333 We’re Talking Millions with Paul Merriman

Sound Retirement Planning Podcast

In this podcast episode Jason interviews Paul Merriman about his new book titled – We’re Talking Millions – 12 simple steps to supercharge your retirement. Below are links to articles and resources mentioned in this episode: Paul Merriman.comWe’re Talking Millions -Available on Amazon

332 Buckets with Christine Benz Director of Personal Finance at Morningstar

Sound Retirement Planning Podcast

In this podcast episode Jason interviews Christine Benz who is the director of personal finance at Morningstar about the idea of using buckets as a way to diversify your money as you make the transition into retirement. Below are links to articles and resources mentioned in this episode: Here is a link to the model […]

331 Dr. Craig Israelsen Developer of the 7Twelve Portfolio

Sound Retirement Planning Podcast

In this podcast episode Jason interviews Dr. Craig Israelsen about the 7Twelve portfolio. We discuss asset allocation, inflation, budgeting, rebalancing, commodities, RMD’s, diversification using buckets and retirement planning. You can learn more about Dr. Israelsen and the work he is doing at:https://7twelveportfolio.com/