I’m so glad you’re joining me for episode 449, where I have the privilege of interviewing Eduardo Repetto, Chief Investment Officer at Avantis. In today’s episode, we dive into [...]
In 2019, two pastors from my church approached me with a request: would I be willing to create a foundation or endowment to raise money for the Christian school [...]
Imagine you could give to charity, lower your tax bill, and satisfy your Required Minimum Distributions—all at the same time. Most retirees don’t realize that there’s a smarter way [...]
Helping with a retirement plan designed to achieve clarity, confidence and freedom.
By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.
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.
