477 Sound Retirement Score
Take The Assessment: SoundRetirementScore.com In today's podcast, I want to share a brand-new tool we've created to help you evaluate whethe...
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Sound Retirement Radio
Investing and retirement planning to help you achieve clarity, confidence and freedom as you prepare for and transition into and through retirement.
Episodes
20 of 105 episodes
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 sh...
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...
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 comm...
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 bene...
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...
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 u...
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 fr...
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 und...
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 S...
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...
#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...
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.
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 Rus...
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...
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 b...
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 nee...
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...
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 podca...
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 4t...