Sound Retirement Radio

Most people tell me they don’t mind paying their fair share in taxes but they don’t want to pay more than their fair share.  If you are interested in strategies to reduce your taxes in retirement I think you are going to love this episode.

In today's podcast episode I interviewed Steven Jarvis who is the co author of the book “Don’t get killed on taxes” and the host of the Retirement Tax Podcast. 

• We talked about how to pay less money in taxes on social security income.
• When do ROTH conversions make sense?
• Sneaky shadow taxes to watch out for. 
• How your income and withdrawal strategy can impact your Affordable Care Act tax credits.
• The triple tax savings of HSA accounts!
• QCDs for tax planning. 
• Long term capital gains and depreciation recapture when selling rental properties.

For Articles, Links & Resources Discussed In Today's Episode Visit:
https://soundretirementplanning.com/

We're on YouTube!

Are You Ready To Retire?  Be sure to check out the Retirement Budget Calculator

LET'S CONNECT:

Facebook
LinkedIn
Website

Buy Jason's New Book: Retirement Calculator and be sure to leave a 5 star review.

One of the major things that can derail a good retirement plan is experiencing a healthcare event that doesn't kill you but requires you to need care for an extended time. The healthcare events that could cause you to need long-term care range from frailty and aging, recovering from an accident, having a stroke, getting cancer, getting Parkinson's disease, dementia, and of course the one that most of us fear......Alzheimers.

Today it is my good fortune to bring David Clemons on to the podcast to discuss long-term care insurance. I've known David Clemons for nearly 20 years and during that time his specialty has been helping people come up with a plan for how they will handle a long-term care event.

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: Retirement Calculator: How Much Money Do I Need To Retire?

I always like to find people who are on this retirement journey and let them share their stories. Today, I'm speaking with Joe Kuhn - a 58-year-old retiree who has been sharing his experiences being retired for the past several years on his YouTube channel. He retired at 54 and had a retirement budget of 8k per month. Joe will be talking about how he planned for his retirement, his bucket approach to diversifying his retirement portfolio, why he knew it was time to retire, how to retire to something and not from something, and the retirement software he uses to help him stay organized.

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

I 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.

The Free Lunch Podcast

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: Retirement Calculator: How Much Money Do I Need To Retire?

In today's podcast, I interview Dr. Craig Israelsen. We talked about the banking turmoil, investment portfolio construction, asset allocation, taking a pension vs a lump sum, how much guaranteed income is needed, when to start social security, diversification across asset classes, and when active management makes sense, should you have exposure to China? and near the end of the show we had a more philosophical discussion about what it means to live a good life and the contribution we make.

Learn more at: https://www.7twelveportfolio.com/index.shtml

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 New Book: Retirement Calculator: How Much Money Do I Need To Retire?

I recently had the opportunity to speak with Heidi Thorsen, a passionate teacher of Guided Autobiography classes which she conducts via Zoom. Heidi leads classes to help people capture their life stories and turn them into meaningful memoirs that can be shared for generations to come.

If you want to learn more be sure to visit tyememoirs.com

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

I have had a few emails and phone calls with people asking about the safety of their banks. Should they change banks? Should they diversify across banks? What's protected and so on.

So in today's show, I want to answer some of these questions and give you the resources you need to evaluate your bank or credit union and also answer the question of how much protection you have.

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: Retirement Calculator: How Much Money Do I Need To Retire?

In today's podcast, I will give you an overview of not only how the RMDs have changed again, but a few of the other changes brought about as a result of the new Secure Act 2.0 that was signed into law on December 29, 2022.

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

I was at a conference recently and one of the speakers was Apollo Lupescu PhD. He did a great job of taking the technical aspects of investing and making them relatable and understandable and so I asked him to be a guest on today's show. Apollo is a highly regarded speaker from Dimensional Fund Advisors, a premier global investment firm managing over $650 billion in assets for institutional investors and clients of select financial advisors.

Here are some of the topics we cover in today's podcast:

• Interest rates and the impact on real estate and the potential for a recession.
• Is this the right time to be investing?
• The difference between the stock market and the economy.
• How to get out of the worry game and what it means to have a good plan.
• What should investors do in a high-inflation environment.
• What is the Break even Inflation Rate and why is it important?
• We discuss Crypto & Bitcoin.
• What does history show us about Republican vs Democrat leadership and investing in the stock market?
• What are some of the drivers of higher expected returns?

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 New Book: Retirement Calculator- How Much Money Do I Need To Retire?

You may want to consider changing your investment strategy when you retire. As you approach retirement, your investment goals will shift from accumulation to preservation and income. Using investments to supplement your income in retirement can help you maintain your lifestyle and make the most of your hard-earned savings. The importance of asset allocation, diversification, and financial science when constructing a strategy for investing in retirement years cannot be understated.

Articles, Links & Resources Visit:
https://soundretirementplanning.com/

We're on YouTube!

Investing In Retirement Video on YouTube

Are you DIY?  Be sure to check out the Retirement Budget Calculator

LET'S CONNECT:

Facebook
LinkedIn
Website

Buy Jason's  New Book: Retirement Calculator: How Much Money Do I Need To Retire?

In 2015 Fritz Gilbert had just started his blog called the Retirement Manifesto and at the time he was sharing our Sound Retirement Radio podcasts on Facebook. I reached out to him to see if he wanted to share his story on Sound Retirement Radio. I'll post this original interview in the show notes if you want to take a trip back in time and listen as he was just getting started with his blog. Since then Fritz has written a popular book called "Keys to a successful retirement" and he continues to write and publish articles on his very popular blog to talk about his journey into and through retirement. It was my good fortune to reconnect with Fritz and I am sure you are going to love this interview.

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: Retirement Calculator: How Much Money Do I Need To Retire?

Market volatility can be incredibly stressful for those who are approaching retirement or are already retired. In September, we saw a sharp decline in the stock market, leaving many investors feeling worried about their financial future. However, there are retirement strategies that can help mitigate the effects of market volatility.

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 NEW Book: Retirement Calculator: How Much Money Do I Need To Retire

The #1 question people have as they prepare for retirement is "Have I saved enough?"  In this podcast episode Jason discusses his new book and explains how you can remove the guesswork so that you can enjoy a Sound Retirement.

Jason's new book is now available exclusively on Amazon and for a limited time you can purchase the book at a very low introductory price.

Retirement Calculator - How Much Money Do I need To Retire?

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 New Book:
Retirement Calculator - How Much Money Do I Need To Retire?

Are you nearing retirement age and feeling a little anxious about it? You're not alone. A lot of people feel this way, even if they have been planning for retirement for years. High inflation, rising interest rates, and stock market volatility have made retirement planning more difficult than ever.

But don't despair. There is a recipe for a sound retirement, and I'm going to share it with you.

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

Are you ready to retire?

Are you ready to retire?

For today's podcast, I am interviewing a friend of mine who retired recently. Many of you will recognize Richard Tizzano, as he is an expert in Elder Law and estate planning, he is the author of a wonderful book on the subject called Accidental Safari and he has been a regular guest on Sound Retirement Radio. In today's show, we talk about his recent decision to retire and dig into the details. I'll have a link in the show notes to his book if you are interested.

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

Today's show is about setting and achieving goals. Goals are direction. Goals are about focus. Where we focus is where our life goes. Even if you don't achieve the goals it is good to be moving in the right direction. In today's show, I invited Carly Tizzano to be our guest. Carly is the host of the resolve podcast and she has a coaching business to help people achieve their goals.

You can find Carly Tizzano online at CarlyTizzano.com

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

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

In 2013, Eugene Fama won the Nobel Prize in Economics for his work on the efficient market hypothesis. One of his most significant contributions to investing has come from his collaboration with his colleague Kenneth French and their work in the development of Factor Models for Investing and their contribution to portfolio construction at Dimensional Fund Advisors. Asset allocation models based on a factor-based framework have become incredibly popular in the investment community, and many investors are wondering whether or not they should incorporate factors into their retirement investment framework.

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

It's been a wild ride in the stock market lately. Volatility has been on the rise, and it seems like every day brings a new headline about the stock market crashing. So what's an investor to do? I am going to give you a few tips and things to consider to help you survive stock market volatility and come out ahead in the long run!

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

In today's podcast Jason interviews the retirement travelers John & Bev about their retirement journey and their travel in the USA and around the world.

Retirement Travelers YouTube

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