127 Education As A Legacy with Brian Boswell from Savingforcollege.com

Jason and Brian talk about helping grandparents save for college education for their grandchildren. Brian has worked with 529’s in many capacities since 2001. At Savingforcollege.com he is responsible for all things 529, including contributing content, quarterly rankings, and media relations.  Brian previously served as Director of Advisor Distribution to Ascensus College Savings, the leading […]

126 Get The Most Out of Retirement with Sally Balch Hurme

Jason interviews Sally Balch Hurme author of Get The Most Out of Retirement: Checklist for Happiness, Health, Purpose, and Financial Security. Sally Balch Hurme is also the author of the bestselling Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes as well as Checklist for Family Survivors, the 2015 Grand APEX Award winner, […]

125 Planning For Retirement

Jason and Emilia discuss questions about planning for retirement. 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 towards retirement. And now, here is your host, Jason […]