Radio / Podcast

395 Secure Act 2.0: The Changes You Need To Know

As we ring in the new year, it's a good time to review the rules for required minimum distributions (RMDs). RMDs are an important part of retirement planning, and [...]

By Jason Parker|2023-01-27T16:47:23-08:00January 27, 2023|

394 Tips For Successful Retirement Investing

I was at a conference recently and one of the speakers was Apollo Lupescu PhD. He did a great job of taking the technical aspects of investing and making [...]

By Jason Parker|2022-12-16T16:40:07-08:00December 16, 2022|

393 Investing In Retirement

You may want to consider changing your investment strategy when you retire. As you approach retirement, your investment goals will shift from accumulation to preservation and income. Using investments [...]

By Jason Parker|2022-11-21T10:10:38-08:00November 21, 2022|

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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.