In this podcast episode Jason interviews Brett Warner about his experiences investing in real estate and his new podcast - Strategy Investment. Resources mentioned in this episode: https://strategyinvestment.net/Strategy [...]
In this podcast episode Jason shares a checklist for people who are getting ready for retirement. Be sure to signup for the Retirement Budget Calculator and access to our private [...]
In this podcast episode Jason explores the why, how and when of investment portfolio rebalancing. Below are links and resources mentioned in this episode: Vanguard research on rebalancingVanguard [...]
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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.
