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Sound Retirement Radio

Investing and retirement planning to help you achieve clarity, confidence and freedom as you prepare for and transition into and through retirement.

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226 Eight Retirement Mistakes You Can Avoid

Jason and Emilia discuss 8 retirement mistakes you can avoid. 

25mins

13 Dec 2019

Rank #1

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Can I Afford To Retire Pages 73-81

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

13mins

10 Jan 2020

Rank #2

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225 Managing Taxes In Retirement

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

25mins

6 Dec 2019

Rank #3

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224 The Great War That Could Ruin Your Retirement

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. 

25mins

26 Nov 2019

Rank #4

Most Popular Podcasts

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Tithing In Retirement Pages 65-72

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

9mins

13 Dec 2019

Rank #5

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231 Taking The Mystery Out of Medicare with Dr. Katy Votava

Jason and Dr. Katy Votava talk about how to avoid common mistakes with Medicare.  Dr. Katy is the author of Making the Most of Medicare: A Guide for Baby Boomers, 6th edition. The 2020 edition will be released soon.  Dr. Katy Votava is the President and founder of GOODCARE.com ®, a unique consulting firm working with a focus on helping people have the best healthcare coverage now and in retirement.  Dr. Katy Votava is a Nurse Practitioner with a Ph.D. in healthcare economics from the University of Rochester and a post-doctoral fellowship at Harvard Medical School.  Dr. Katy has written Medicare articles for InvestmentNews.com. She is featured in the Wall Street Journal, New York Times, USA Today, CNBC, Money magazine, Financial Advisor, Fox News, PBS's WealthTrack, Investment & Wealth Institute, and The Street.com.  Dr. Katy is a sought-after speaker on retirement healthcare finance, Medicare, and Long-Term Care. To learn more visit:  https://www.medicare.gov/https://eldercare.acl.gov/Public/Index.aspx https://www.insurance.wa.gov/statewide-health-insurance-benefits-advisors-shiba https://www.insurance.wa.gov/sites/default/files/documents/medicare-supp-plans_32.pdf https://www.insurance.wa.gov/medigap-medicare-supplement-plans

44mins

13 Feb 2020

Rank #6

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227 The Rules Have Changed

Jason and Emilia discuss the Secure Act and the changes is it has made to retirement and retirement planning. 

25mins

10 Jan 2020

Rank #7

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302 The Coronavirus & Your Retirement

Jason and Emilia discuss the impact of the Coronovirus on your retirement.  To learn more visit:  www.marketwatch.com-How the stock marker has performed during past viral outbreaks seekingalpha.com- Early thinking on Coronovirus and pandemics www.schwab.com- Will virus outbreak lead to market breakdown www.marketwatch.com- Coronavirus fatality rates vary www.washingtonpost.com- How Coronavirus can kill people

26mins

28 Feb 2020

Rank #8

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Volatility In Your Time Horizon Pages 96-104

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

11mins

7 Feb 2020

Rank #9

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304 How Much Risk?

Jason and Emilia discuss how much risk as you head into retirement. 

18mins

11 Mar 2020

Rank #10

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303 Investing In Real Estate For Cash Flow With Brett Warner

Jason and Brett discuss investing in real estate to help generate cash flow.   Brett Warner is the owner of Strategy Real Estate in Silverdale, WA.  To learn more visit: www.strategyrealestate.net

49mins

6 Mar 2020

Rank #11

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232 Tax & Estate Planning for Large IRAs with Tony Hinson

Jason and Tony discuss tax and estate planning for large IRAs and the SECURE Act in retirement planning. Tony is a Poulsbo attorney with over 22 years of legal experience. Tony maintains a practice focused on estate planning, elder law, estate and gift taxation, guardianship, and probate matters. He practiced with the IRA Estate and Gift function for over 8 years, and uses the valuable experience in serving clients with large and complex estates to maximize their ability to effectively provide for their family and charitable organizations through lifetime gifting and careful estate and trust planning.  A Lieutenant Commander with over 23 years of active duty and reserve service in the US Navy JAG Crops, Tony is keenly aware of the unique issues facing military veterans and enjoys working with them to successfully integrate their retirement and other veteran benefits into their estate and retirement planning.  He recently became a Navy retiree himself on January 31st! Tony is blessed to live in Poulsbo, and he spends his time being the best husband he can for and with his rock-star wife Kim Hinson, and the best dad he can be for his two amazing kids- Jonathan, 13, and Elizabeth,11.

46mins

21 Feb 2020

Rank #12

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307 Downsizing In Retirement

Jason interviews Carly Tizzano about how to downsize from a large family home into a smaller retirement home.  We also talk about spring cleaning and organizing.     Carly Tizzano is the owner of Masterpeace Organizing, based in Kitsap County, Washington.  Masterpeace Organizing is a full-service organizing company, offering in-home organizing, personal assistant services, virtual organizing, and coaching. She and her team help their clients to simplify and organize their lives, creating more space and time for them to live the life they want.   Learn more at www.Masterpeaceorganizing.com

29mins

28 Mar 2020

Rank #13

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Focusing On What Is Most Important Pages 49-57

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

13mins

3 Dec 2019

Rank #14