109 Annuities- The Good, Bad & Ugly

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Jason and Bob discuss the pros and cons of annuities.   Below is the full transcript: ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Announcer: Welcome back, America, to Sound Retirement Radio, where we bring you concepts, ideas, and strategies designed to help you achieve clarity, confidence, and freedom as you prepare for and transition through retirement. Now, here is your host, […]

September 2016 Quick Clicks for the Financial World

QuickClicks

Read these quick articles to get the current heartbeat of the financial world Money: Uh-Oh, We’re Racking Up Credit Card Debt Like It’s 2007 Again Blomberg: Factory Output in US Declines More than Forecast in August Fortune: Most Americans Think the Country’s Economic Issues are Washington’s Fault USA Today: Not Fast or Furious: Riding in Ford’s Self-Driving Car PBS […]

108 Your Retirement Questions Answered

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Jason and Bob answer recent questions about retirement from our community. Below is the full transcript: ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Announcer: Welcome back, America, to Sound Retirement Radio, where we bring you concepts, ideas and strategies designed to help you achieve clarity, confidence and freedom as you prepare for and transition through retirement. Now here’s your host Jason […]

Consolidate, Optimize & Simplify

Retirement does not have to be complicated

05 May Retirement Planning

Imagine you just retired. You visit your mailbox to find year end statements and tax related documents for multiple accounts. You now realize that over a lifetime of saving and investing, you have more than twenty accounts at various financial institutions. At the time, making those investments made perfect sense, and there was a reason for […]

107 Radical Retirement Planning with Joshua Sheats from Radical Personal Finance

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Jason and Joshua discuss radical retirement planning. Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, […]

106 How To Save Money On Insurance In Retirement

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Jason and Kevin Krieger with Geico Insurance discuss how to save money on insurance in retirement. To learn more please visit Geico.com- Get to know Kevin Krieger Below is the full transcript: ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Announcer: Welcome back, America, to Sound Retirement Radio, where we bring you concepts, ideas, and strategies designed to help you achieve clarity, confidence, […]

105 Why Are You Diversified?

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Jason and Bob discuss risk and diversification. Below is the full transcript: ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Announcer: Welcome back America to Sound Retirement Radio where we bring you concepts, ideas and strategies designed to help you achieve clarity, confidence and freedom as you prepare for and transition through retirement. And now here is your host; Jason Parker. Jason: […]

104 Estate Planning with John Kenney

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Jason and John discuss estate planning. Mr. Kenney has nineteen years’ experience helping families, individuals and business owners with estate planning, asset protection, wealth preservation and transfer and tax minimization. He is a Managing Partner of his law firm. A sought after expert, Mr. Kenney is the author of several articles and has presented at dozens of seminars throughout […]