Sound Retirement Radio

Hosted by Jason Parker

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Episodes

100

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Aug 2026

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About the show

With over 1 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jason Parker, the author of the best-selling book "Sound Retirement Planning," has a new book titled "Retirement Calculator: How Much Money Do I Need To Retire." Jason has been seen as a guest on major news networks such as ABC, FOX, and NBC. He also created the Retirement Budget Calculator, a tool that helps retirees with retirement cash flow planning.

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60 recent

August 27, 2026Episode 4781 hr 6 min

478 David Booth - The Man Who Changed Investing

Today I had the good fortune to interview David Booth. Let me tell you a little bit about him. His modest upbringing in Kansas from selling newspapers at 8 years old to selling shoes as a teenager, to working on the team that launched the first index fund; to pioneering what would come to be known as factor investing, David Booth didn't just witness the financial revolution, he helped lead it. For five decades, he's bridged the worlds of academic theory and practical investing, collaborating with Nobel laureates to build Dimensional fund advisors into a $1 trillion global firm that has democratized evidence-based investing for millions. Booth earned degrees in economics and business from the University of Kansas, followed by an MBA from the University of Chicago. His Chicago education proved instrumental to his success, leading to a transformative gift to the business school in 2008. The University of Chicago Booth School of Business now bears his anime, and the contributions continue to support faculty and their field-defining research. Through his visionary application of financial theory to real world investing, Booth has established himself as one of the most influential figures in investing - an outsider who challenged Wall Street's conventional wisdom and won.

August 20, 2026Episode 47946 min

479 Beyond the Birthday Gift: Smart Ways to Build Generational Wealth

In today's podcast, I invited Tim Tenbrink, CFP®, back onto the show. Many of the people we serve are not only interested in how to make the most of their retirement, but they're also in a position where they can think about how to use their wealth to make a meaningful difference for the next generation. There are a number of different ways to give to children and grandchildren, and how you give can be just as important as how much you give. Tim and I have several ideas to share with you today that can help you think more strategically about giving and building generational wealth. I know you're going to enjoy this conversation. And as always, the transcript, along with articles, links, and resources, will be available at Sound Retirement Planning. Just visit SoundRetirementPlanning.com and click on episode 479.

July 27, 2026Episode 47716 min

477 Sound Retirement Score

Take The Assessment: SoundRetirementScore.com In today's podcast, I want to share a brand-new tool we've created to help you evaluate whether you're on track for retirement. Many people think retirement planning comes down to a single number: How much have I saved? But that's only part of the picture. There are actually four key areas you need to understand as you prepare for retirement. In today's episode, we're going to explore each of them and explain why they matter. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on Episode #477. When you work with Parker Financial , our advisors use the Retirement Budget Calculator, a powerful retirement planning tool developed by our firm — to design, test, and refine your retirement plan. It's now used exclusively within our advisory process to help deliver more precise and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don't leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting Parker-Financial.net . Let us help you make the most of your retirement years.

July 16, 2026Episode 47637 min

476 – Will Social Security Be There for Me?

I was at a speaking engagement this week, and we received several questions from the audience about Social Security. Questions like: When should I start Social Security—at 62 or 67? How do spousal benefits work? Will Social Security be there for me? In today's podcast, Tim and I discuss these important questions. We also talk about a new survey from the Reagan National Institute that found many Americans believe affluent households should bear more of the cost of funding entitlement programs. As always, I'll include links to the articles and resources we mention in today's show at SoundRetirementPlanning.com. Just click on Episode 476, titled "Will Social Security Be There for Me?" We're also hosting a special webinar on Social Security and how to integrate it into your retirement plan. If you'd like to attend and see how we help our clients determine the right time to claim Social Security benefits, simply visit the show notes and click the webinar registration link.

June 16, 2026Episode 47515 min

475 Investing In The Next Hot Thing

Everyone wants to invest in the next hot thing. Today, it's SpaceX. Tomorrow, it might be OpenAI or Anthropic. Twenty-five years ago, it was Pets.com. More recently, investors have chased the excitement around Bitcoin, GameStop, AMC, and other "can't-miss" opportunities. The names change, but human nature doesn't. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on Episode #475. When you work with Parker Financial , our advisors use the Retirement Budget Calculator — a powerful retirement planning tool developed by our firm — to design, test, and refine your retirement plan. It's now used exclusively within our advisory process to help deliver more precise and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don't leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting Parker-Financial.net . Let us help you make the most of your retirement years.

May 26, 2026Episode 47424 min

474 Real World Client Concerns

In today's episode, Jason welcomes Tim Tenbrink, CFP®, financial planner at Parker Financial, for a conversation about some of the most common concerns facing people as they prepare for retirement. From navigating stock market volatility to estate planning and everything in between, they share practical insights drawn from real conversations with retirees and those nearing retirement. Enjoy this episode of Sound Retirement Planning . To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on Episode #474. When you work with Parker Financial , our advisors use the Retirement Budget Calculator — a powerful retirement planning tool developed by our firm — to design, test, and refine your retirement plan. It's now used exclusively within our advisory process to help deliver more precise and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don't leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting Parker-Financial.net . Let us help you make the most of your retirement years.

May 12, 2026Episode 47314 min

473 - 2026 Retirement Challenge: Social Security. What Are We Really Optimizing For?

Social Security is an incredible benefit. It's inflation-adjusted income, it can be tax-efficient, and it includes spousal and survivor benefits. For many retirees, it becomes one of the most valuable financial assets they have. But determining the best time to start Social Security is more complicated than simply using an online calculator that tells you how to get the largest check. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on Episode #473. When you work with Parker Financial , our advisors use the Retirement Budget Calculator — a powerful retirement planning tool developed by our firm — to design, test, and refine your retirement plan. It's now used exclusively within our advisory process to help deliver more precise and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don't leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting Parker-Financial.net . Let us help you make the most of your retirement years.

April 16, 2026Episode 47210 min

472 What a Trip to Maui Taught Me About Money and Life

I just got back from a trip to Maui with my wife and daughter… and it hit me— My wife and I are about to become empty nesters. For the first time in 29 years… life is about to change in a really big way. And this trip gave me some perspective that I didn't expect… about money, about being present, and about what really matters as we move into the next phase of life. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on Episode #472. When you work with Parker Financial , our advisors use the Retirement Budget Calculator — a powerful retirement planning tool developed by our firm — to design, test, and refine your retirement plan. It's now used exclusively within our advisory process to help deliver more precise and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don't leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting Parker-Financial.net . Let us help you make the most of your retirement years.

March 20, 2026Episode 47115 min

471 – Is Your Net Worth Lying to You? – 2026 Retirement Challenge Part 4

Today we're going to talk about your net worth, a number that everyone has but very few really know what it is and even fewer people truly understand what it means when it comes to retirement. This episode gets us back on track with the 2026 Retirement Challenge. Each episode in this series focuses on one step you can take to determine whether you're ready to retire in 2026. If you're already retired, this is still a valuable exercise to make sure your plan is on track. And if you're a client of Parker Financial, you can rest assured—we're already doing this work for you. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on Episode #471. When you work with Parker Financial , our advisors use the Retirement Budget Calculator — a powerful retirement planning tool developed by our firm — to design, test, and refine your retirement plan. It's now used exclusively within our advisory process to help deliver more precise and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don't leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting Parker-Financial.net . Let us help you make the most of your retirement years.

March 12, 2026Episode 47016 min

470 War and Stock Market Volatility

I'm going to take a short break from our theme for the year—the 2026 Retirement Challenge—because I want to address a concern I'm hearing from many people right now: the fear about war and how it might impact their investments. To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on Episode #470. When you work with Parker Financial , our advisors use the Retirement Budget Calculator — a powerful retirement planning tool developed by our firm — to design, test, and refine your retirement plan. It's now used exclusively within our advisory process to help deliver more precise and personalized outcomes. At Parker Financial, we build well-crafted retirement and investment strategies grounded in academic research and financial science — designed to give you clarity, confidence, and freedom as you move into and through retirement. Don't leave your future to chance. Take the first step toward a sound retirement. Schedule your complimentary discovery session today by visiting Parker-Financial.net . Let us help you make the most of your retirement years.