193 Diversify & Asset Allocation

Jason and Emilia discuss diversifying and asset allocation during your retirement years. 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 […]

192 “529 Savings Plans for Grandparents”

In this episode I interview Jeffrey J. Pritchard, CFP®, CAP® about his new book, 529 Savings Plans for Grandparents Creating a Family Legacy of Higher Education.  For thirty-five years Jeff Pritchard has worked with some of the nation’s premiere wealth management organizations, advising families how to achieve their multigenerational financial and philanthropic goals.  Jeff holds […]

191 A Special Offer For You

Jason and Emilia discuss the launch of his revised and updated book, Sound Retirement Planning. 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, […]