428 Donor Advised Funds with HighGround Advisors
Sound Retirement Radio
In today's podcast episode I have the good fortune to interview Joe Hancock and Katie Warren who are with and charitable giving strategies. We cover a lot of the mechanics of donor advised funds such as how to set one up, how they work, fees associated with them and some of the tax benefits that come along with them. One interesting aspect we discuss is how donor advised funds can be used as a tool for multi-generational giving and passing on philanthropic values to future generations. This is particularly relevant for families who want to involve their children in charitable giving. We...
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427 Your Best Financial Life with Anne Lester
Sound Retirement Radio
In today's podcast, Jason interviews Anne Lester about her new book, "Your Best Financial Life: Save Smart Now for the Future You Want." Anne is a retirement expert, formerly serving as the Head of Retirement Solutions for JPMorgan Asset Management, where she dedicated nearly 30 years of her career. During the interview, Anne not only shares insights from her own retirement journey but also discusses the aspects of retirement she eagerly anticipates in this new phase of life. She offers practical tactics for simplifying money management, including the implementation of guardrails to mitigate...
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Jason's Journey: How Pickleball Helped Me Lose 20 Pounds In 4 Months (+ Belly Fat)
Sound Retirement Radio
Here is a question for you to consider. What's the point of accumulating wealth for retirement if poor health prevents you from enjoying it? Recenlty I have had people noticing that I have lost weight, commenting on how skinny I have become and asking me what I was doing. And I have to tell you I am feeling great. So in todays podcast I'm going to share with you what changed and how I've been able to lose 20 pounds in four months and also lose the belly fat. I'm going to share my diet and exercise routines and the technology I used to record my progress.
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425 Biblical Stewardship with Tim Tenbrink
Sound Retirement Radio
In this Easter special episode, Jason welcomes Tim Tenbrink as a guest to delve into the topic of biblical stewardship.
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424 Finding Clarity: Your Roadmap to a Fulfilling Retirement
Sound Retirement Radio
In today's podcast we cover a lot of retirement topics. The reason I wanted to share this podcast episode with you is because we talked about finding purpose in this next phase of life. I want all of the people who listen to Sound Retirement Radio to achieve Clarity, Confidence and Freedom and I want you to retire too something, not from something. In this podcast we discuss 7 exercises you can use to help you achieve a greater sense of clarity. The free PDF document we discuss in this episdoe will be made available as a link on Sound Retirement Planning.com. If you are preparing for...
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423 To Sell or Not to Sell? Evaluating Your Rental Property's Role in Retirement
Sound Retirement Radio
In today's podcast episode, I want to explore how to evaluate if it makes sense to sell a rental property. Many people we have served over the years own rental properties and rental properties can be a great tool for retirement because they generate predictable inflation-adjusted income. However rental properties can have their drawbacks as well. In today's show, I am going to share the process that we use to help people evaluate if they should keep or sell a rental property from the perspective of retirement cash flow. With interest rates on fixed income being so low for so many years it had...
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422 Pursuing Higher Expected Returns with Wes Crill PhD
Sound Retirement Radio
It is my good fortune to have Wes Crill, PhD as a guest on the podcast today. Wes is a senior investment director and Vice President with Dimensional Fund Advisors. Prior to joining Dimensional, he was a PhD student studying materials science engineering at North Carolina State. His research focused on modeling engineering processes at a scale of 1 billionth the size of a human hair. In today's podcast we discuss the difference between investing and gambling. The benefits of global diversification. Some of the nuances associated with only investing in the S&P 500 index. We discuss the life...
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421 Will The Stock Market Crash In 2024?
Sound Retirement Radio
One of my clients recently forwarded an article with the headline that reads "US economist predicts 2024 will bring "Biggest crash of our lifetime". Here is a quote from the article "This is the one time I'm telling you, do not listen to your financial adviser. Things are not going to come back to normal in a few years. We may never see these levels again. And this crash is not going to be a correction. It's going to be more in the '29 to '32 level. And anybody who sat through that would have shot their stockbroker." Unfortunately, when these types of articles are published it can cause...
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420 How Do Presidents Impact The Stock Market?
Sound Retirement Radio
Will the outcome of the next presidential election have an impact on your investment strategy? Should it? Will you be making changes to your investments depending on who is elected? Articles, Links & Resources Visit: We're on Are you DIY? Be sure to check out the LET'S CONNECT:
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419 Favorite Things 2023
Sound Retirement Radio
In todays podcast I'm going to share some of my favorite things in 2023. You will notice I'm releasing this episode on Black Friday. It's time to get your wallet out and start shopping. This time of year give me a bit of anxiety because I'm not very good at buying gifts. I remember when Oprah used to do her Favorite things TV show and everyone in the audience would receive gifts, well no such luck in todays podcast you guys are not getting anything other than ideas. But finding the perfect gift for people can be difficult so I wanted to share with you some of my favorite things from 2023 and...
info_outlineI really enjoyed being a guest on the The Free Lunch Podcast. Greg and Collin make talking about investing and personal finance interesting. With their unique perspective on the topic, they make investing and finance approachable for all kinds of people - even those living in cold, wet climates like Calgary Canada! Their show is proof that personal finance and investing doesn't have to be boring or intimidating; with a good sense of humor and practical advice, they make it easy to learn about this topic. Whether you're just starting out or have been doing it for years, the Free Lunch Podcast is sure to give you something new to think about. So grab your lunch and tune in.
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