Sound Retirement Radio

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

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

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 retirem

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—a

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, in

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 t

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 be

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 i

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 i

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

469 Guaranteed Retirement Income - 2026 Retirement Challenge Part 3

This is the first exercise of the 2026 retirement challenge that most people actually enjoy.  The first episode was all about purpose and understanding why you will retir

468 – Spending- 2026 Retirement Challenge (Part 2)

If there were no spending, there would be no need for investments. No portfolios. No Monte Carlo simulations. No withdrawal strategies. No Social Security timing deb

467 An Important Announcement About The Retirement Budget Calculator

In this episode, Jason shares an important announcement about the future of the Retirement Budget Calculator. He explains why the tool will no longer be available to new

#466 The 2026 Retirement Challenge: Start With Why

We are going to start the  year off with a podcast series called "The 2026 Retirement Challenge".  The idea is that each podcast I am going to bring you one thing to work

465 The Year in Review — and Preparing for the Year Ahead

In today's podcast, I want to take a few minutes to look back on 2025…and then use what we learned to prepare for 2026.  

464 Let's Talk About Gold - Should You Own It?

Gold is up more than 50% year-to-date. Costco has been selling gold bars that fly off the shelves. The Discovery Channel's hit show Gold Rush draws millions of viewers. A

463 The New Enhanced Senior Deduction

In today's podcast, I want to talk about the new Enhanced Senior Deduction that was passed and signed into law on July 4th, 2025. If you are 65 years old or older—or wi

462 Is A Market Crash Coming?

I'm really excited about today's episode because I want to speak directly to the anxiety that so many of you are feeling — and that you've been sharing with me lately.

461: Four Reasons Good People Fail at Retirement—and How to Avoid Them

So I've met a lot of people over the years who have over prepared for retirement, and I've met others where I had to say, I'm sorry, you need to keep working. Unfortunate

460 What Do You Want?

Today's podcast has three parts: first, a simple question to help you gain clarity; second, a common financial mistake we see—and how to fix it; and third, practical inve