447 Qualified Charitable Distributions: A Powerful Retirement Strategy
Release Date: 02/12/2025
472 What a Trip to Maui Taught Me About Money and Life
Sound Retirement Radio
I just got back from a trip to Maui with my wife and daughter… and it hit me— My wife and I are about to become empty nesters. For the first time in 29 years… life is about to change in a really big way. And this trip gave me some perspective that I didn’t expect… about money, about being present, and about what really matters as we move into the next phase of life. To find links and resources mentioned in today’s podcast, visit and click on Episode #472. When you work with , our advisors use the Retirement Budget Calculator — a powerful retirement planning tool developed by...
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471 – Is Your Net Worth Lying to You? – 2026 Retirement Challenge Part 4
Sound Retirement Radio
Today we’re going to talk about your net worth, a number that everyone has but very few really know what it is and even fewer people truly understand what it means when it comes to retirement. This episode gets us back on track with the 2026 Retirement Challenge. Each episode in this series focuses on one step you can take to determine whether you’re ready to retire in 2026. If you’re already retired, this is still a valuable exercise to make sure your plan is on track. And if you’re a client of Parker Financial, you can rest assured—we’re already doing this work for you. To...
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470 War and Stock Market Volatility
Sound Retirement Radio
I’m going to take a short break from our theme for the year—the 2026 Retirement Challenge—because I want to address a concern I’m hearing from many people right now: the fear about war and how it might impact their investments. To find links and resources mentioned in today’s podcast, visit and click on Episode #470. When you work with , our advisors use the Retirement Budget Calculator — a powerful retirement planning tool developed by our firm — to design, test, and refine your retirement plan. It’s now used exclusively within our advisory process to help deliver more...
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469 Guaranteed Retirement Income - 2026 Retirement Challenge Part 3
Sound Retirement Radio
This is the first exercise of the 2026 retirement challenge that most people actually enjoy. The first episode was all about purpose and understanding why you will retire. The second episode was about spending. I’ve discovered that most people really don’t like the word budget. Today we’re going to add up how much guaranteed income you will have in retirement. To find links and resources mentioned in today’s podcast, visit and click on Episode #469. When you work with , our advisors use the Retirement Budget Calculator — a powerful retirement planning tool...
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468 – Spending- 2026 Retirement Challenge (Part 2)
Sound Retirement Radio
If there were no spending, there would be no need for investments. No portfolios. No Monte Carlo simulations. No withdrawal strategies. No Social Security timing debates. Because the entire purpose of money in retirement is spending. To find links and resources mentioned in today’s podcast, visit and click on Episode #468. When you work with , our advisors use the Retirement Budget Calculator — a powerful retirement planning tool developed by our firm — to design, test, and refine your retirement plan. It’s now used exclusively within our advisory process to help deliver more precise...
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467 An Important Announcement About The Retirement Budget Calculator
Sound Retirement Radio
In this episode, Jason shares an important announcement about the future of the Retirement Budget Calculator. He explains why the tool will no longer be available to new public users, what this means for existing users and Parker Financial clients, and the lessons learned from nearly a decade of building retirement planning software. Jason also reflects on how this decision supports a renewed focus on delivering deep planning and investment management for the families he serves.
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#466 The 2026 Retirement Challenge: Start With Why
Sound Retirement Radio
We are going to start the year off with a podcast series called “The 2026 Retirement Challenge”. The idea is that each podcast I am going to bring you one thing to work on so that by the end of the series you will know if you are ready to retire and if the numbers will work. Most retirement planning starts with a number. “How much do I need?” “When can I retire?” “Am I going to run out of money?” Those are important questions — and we’ll get to all of them in this retirement challenge. But today, I want to start somewhere else. Because here’s what I’ve seen...
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465 The Year in Review — and Preparing for the Year Ahead
Sound Retirement Radio
In today’s podcast, I want to take a few minutes to look back on 2025…and then use what we learned to prepare for 2026.
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464 Let’s Talk About Gold - Should You Own It?
Sound Retirement Radio
Gold is up more than 50% year-to-date. Costco has been selling gold bars that fly off the shelves. The Discovery Channel’s hit show Gold Rush draws millions of viewers. And central banks around the world have been buying gold at record levels. Demand is high—and the price reflects it. So in today’s podcast, I want to dive into all things gold: what it is, what makes it valuable, why people invest in it, and my own philosophy about owning it. To find links and resources mentioned in today's podcast, visit and click on episode #464. The is an intuitive tool that promises ease and...
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463 The New Enhanced Senior Deduction
Sound Retirement Radio
In today’s podcast, I want to talk about the new Enhanced Senior Deduction that was passed and signed into law on July 4th, 2025. If you are 65 years old or older—or will be turning 65 sometime between 2025 and 2028—you’ll want to understand how this works and how it could impact your retirement plan. If you are not yet 65 but you know someone who is, be sure to send them a link to this episode. For articles links and resources mentioned in todays show visit and click on episode 463
info_outlineImagine you could give to charity, lower your tax bill, and satisfy your Required Minimum Distributions—all at the same time. Most retirees don’t realize that there’s a smarter way to donate to charity using their IRA. In today’s episode, I’ll show you how one simple strategy—Qualified Charitable Distributions—can save you thousands in taxes while supporting the causes you care about.
To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #447.
The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you.
When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits.
At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial research which can be the key to a prosperous retirement.
Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.