Radio / Podcast

073 Understanding the Roth 401k with David Waldrop

Jason Parker interviews David Waldrop, CFP about the Roth 401k. As a Certified Financial Planner and President of Bridgeview Capital Advisors, Inc., David is responsible for advising clients [...]

By Jason Parker|2016-01-14T12:49:02-08:00December 9, 2015|

072 Social Security Intelligence

Jason interviews Devin Carroll about Social Security intelligence. Devin has been helping people with money related advice for a while. In addition to his ownership role at Carroll [...]

By Jason Parker|2022-12-02T11:52:41-08:00December 3, 2015|

071 Sound Retirement Planning

Sam Maupin interviews Jason Parker about his book, Sound Retirement Planning. Below is the full transcript: •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Announcer: Welcome back America to Sound Retirement Radio, where we bring you concepts, [...]

By Jason Parker|2015-12-04T14:53:08-08:00November 25, 2015|

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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.