081 Reverse Mortgage Pros & Cons with Tane Cabe

Sound Retirement Radio

Jason interviews Tane Cabe about the pros and cons of reverse mortgages. 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 […]

085 The Best Way To Claim Social Security with Kirk Larson

Jason interviews Kirk Larson about the best way to claim Social Security. Kirk Larson is the Washington Public Affairs Specialist for the Social Security Administration.  He has worked with the agency for over 24 years in both technical and supervisory roles.  Kirk has presented Social Security information in both the Seattle and San Francisco Regions. […]

084 Changes In Social Security

Sound Retirement Radio

Jason interviews Kirk Larson about recent changes in Social Security. Kirk Larson is the Washington Public Affairs Specialist for the Social Security Administration.  He has worked with the agency for over 24 years in both technical and supervisory roles.  Kirk has presented Social Security information in both the Seattle and San Francisco Regions.  He has […]

080 How Much Company Stock Is Too Much? With Andrew Comstock, CFA

Sound Retirement Radio

Jason interviews Andrew Comstock, CFA  President and Chief Investment Officer at Castlebar Asset Management about how much company stock is too much. Andrew has over a decade of experience analyzing financial markets and working with clients to achieve their financial goals. He began his career as a portfolio manager and analyst for an institutional investment […]

079 Taxes & Social Security

Sound Retirement Radio

Jason and Emilia discuss taxes and social security. 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 to retirement. And now, here is your host, Jason Parker. […]

078 Social Security As A Foundation

Sound Retirement Radio

Jason and Emilia discuss Social Security as a foundation for retirement income. 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 […]

077 Understanding a Geriatric Care Manager with Betty Herman

Sound Retirement Radio

Jason Parker interviews Betty Herman about her work as a Geriatric Care Manager with Martha & Mary. Betty Herman is outreach coordinator for Martha and Mary Home and Community Services. Martha & Mary has served the West Sound region for the last 124 years. This not-for-profit organization currently serves people from 4 weeks old to […]

076 Martha & Mary’s 125 Year Anniversary with Paula Rimmer

Sound Retirement Radio

Jason Parker interviews Paula Rimmer about the 125 year anniversary of Martha & Mary. Paula Rimmer is Director of Development at Martha & Mary in Poulsbo, WA, a position she’s held since 2011.  A Bainbridge Island resident since 2004, she’s lived in the Seattle area since 1986, and previously lived in Chicago. She’s a native […]

075 Charitable Giving with Susan Garland from Kiplinger’s Retirement Report

Sound Retirement Radio

Jason Parker interviews Susan Garland about charitable giving. Susan B. Garland is editor of Kiplinger’s Retirement Report, a monthly personal finance publication for retirees and those approaching retirement. The publication covers all topics related to retirement, including investments, taxes, Social Security, pensions, personal money management, philanthropy, annuities, estate planning, health care, housing and leisure activities. […]

074 Medicare Part B with Kiplinger Columnist Kimberly Lankford

Sound Retirement Radio

Jason Parker interviews Kiplinger columnist Kimberly Lankford about Medicare Part B. As the “Ask Kim” columnist for Kiplinger’s Personal Finance, Lankford receives hundreds of personal finance questions from readers every month. She is the author of Rescue Your Financial Life (McGraw-Hill, 2003), The Insurance Maze: How You Can Save Money on Insurance — and Still […]