Sound Retirement Radio

Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY?  Be sure to check out the: Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website Buy Jason's Book: Sound Retirement Planning Let's Work Together: Parker-Financial.net

You've been hearing a lot about Roth conversions, and you're not sure if it's the right move for you. Making the decision to convert your traditional IRA to a Roth IRA can be confusing and overwhelming.  There are many factors to consider, and it's important to understand the implications of this decision before you take any action. In this podcast episode, Jason breaks down the process of converting a traditional IRA to a Roth IRA step-by-step, so that you can make an informed decision about whether or not this is the right move for you. For articles, links and resources mentioned in this episode visit  https://soundretirementplanning.com and click on episode number 377

In this podcast episode Jason gives you 9 questions you need to ask before you retire.

In this podcast episode Jason looks at the #1 way to ruin your retirement and the steps you can take to avoid making this mistake.

In this podcast episode Jason looks at a hypothethical scenario to understand if this couple could retire and how much they could spend assuming a low return and modest inflation.

In this podcast episode Jason gives you a few ideas for how married couples can plan their retirement.  Be sure to visit https://soundretirementplanning.com and click on episode 373 for articles, links and resources mentioned in this episode.  To try the Retirement Calculator you can click this link https://retirementbudgetcalculator.com 

In this podcast episode Jason looks at how historical major geopolitical events have impacted investments.  For resources and articles mentioned in this episode visit https://soundretirementplanning.com and click on episode 372

In this podcast episode Jason explains how Medicare works and how much you can expect to budget for health care related expenses as you are getting ready for retirement.

In this podcast episode Jason shares a compilation of interviews he has done with the Social Security Administration to explore the best time to start social security.

In this podcast episode Jason talks about how you can make a retirement budget.  Retirement does not need to be a mystery and we teach you how to simplify it down to the 3 most important numbers.

In this podcast episode Jason shares the story of a friend who recently retired.  Why he retired and what have been a few of the highlights.

In this podcast episode Jason talks about recent stock market volatility and how volatility is the price we pay for the returns we enjoy.

In this podcast episode Jason gives you questions to consider and exercises to do to help you design a great life and plan for a wonderful year.  Be sure to visit episode 366 at SoundRetirementPlanning.com for the free E-book, show notes, videos and software mentioned in this episode.

In this podcast episode Jason looks at the reasons why, and the mechanics of how you rollover your 401(k) to an IRA.  For show notes, links and resources mentioned in the episode visit https://soundretirementplanning.com and click on episode 365.

In this podcast episode Jason shares what it means to leave a legacy and a few exercises to help you become overflowing with thankfulness.

In this podcast episode Jason shares year end planning considerations.

In this podcast episode Jason interviews Dan Jamison about Federal Employees who are separating from service before attaining eligibility for retirement.

In this podcast episode Jason answers your retirement questions and shares your comments.

In this podcast episode Jason helps you prepare for the next market crash.

In this podcast episode Jason interviews Professor Laurence Kotlikoff who is a Professor of Economics at Boston University.  Professor Kotlikoff is author or co-author of 16 books, his recent book on social security was a NY Times best seller, and he is the author of hundreds of professional articles.  He developed software called MaxiFi Planner to help people make smarter financial decisions.