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332 Buckets with Christine Benz Director of Personal Finance at Morningstar

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 [...]

By Jason Parker|2020-12-03T07:39:23-08:00November 30, 2020|

331 Dr. Craig Israelsen Developer of the 7Twelve Portfolio

https://traffic.libsyn.com/secure/soundretirementradio/331_Dr._Craig_Israelsen_Developer_of_The_7Twelve_Portfolio.mp3 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 [...]

By Jason Parker|2020-11-23T14:34:14-08:00November 23, 2020|

330 Inflation

In this podcast episode Jason talks about inflation and how it impacts your retirement and what you can do about it. ★★★★ Below are links to articles and [...]

By Jason Parker|2020-11-22T08:15:40-08:00November 22, 2020|

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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.