Sound Retirement Radio
With over 2 million downloads, Sound Retirement Radio is a trusted podcast for individuals preparing for or transitioning into retirement. Each episode is designed to help you gain clarity, confidence, freedom as you plan for the future. Hosted by Jason Parker, a retirement-focused financial advisor and author of the best-selling book Sound Retirement Planning, the show covers a wide range of topics including investment strategies, tax planning, Social Security, and Roth conversions. Whether you're just starting to think about retirement or already enjoying it, our conversations aim to equip you with ideas and strategies to support a more thoughtful and informed retirement plan. Jason’s latest book, Retirement Calculator: How Much Money Do I Need to Retire, builds on years of helping people transition into retirement. He is also the creator of the Retirement Budget Calculator, a tool designed to help individuals create reliable retirement cash flow plans. Jason has been featured as a guest on ABC, FOX, and NBC.
info_outline
479 Beyond the Birthday Gift: Smart Ways to Build Generational Wealth
08/20/2026
479 Beyond the Birthday Gift: Smart Ways to Build Generational Wealth
In today’s podcast, I invited Tim Tenbrink, CFP®, back onto the show. Many of the people we serve are not only interested in how to make the most of their retirement, but they’re also in a position where they can think about how to use their wealth to make a meaningful difference for the next generation. There are a number of different ways to give to children and grandchildren, and how you give can be just as important as how much you give. Tim and I have several ideas to share with you today that can help you think more strategically about giving and building generational wealth. I know you’re going to enjoy this conversation. And as always, the transcript, along with articles, links, and resources, will be available at Sound Retirement Planning. Just visit SoundRetirementPlanning.com and click on episode 479.
/episode/index/show/soundretirementradio/id/42506520
info_outline
477 Sound Retirement Score
07/27/2026
477 Sound Retirement Score
Take The Assessment: In today's podcast, I want to share a brand-new tool we've created to help you evaluate whether you're on track for retirement. Many people think retirement planning comes down to a single number: How much have I saved? But that's only part of the picture. There are actually four key areas you need to understand as you prepare for retirement. In today's episode, we're going to explore each of them and explain why they matter. To find links and resources mentioned in today’s podcast, visit and click on Episode #477. 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 and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don’t leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting . Let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/42210125
info_outline
476 – Will Social Security Be There for Me?
07/16/2026
476 – Will Social Security Be There for Me?
I was at a speaking engagement this week, and we received several questions from the audience about Social Security. Questions like: When should I start Social Security—at 62 or 67? How do spousal benefits work? Will Social Security be there for me? In today's podcast, Tim and I discuss these important questions. We also talk about a new survey from the Reagan National Institute that found many Americans believe affluent households should bear more of the cost of funding entitlement programs. As always, I'll include links to the articles and resources we mention in today's show at SoundRetirementPlanning.com. Just click on Episode 476, titled "Will Social Security Be There for Me?" We're also hosting a special webinar on Social Security and how to integrate it into your retirement plan. If you'd like to attend and see how we help our clients determine the right time to claim Social Security benefits, simply visit the show notes and click the webinar registration link.
/episode/index/show/soundretirementradio/id/42120190
info_outline
475 Investing In The Next Hot Thing
06/16/2026
475 Investing In The Next Hot Thing
Everyone wants to invest in the next hot thing. Today, it’s SpaceX. Tomorrow, it might be OpenAI or Anthropic. Twenty-five years ago, it was Pets.com. More recently, investors have chased the excitement around Bitcoin, GameStop, AMC, and other “can’t-miss” opportunities. The names change, but human nature doesn’t. To find links and resources mentioned in today’s podcast, visit and click on Episode #475. 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 and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don’t leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting . Let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/41672470
info_outline
474 Real World Client Concerns
05/26/2026
474 Real World Client Concerns
In today’s episode, Jason welcomes Tim Tenbrink, CFP®, financial planner at Parker Financial, for a conversation about some of the most common concerns facing people as they prepare for retirement. From navigating stock market volatility to estate planning and everything in between, they share practical insights drawn from real conversations with retirees and those nearing retirement. Enjoy this episode of Sound Retirement Planning. To find links and resources mentioned in today’s podcast, visit and click on Episode #474. 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 and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don’t leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting . Let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/41432805
info_outline
473 - 2026 Retirement Challenge: Social Security. What Are We Really Optimizing For?
05/12/2026
473 - 2026 Retirement Challenge: Social Security. What Are We Really Optimizing For?
Social Security is an incredible benefit. It’s inflation-adjusted income, it can be tax-efficient, and it includes spousal and survivor benefits. For many retirees, it becomes one of the most valuable financial assets they have. But determining the best time to start Social Security is more complicated than simply using an online calculator that tells you how to get the largest check. To find links and resources mentioned in today’s podcast, visit and click on Episode #473. 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 and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don’t leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting . Let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/41269500
info_outline
472 What a Trip to Maui Taught Me About Money and Life
04/16/2026
472 What a Trip to Maui Taught Me About Money and Life
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 our firm — to design, test, and refine your retirement plan. It’s now used exclusively within our advisory process to help deliver more precise and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don’t leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting . Let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/40902530
info_outline
471 – Is Your Net Worth Lying to You? – 2026 Retirement Challenge Part 4
03/20/2026
471 – Is Your Net Worth Lying to You? – 2026 Retirement Challenge Part 4
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 find links and resources mentioned in today’s podcast, visit and click on Episode #471. 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 and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don’t leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting . Let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/40562310
info_outline
470 War and Stock Market Volatility
03/12/2026
470 War and Stock Market Volatility
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 precise and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don’t leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting . Let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/40419760
info_outline
469 Guaranteed Retirement Income - 2026 Retirement Challenge Part 3
02/26/2026
469 Guaranteed Retirement Income - 2026 Retirement Challenge Part 3
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 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 and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don’t leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting . Let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/40235705
info_outline
468 – Spending- 2026 Retirement Challenge (Part 2)
02/13/2026
468 – Spending- 2026 Retirement Challenge (Part 2)
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 and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don’t leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting . Let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/40093885
info_outline
467 An Important Announcement About The Retirement Budget Calculator
02/02/2026
467 An Important Announcement About The Retirement Budget Calculator
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.
/episode/index/show/soundretirementradio/id/39971780
info_outline
#466 The 2026 Retirement Challenge: Start With Why
01/14/2026
#466 The 2026 Retirement Challenge: Start With Why
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 after years of working with retirees: Retirement isn’t just a financial transition, it's a life transition. That’s why the first step in the 2026 Retirement Challenge isn’t about Social Security, taxes, or investments. It’s about your why. Why are you retiring? What are you retiring to? And what kind of life do you actually want to design?
/episode/index/show/soundretirementradio/id/39733125
info_outline
465 The Year in Review — and Preparing for the Year Ahead
12/15/2025
465 The Year in Review — and Preparing for the Year Ahead
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.
/episode/index/show/soundretirementradio/id/39416800
info_outline
464 Let’s Talk About Gold - Should You Own It?
11/14/2025
464 Let’s Talk About Gold - Should You Own It?
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 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 journey. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science 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 let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/39038485
info_outline
463 The New Enhanced Senior Deduction
10/21/2025
463 The New Enhanced Senior Deduction
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
/episode/index/show/soundretirementradio/id/38728340
info_outline
462 Is A Market Crash Coming?
10/08/2025
462 Is A Market Crash Coming?
I’m really excited about today’s episode because I want to speak directly to the anxiety that so many of you are feeling — and that you’ve been sharing with me lately. The title of today’s show is “Is a Market Crash Coming?” It’s a question I hear often, and I completely understand why. The headlines can be overwhelming, the markets feel unpredictable, and it’s easy to wonder what’s next. In today’s episode, I want to talk about what you can do when you start to worry about how the market is going to perform — and, more importantly, what actions you can take to protect your peace of mind and your financial future. To find links, resources and the transcipt mentioned in today's podcast, visit and click on episode #462. The 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 science 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 let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/38518810
info_outline
461: Four Reasons Good People Fail at Retirement—and How to Avoid Them
09/24/2025
461: Four Reasons Good People Fail at Retirement—and How to Avoid Them
So I've met a lot of people over the years who have over prepared for retirement, and I've met others where I had to say, I'm sorry, you need to keep working. Unfortunately, I've seen good hardworking people, people who have saved, invested, and tried their best. They're still unable to retire, and the question's why?Today, I want to share the 4 biggest traps that keep people from retiring… and how you can avoid them. To find links and resources mentioned in today's podcast, visit and click on episode #461. The 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 science 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 let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/38343450
info_outline
460 What Do You Want?
09/03/2025
460 What Do You Want?
Today’s podcast has three parts: first, a simple question to help you gain clarity; second, a common financial mistake we see—and how to fix it; and third, practical investing moves you can take right now. To find links and resources mentioned in today's podcast, visit and click on episode #460. The 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 science 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 let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/38074280
info_outline
459 68 New Adventures at 68: Anne’s Bold Retirement
08/15/2025
459 68 New Adventures at 68: Anne’s Bold Retirement
You're listening to episode number 459. The title is. 68 New Adventures at 68 Anne's Bold Retirement, and I'm so excited to bring this podcast interview to you. One of my favorite things about the work that we do is that we get to meet so many incredible people and we hear their stories. We get to see the how the decisions that they make impact their lives. How do they live full out? What makes for a good life? And I can say that my life is better as a result of getting to walk life with. Amazing people. In today's podcast, I'm gonna introduce you to Anne, who has been retired for seven years. Not only will you get to hear her story about her journey to retirement, but you'll also get to hear about this exciting goal that she has for this year, and it's a way to cut through the routines and the mundane and create new and exciting experiences to live fully. I like the quote from Eleanor Roosevelt who says. The purpose of life is to live it, to taste experience to the utmost, to reach out, eagerly and without fear for newer and richer experience. To find links and resources mentioned in today's podcast, visit and click on episode #459 The 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 science 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 let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/37840185
info_outline
458 One Big Beautiful Bill: What Retirees Need to Know
07/23/2025
458 One Big Beautiful Bill: What Retirees Need to Know
In today’s podcast, I want to talk about the new One Big Beautiful Bill Act, recently passed and signed into law by the President on July 4th of this year. This legislation is significant for a couple of key reasons. First, it makes permanent one of the largest tax cuts in history—the Tax Cuts and Jobs Act (TCJA), originally passed in 2017 and previously set to expire at the end of this year. Second, the bill itself spans more than 300 pages, packed with new provisions, many of which will create planning opportunities for retirees and pre-retirees alike. To find links and resources mentioned in today's podcast, visit and click on episode #458. The 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 science 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 let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/37527530
info_outline
457 How to Withdraw from Retirement Accounts the Smart Way
07/03/2025
457 How to Withdraw from Retirement Accounts the Smart Way
As we celebrate the 4th of July, I want to explore a topic that doesn’t get nearly enough attention—how to withdraw money from different types of retirement accounts. Specifically, we’ll look at sequential vs. proportional withdrawals, and how your strategy can impact your taxes, your legacy, and your long-term retirement success. We’ll walk through a hypothetical scenario to compare the outcomes, and the good news is—you can run this kind of analysis for yourself using the new Withdrawal Strategy Scenario in the Retirement Budget Calculator. To find links and resources mentioned in today's podcast, visit and click on episode #457. The 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 science 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 let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/37278085
info_outline
456 Don’t Panic—Plan: Social Security’s Future and Your Retirement
06/20/2025
456 Don’t Panic—Plan: Social Security’s Future and Your Retirement
In today’s episode, we’re diving into the latest press release from the Social Security Board of Trustees. The numbers this year look worse than last year—and that has real implications for your retirement. To find links and resources mentioned in today's podcast, visit and click on episode #456. The 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 science 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 let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/37092900
info_outline
455 The Solitaire That Changed the World
06/03/2025
455 The Solitaire That Changed the World
The number one question people ask as they approach retirement is: “Have we saved enough?” Can we retire confidently without running out of money? In today’s podcast, we’ll explore how having a solid retirement plan can help you understand your likelihood of success—and the probability of avoiding a catastrophic financial shortfall. To find links and resources mentioned in today's podcast, visit and click on episode #455. The 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 optimize your retirement benefits. At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science 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 let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/36838020
info_outline
454 Unlocking the Spousal Top-Up Strategy in Social Security
05/08/2025
454 Unlocking the Spousal Top-Up Strategy in Social Security
One of the most common Social Security questions we get is this: “If my spouse starts her Social Security at age 62 and I wait until age 70 to start mine, can she receive a higher spousal benefit when I start?” When it comes to Social Security, most people know you can qualify for retirement benefits based on your own work history — the taxes you paid into the system over the years. But what many don’t realize is that you might also be eligible for a spousal benefit, even if you didn’t work enough to qualify on your own. That’s right — even if you didn’t pay into Social Security, you may still be able to receive a benefit based on your spouse’s earnings record. To find links and resources mentioned in today's podcast, visit and click on episode #454. The 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 science 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 let us help you make the most of your retirement years.
/episode/index/show/soundretirementradio/id/36501615
info_outline
453 The Barbell Strategy: How to Be a Pessimist and Optimist at the Same Time
04/24/2025
453 The Barbell Strategy: How to Be a Pessimist and Optimist at the Same Time
In today’s episode, I’m sharing a time-tested strategy that can boost your confidence when it comes to withdrawing money in retirement—the barbell strategy. Also known as the two-bucket approach, this method is designed to help you navigate market volatility while staying focused on long-term growth. I'll walk you through the who, what, when, where, why, and how of the barbell strategy—so by the end of this episode, you'll have a clear understanding of how it works and whether it’s a fit for your retirement plan. Put simply, this strategy involves holding some of your retirement assets in low-risk, easily accessible accounts, while the rest remains invested for long-term growth. The goal isn't to predict the market—because no one can—but rather to create a structure that allows you to respond calmly and strategically, no matter what the market is doing.
/episode/index/show/soundretirementradio/id/36288170
info_outline
452 Buckle Up: Navigating Market Volatility
04/04/2025
452 Buckle Up: Navigating Market Volatility
If you're feeling stressed about what's happening in the market right now—you're not alone. Market volatility never feels good, but there is a better way to invest: one grounded in planning, discipline, and long-term thinking. In today’s episode, I’ll share 8 important things to consider as you navigate this market, so you can make confident decisions and stay focused on what truly matters. Learn more at
/episode/index/show/soundretirementradio/id/36011430
info_outline
451 The Risk You're Not Getting Paid For
03/27/2025
451 The Risk You're Not Getting Paid For
I recently came across a fascinating paper by Hendrik Bessembinder titled “Which U.S. Stocks Generated the Highest Long-Term Returns?” The research is based on nearly 100 years of stock market history, and it delivers some surprising and important lessons for retirees.
/episode/index/show/soundretirementradio/id/35893540
info_outline
450 Margins Of Safety
03/20/2025
450 Margins Of Safety
When markets get wobbly, people panic. It’s natural. We’ve all seen it—headlines screaming recession, market crashes, and doomsday predictions. The fear can be overwhelming. But what if I told you that you could structure your retirement investments in a way that makes all of this noise irrelevant? That’s what today’s episode is about—building Margins of Safety so you can worry less and live more.
/episode/index/show/soundretirementradio/id/35797175
info_outline
449 Expert Investing Insights with Eduardo Repetto, Ph.D. Avantis Investors
03/14/2025
449 Expert Investing Insights with Eduardo Repetto, Ph.D. Avantis Investors
I’m so glad you’re joining me for episode 449, where I have the privilege of interviewing Eduardo Repetto, Chief Investment Officer at Avantis. In today’s episode, we dive into recent market volatility, Warren Buffett’s growing cash reserves, and the investment philosophy behind Avantis Investors. To find links and resources mentioned in today's podcast, visit and click on episode #449. I created the Retirement Budget Calculator as a tool to help people build a solid retirement plan. Rather than making the tool exclusive to our clients, I decided to make it available to everyone because I believe all Americans deserve a well-thought-out retirement plan. Once you have a retirement plan, the next step is developing an investment strategy that aligns with your goals. That’s where comes in—we help clients implement an investment strategy. To help you understand our approach, I’ve just finished creating a that explains our investment philosophy. You can download it for free by visiting RetirementBudgetCalculator.com. Just look for the "Invest" button in the upper right-hand corner, and you’ll get access to my new ebook called "Investing in Retirement."
/episode/index/show/soundretirementradio/id/35702035