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Business
Education
Investing

Sound Retirement Radio

Updated 6 days ago

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

87 Ratings
Average Ratings
56
9
7
7
8

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

87 Ratings
Average Ratings
56
9
7
7
8

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!
Cover image of Sound Retirement Radio

Sound Retirement Radio

Updated 6 days ago

Read more

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

Rank #1: 161 Is a ROTH conversion right for you?

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

Feb 24 2018

24mins

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Rank #2: 128 How To Create A Retirement Bucket Strategy For Cash-Flow

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

Mar 30 2017

25mins

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Rank #3: 138 Seven Steps To A Sound Retirement Plan

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

Jul 21 2017

25mins

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Rank #4: 156 Your Sound Retirement Plan

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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

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Rank #5: 137 Retirement Budget Calculator

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Jason and Emilia discuss the launch of Retirement Budget Calculator.

Jul 13 2017

24mins

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Rank #6: 168 Sound Investing with Paul Merriman

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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

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Rank #7: 183 Ten Questions To Ask Before Hiring A Financial Advisor

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Jason and Emilia discuss 10 questions you should ask before hiring a financial advisor.

Oct 26 2018

25mins

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Rank #8: 158 What are annuities?

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

Feb 02 2018

25mins

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Rank #9: 196 Your Complete Guide to a Successful and Secure Retirement

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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

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Rank #10: 175 Wise Investing Made Simple with Larry Swedroe

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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

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Rank #11: 214 When Fixed Annuities Make Sense

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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

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Rank #12: 159 "Rock Retirement" with Roger Whitney

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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

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Rank #13: 146 Income, Safety & Growth

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

Sep 29 2017

25mins

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Rank #14: 217 Tax Efficient Giving

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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

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Rank #15: 193 Diversify & Asset Allocation

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

Feb 08 2019

25mins

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Rank #16: 216 Get Positive with Dr. Joey Faucette

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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

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Rank #17: 198 Will You Run Out Of Money In Retirement?

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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

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Rank #18: 185 How Do You Compare

Nov 17 2018

25mins

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Rank #19: 211 FedImpact Retirement Training

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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

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Rank #20: 125 Planning For Retirement

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Jason and Emilia discuss questions about planning for retirement. 

Feb 24 2017

25mins

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