, comprehensive approach to the practice of law and estate planning.

ACCIDENTAL SAFARI, by Richard C. Tizzano

Richard wants to take you on a journey. Perhaps a safari. As an expert in elder law & estate planning, Richard knows the routes and the forks in the road. The safari metaphor is the theme for his new book, 'ACCIDENTAL SAFARI.' and how to keep on track in life. With over 20 years training, experience, compassion, and insight into the lives of so many families, Richard is uniquely qualified and humbled to write this book and share his many years of experience with all of you.

To learn more join Jason and Richard for a live webinar on Tuesday, November 5 at 5:30 PM PST.  Registration link coming soon. 

Oct 03 2019

42mins

Play

217 Tax Efficient Giving

Podcast cover
Read more

Jason and John talk about strategies for giving in the most tax efficient ways.

John Madison is a CPA with 30+ years of experience working with clients to help them meet their financial goals. His counseling and teaching ministries are based on Biblical principles for financial stewardship of God's resources entrusted to us.

John doesn't sell insurance or investment products, nor does he manage investments for his clients. He receives no commissions from any product or services that he may recommend. Instead, his ministry is singularly focused on teaching and presenting options for his client's individual situations and goals.

He has been featured or quoted in numerous publications and web sites, including Forbes, U.S. News & World Report, the Chicago Tribune, and the New York Post.

To learn more join Jason and John for a live webinar on Wednesday, October 9 at 5:30 PM PST.  Click here to register. 

Sep 27 2019

45mins

Play

216 Get Positive with Dr. Joey Faucette

Podcast cover
Read more

Jason and Dr. Joey Faucette discuss how to overcome worry when transitioning into retirement. 

Dr. Joey Faucette is the author of two #1 best-sellers, Faith Positive in a Negative World (with Mike Van Vranken) and Work Positive in a Negative World (Entrepreneur Press). He has written seven books and contributed to numerous others. He is the founder of Listen to Life, Too, a coaching company that develops leaders, engages employees, and transforms culture. His Get Positive Coaching and Coach Training programs impact Fortune 50 companies, family-owned businesses, and governmental organizations. He hosts the popular podcast, Faith Positive Radio, Faith Positive TV, Work Positive TV and Live Positive which are watched in over 50 countries. Dr. Joey has appeared as a guest on hundreds of radio and TV shows across North America in most major markets. He has written over 1,000 articles that have appeared on Wall Street Journal Money Watch, CNBC, Dallas Morning News, Sacramento Bee, Entrepreneur.com, Yahoo Finance, and countless other websites.

He and his wife have two married, adult daughters, no grandchildren yet but 4 granddogs, and enjoy living on Pleasant Gap Farm with their two dogs, two horses, and two cats— Boo Radley and Atticus Finch.

Sep 12 2019

25mins

Play

215 Taxes, Negative Interest Rates & Future Returns

Podcast cover
Read more

Jason and Emilia discuss which accounts you should dip into first as you transition in to retirement, and considering Roth conversions.  They also discuss negative interest rates and inverted yield curves. 

Sep 05 2019

25mins

Play

214 When Fixed Annuities Make Sense

Podcast cover
Read more

Jason and Emilia discuss some of the myths and misconceptions about fixed annuities. 

To learn more visit: 

www.prnewswire.com-Roger Ibbotsonwww.foxnews.com-Ben Bernanke www.usatoday.com-Powell

Aug 22 2019

34mins

Play

213 Stay Calm Retire On

Podcast cover
Read more

Jason and Emilia discuss staying focused on your financial plan and not external things you have no control over. 

Aug 15 2019

25mins

Play

212 On The Verge

Podcast cover
Read more

Jason and Emilia discuss are we on the verge of something bad happening in the economy.  Jason also gives travel tips from his recent trip to Prague.

Aug 09 2019

25mins

Play

211 FedImpact Retirement Training

Podcast cover
Read more

Jason and Chris discuss some of the unique opportunities and planning strategies for federal employees.  

Chris Kowalik is the founder of ProFeds, and a federal retirement expert and frequent speaker to federal employee groups nationwide. In her highly-acclaimed Federal Retirement Impact Workshops and FedImpact Podcasts, she and her team empower employees to make confident decisions as they plan for the days when they no longer have to work. Chris’ candid and straightforward nature allows employees to get the answers they need, and to understand the impact these decisions have on their retirement. She knows first-hand the challenges that so many face as they plan for and approach retirement. She believes that helping employees to take ownership of their decisions is the first step to making progress in meeting their retirement goals.

To learn more visit: fedimpact.com

Jul 24 2019

38mins

Play

210 The Costs of Selling Your House

Podcast cover
Read more

Jason and Emilia discuss the costs associated with selling your house.

Jul 18 2019

25mins

Play

209 Jason on Vroom Vroom Veer

Podcast cover
Read more

In this episode Jeff Smith from Vroom Vroom Veer is interviewing Jason.  They talk about Retirement Budget Calculator and having the right mind set around money. 

Jul 02 2019

54mins

Play