In this podcast episode Jason interviews Mel about his journey into retirement. Resources mentioned in the episode: State Health Insurance Assistance ProgramsRetirement Answer ManNew RetirementRetirement Budget Calculator Book: [...]
In this podcast episode Jason explores the Required Minimum Distributions including: What is the RMDWhat is the RBDWhat is the penalty for missing the RMDWhat types of accounts [...]
In this podcast episode Jason explores why the Health Savings Account is one of the best retirement planning accounts. In summary an HSA is one of the best [...]
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Parker Financial LLC does business as the following: Sound Retirement Planning, Sound Retirement Radio, Insurance Services by Parker Financial, LLC, & Parker Financial. Home office located at 9230 Bay Shore Drive NW #201, Silverdale, WA 98383. Jason Parker, RICP® is a Registered Investment Adviser Representative and has a Washington State insurance license. Parker Financial LLC is a registered investment adviser with the SEC. The adviser may not transact business in states where it is not appropriately noticed-filed, excluded or exempted from registration. Most states allow for a de minimis exemption of up to 5 clients in any state. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without notice filing with the SEC or exemption. Retirement Budget Calculator LLC and Parker Financial LLC are affiliated entities and under common control.
