Sound Retirement Radio artwork

Sound Retirement Radio

258 episodes - English - Latest episode: about 14 hours ago - ★★★★ - 376 ratings

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.

Investing Business retirementplanning investing retirement soundretirementradio
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Episodes

432 Navigating Your Financial Future: A Comprehensive Guide to Managing Retirement Income

July 02, 2024 12:00 - 18 minutes - 25.1 MB

If you are getting ready to retire one of the most important things that you need to understand is how to manage retirement income. At the end of the day retirement is simply making sure you have enough income to cover all of your expenses. In today's podcast we are going to look at Retirement Income. Discover the power of planning with the Retirement Budget Calculator Pro v. 4.0!  

431 Exploring Reverse Mortgages: Pros, Cons, and Real-World Insights

June 25, 2024 22:47 - 55 minutes - 76.9 MB

In today's podcast I interview Tane Cabe regarding reverse mortgages. In addition to doing a general overview of what they are we discuss how reverse mortgages can be used to increase cashflow in retirement, how a reverse mortgage can be used for the purchase of a home, we talk about taxes and fees associated with these mortgages, how some people are planning to use a reverse mortgage to help with long term care planning. We also share several stories that illustrate how people are using rev...

430 Mastering HSAs: Tips for 2024 and Beyond

May 31, 2024 10:00 - 31 minutes - 43.3 MB

Health savings accounts are the most incredible tool available for retirement savings. Unfortunately, too many people I meet are missing out on using HSAs as part of their retirement strategy. We are going to do a deep dive into HSAs, but... They are best for people who do not have a lot of health care costs every year and have the money to make the maximum contributions to an HSA. They have triple tax advantages in that your contributions are tax-deductible, earnings grow tax-free, and wi...

429 Unlock Retirement Confidence: The 3 Numbers You Must Know

May 21, 2024 10:00 - 40 minutes - 55.3 MB

In today's podcast episode, Jason shares three key numbers essential for retiring with confidence. He's interviewed by Ashley Micciche from the Retirement Quick Tips Podcast. Don't forget to check out Ashley's podcast: Retirement Quick Tips. Articles, Links & Resources mentioned in today's show can be found at https://soundretirementplanning.com. If you enjoy todays podcast be sure to share it with a friend and leave us a 5 star review. The Retirement Budget Calculator is an intuitive...

428 Donor Advised Funds with HighGround Advisors

May 06, 2024 12:00 - 53 minutes - 73.2 MB

In today's podcast episode I have the good fortune to interview Joe Hancock and Katie Warren who are with HighGround Advisors regarding Donor-Advised funds and charitable giving strategies. We cover a lot of the mechanics of donor advised funds such as how to set one up, how they work, fees associated with them and some of the tax benefits that come along with them. One interesting aspect we discuss is how donor advised funds can be used as a tool for multi-generational giving and passing ...

427 Your Best Financial Life with Anne Lester

April 24, 2024 22:41 - 1 hour - 95.3 MB

In today's podcast, Jason interviews Anne Lester about her new book, "Your Best Financial Life: Save Smart Now for the Future You Want." Anne is a retirement expert, formerly serving as the Head of Retirement Solutions for JPMorgan Asset Management, where she dedicated nearly 30 years of her career. During the interview, Anne not only shares insights from her own retirement journey but also discusses the aspects of retirement she eagerly anticipates in this new phase of life. She offers ...

Jason's Journey: How Pickleball Helped Me Lose 20 Pounds In 4 Months (+ Belly Fat)

April 18, 2024 00:41 - 21 minutes - 29.5 MB

Here is a question for you to consider. What's the point of accumulating wealth for retirement if poor health prevents you from enjoying it? Recenlty I have had people noticing that I have lost weight, commenting on how skinny I have become and asking me what I was doing. And I have to tell you I am feeling great. So in todays podcast I'm going to share with you what changed and how I've been able to lose 20 pounds in four months and also lose the belly fat. I'm going to share my diet an...

425 Biblical Stewardship with Tim Tenbrink

March 28, 2024 18:44 - 23 minutes - 32.3 MB

In this Easter special episode, Jason welcomes Tim Tenbrink as a guest to delve into the topic of biblical stewardship.

424 Finding Clarity: Your Roadmap to a Fulfilling Retirement

March 20, 2024 21:46 - 1 hour - 89.6 MB

In today's podcast we cover a lot of retirement topics. The reason I wanted to share this podcast episode with you is because we talked about finding purpose in this next phase of life. I want all of the people who listen to Sound Retirement Radio to achieve Clarity, Confidence and Freedom and I want you to retire too something, not from something. In this podcast we discuss 7 exercises you can use to help you achieve a greater sense of clarity. The free PDF document we discuss in this epi...

423 To Sell or Not to Sell? Evaluating Your Rental Property's Role in Retirement

March 13, 2024 23:38 - 17 minutes - 24.6 MB

In today's podcast episode, I want to explore how to evaluate if it makes sense to sell a rental property. Many people we have served over the years own rental properties and rental properties can be a great tool for retirement because they generate predictable inflation-adjusted income. However rental properties can have their drawbacks as well. In today's show, I am going to share the process that we use to help people evaluate if they should keep or sell a rental property from the perspec...

To Sell or Not to Sell? Evaluating Your Rental Property's Role in Retirement

March 13, 2024 23:38 - 17 minutes - 24.6 MB

In today's podcast episode, I want to explore how to evaluate if it makes sense to sell a rental property. Many people we have served over the years own rental properties and rental properties can be a great tool for retirement because they generate predictable inflation-adjusted income. However rental properties can have their drawbacks as well. In today's show, I am going to share the process that we use to help people evaluate if they should keep or sell a rental property from the perspec...

422 Pursuing Higher Expected Returns with Wes Crill PhD

February 16, 2024 22:49 - 48 minutes - 66.2 MB

It is my good fortune to have Wes Crill, PhD as a guest on the podcast today. Wes is a senior investment director and Vice President with Dimensional Fund Advisors. Prior to joining Dimensional, he was a PhD student studying materials science engineering at North Carolina State. His research focused on modeling engineering processes at a scale of 1 billionth the size of a human hair. In today's podcast we discuss the difference between investing and gambling. The benefits of global diversi...

421 Will The Stock Market Crash In 2024?

January 02, 2024 22:45 - 11 minutes - 15.6 MB

One of my clients recently forwarded an article with the headline that reads "US economist predicts 2024 will bring "Biggest crash of our lifetime". Here is a quote from the article  "This is the one time I'm telling you, do not listen to your financial adviser. Things are not going to come back to normal in a few years. We may never see these levels again. And this crash is not going to be a correction. It's going to be more in the '29 to '32 level. And anybody who sat through that would ...

420 How Do Presidents Impact The Stock Market?

November 29, 2023 12:00 - 8 minutes - 12.4 MB

Will the outcome of the next presidential election have an impact on your investment strategy? Should it? Will you be making changes to your investments depending on who is elected? Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY?  Be sure to check out the Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website  

419 Favorite Things 2023

November 24, 2023 11:00 - 17 minutes - 24.3 MB

In todays podcast I'm going to share some of my favorite things in 2023. You will notice I'm releasing this episode on Black Friday. It's time to get your wallet out and start shopping. This time of year give me a bit of anxiety because I'm not very good at buying gifts. I remember when Oprah used to do her Favorite things TV show and everyone in the audience would receive gifts, well no such luck in todays podcast you guys are not getting anything other than ideas. But finding the perfect g...

418 Chapter 13 Final Thoughts

November 21, 2023 10:00 - 7 minutes - 10.5 MB

We made it. Following today's podcast, I am excited to announce that all 13 chapters of my latest book have been recorded and released as a free podcast exclusively for you, our listening community. Soon we will be releasing the audiobook. If you listen to, or read the entire book you will notice that it starts with a basic framework for a comprehensive retirement financial plan and each chapter builds on the next. I sure appreciate the opportunity to teach you the concepts, ideas and stra...

417 Chapter 12 Hiring A Financial Advisor

November 14, 2023 10:00 - 30 minutes - 41.9 MB

In this podcast episode, I will provide compelling reasons for you to seriously consider the benefits of hiring a financial advisor. Why it is important to avoid high fees and commissions. To comprehend the potential value that advisors can offer, we examine studies conducted by Canada, Vanguard, Morningstar, and Envestnet PMC. Hiring a financial advisor can bring peace of mind, as it helps us uncover the unknowns we didn't even realize existed. Hiring a financial advisor can provide valuabl...

416 Chapter 11 Medicare

November 07, 2023 10:00 - 10 minutes - 14.9 MB

In today's podcast, you are going to learn about Medicare. Medicare is a comprehensive health insurance program that becomes available to most individuals when they reach the age of 65. We cover topics such as, What are the different parts of Medicare, when should you enroll? How much should you budget for Medicare? Insurance often stands out as the most significant expense for those who have successfully paid off their mortgage. Medicare is a good deal once you turn 65 and you will want to ...

415 Chapter 10 Rebalance Or Buy Low Sell High

October 31, 2023 10:00 - 15 minutes - 20.7 MB

In today's podcast, we are going to explore Rebalancing. We will look at investment portfolio construction, how rebalancing is implemented and when you should consider doing the rebalancing. When you are getting ready to retire you will begin to think more about how your investments can generate cash flow and you will likely feel the need to reduce volatility when you begin taking portfolio withdrawals. Rebalancing serves primarily as a risk mitigation tool rather than a means of maximizing ...

414 Chapter 9 Why Asset Allocation Is So Important

October 24, 2023 10:00 - 20 minutes - 28.9 MB

In Chapter 9, we delve into the importance of asset allocation and the pursuit of higher expected returns using academic research to inform our investing strategy. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a comprehensive review of your current investments,...

413 Chapter 8 Investing

October 17, 2023 10:00 - 36 minutes - 50.3 MB

In Chapter 8, we dive into investing strategies. I spend the first couple of pages of this chapter talking about diversification of your money across time segments, often called buckets. Since the publication of this book I have completed some additional back testing of a bucket strategy using a bucket simulator that one of our RBC community members developed and which you have access to. One of the things I was attempting to do in the buckets backtest was to simplify buckets by spending the...

411 Chapter 7 Retirement Withdrawal Strategies

October 10, 2023 10:00 - 16 minutes - 23.1 MB

In Chapter 7, we dive into retirement withdrawal strategies. We will look at the 4% withdrawal rule, the buckets strategy (which is similar to the barbel strategy), Dynamic withdrawals, the RMD rule, Spending floors, only spending dividends and interest and never touching the principal. There are pros and cons to each of these strategies but at the end of the day you will need to pick the strategy that makes the most sense for you. The Retirement Budget Calculator is an intuitive tool that...

410 Chapter 6 Social Security

October 03, 2023 10:00 - 10 minutes - 13.9 MB

In Chapter 6, we dive into the crucial decision of when to start claiming social security benefits. For many individuals, this choice can determine whether they have sufficient funds for retirement or face financial challenges later on. Implementing an effective social security claiming strategy can potentially result in an additional $50,000 to $100,000 of lifetime income. For many people social security is the only guaranteed income they will have in retirement. It is prudent to dedicate t...

412 Down But Not Out

September 29, 2023 10:00 - 7 minutes - 10.8 MB

This special episode because I wanted to address some of the concerns we are hearing from people regarding stock market volatility and some of the news headlines. The title of this episode is "Down But Not Out". The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our team, we offer a c...

409 Chapter 5 Retirement Spending

September 26, 2023 12:00 - 7 minutes - 10.8 MB

How much money do you need to retire? What impact will inflation have on your retirement? When should you start social security? How long will your money last? These are the topics I cover in my book and as we prepare to launch the audio version of the book I am giving you one chapter per week as a podcast episode. In episode 409, we delve into the crucial topic of retirement spending. Understanding your expenses plays a vital role in determining if your savings are sufficient. Unf...

408 Chapter 4 How Long Does Your Money Need To Last

September 19, 2023 12:00 - 10 minutes - 13.8 MB

How long does your money need to last?  In this chapter I discuss longevity and some of the tools you can use to estimate your life expectancy.  Click here for a video on how to use the Society of Actuaries Longevity Calculator. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you. When you hire our ...

407 Chapter 3 Net Worth How Do You Compare?

September 12, 2023 12:00 - 9 minutes - 12.7 MB

I'm excited to announce the upcoming release of the audio version of my book, "Retirement Calculator: How much money do I need to retire?". As a token of appreciation to our podcast listeners, I'll be unveiling one chapter per week as a podcast episode. In essence, over the course of the next 13 weeks, you'll have the opportunity to enjoy the entire audiobook completely free of charge. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any ...

406 Chapter 2 Achieving Financial Independence

September 05, 2023 12:00 - 12 minutes - 16.7 MB

I'm excited to announce the upcoming release of the audio version of my book, "Retirement Calculator: How much money do I need to retire?". As a token of appreciation to our podcast listeners, I'll be unveiling one chapter per week as a podcast episode. In essence, over the course of the next 13 weeks, you'll have the opportunity to enjoy the entire audiobook completely free of charge. Be sure to visit SoundRetirementPlanning.com and click on episode #406 for articles, links and resources ...

405 Chapter 1 Retirement

August 29, 2023 21:44 - 12 minutes - 17.5 MB

I'm excited to announce the upcoming release of the audio version of my book, "Retirement Calculator: How much money do I need to retire?". As a token of appreciation to our podcast listeners, I'll be unveiling one chapter per week as a podcast episode. In essence, over the course of the next 13 weeks, you'll have the opportunity to enjoy the entire audiobook completely free of charge. The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any ...

404 5 Smart Reasons To Start Social Security Early

August 08, 2023 18:06 - 15 minutes - 21 MB

In today's podcast, I am going to explain why it's important to think carefully before claiming your social security benefits and why starting social security at age 62 may not always be the best choice. For Articles, Links & Videos and Resources Visit: https://soundretirementplanning.com/ We're on YouTube! VIDEO: The Shocking Truth About When To Start Social Security Be sure to check out the Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website Buy Jason's ...

403 How To Evaluate The Lump Sum vs Annuity Pension Option: Pros And Cons

June 26, 2023 22:33 - 17 minutes - 24.5 MB

A common question we receive is whether it's better to choose the lump sum or the pension. In today's podcast, I want to give you several of the things we are looking at when helping people make this decision about whether to take a lump sum or a pension. In addition to the questions and framework for making this decision, I created a video that we will include in the show notes to show you how we use a spreadsheet in conjunction with the Retirement Budget Calculator to help us examine t...

402 Don't Get Killed On Taxes With Steven Jarvis, CPA, MBA

May 24, 2023 21:09 - 37 minutes - 51.6 MB

Most people tell me they don’t mind paying their fair share in taxes but they don’t want to pay more than their fair share.  If you are interested in strategies to reduce your taxes in retirement I think you are going to love this episode. In today's podcast episode I interviewed Steven Jarvis who is the co author of the book “Don’t get killed on taxes” and the host of the Retirement Tax Podcast.  We talked about how to pay less money in taxes on social security income. When do ROTH con...

401 To Insure Or Not To Insure? Decoding The Need For Long Term Care Insurance

May 16, 2023 01:39 - 59 minutes - 82.3 MB

One of the major things that can derail a good retirement plan is experiencing a healthcare event that doesn't kill you but requires you to need care for an extended time. The healthcare events that could cause you to need long-term care range from frailty and aging, recovering from an accident, having a stroke, getting cancer, getting Parkinson's disease, dementia, and of course the one that most of us fear......Alzheimers. Today it is my good fortune to bring David Clemons on to the podc...

400 The Shocking Truth About Early Retirement With Joe Kuhn

May 02, 2023 10:00 - 1 hour - 91 MB

I always like to find people who are on this retirement journey and let them share their stories. Today, I'm speaking with Joe Kuhn - a 58-year-old retiree who has been sharing his experiences being retired for the past several years on his YouTube channel. He retired at 54 and had a retirement budget of 8k per month. Joe will be talking about how he planned for his retirement, his bucket approach to diversifying his retirement portfolio, why he knew it was time to retire, how to retire to s...

399 Jason On The Free Lunch Podcast

April 25, 2023 12:25 - 36 minutes - 50.1 MB

I really enjoyed being a guest on the The Free Lunch Podcast. Greg and Collin make talking about investing and personal finance interesting. With their unique perspective on the topic, they make investing and finance approachable for all kinds of people - even those living in cold, wet climates like Calgary Canada! Their show is proof that personal finance and investing doesn't have to be boring or intimidating; with a good sense of humor and practical advice, they make it easy to learn abou...

398 Investment Portfolio Construction with Dr. Craig Israelsen

April 18, 2023 10:00 - 1 hour - 101 MB

In today's podcast, I interview Dr. Craig Israelsen. We talked about the banking turmoil, investment portfolio construction, asset allocation, taking a pension vs a lump sum, how much guaranteed income is needed, when to start social security, diversification across asset classes, and when active management makes sense, should you have exposure to China? and near the end of the show we had a more philosophical discussion about what it means to live a good life and the contribution we make. ...

397 Create A Meaningful Family Legacy Beyond Money

April 12, 2023 22:54 - 39 minutes - 53.7 MB

I recently had the opportunity to speak with Heidi Thorsen, a passionate teacher of Guided Autobiography classes which she conducts via Zoom. Heidi leads classes to help people capture their life stories and turn them into meaningful memoirs that can be shared for generations to come. If you want to learn more be sure to visit tyememoirs.com Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY?  Be sure to check out the Retirement Bu...

396 Understanding FDIC and NCUA Insurance: What You Need To Know

March 20, 2023 23:58 - 16 minutes - 22.9 MB

I have had a few emails and phone calls with people asking about the safety of their banks. Should they change banks? Should they diversify across banks? What's protected and so on. So in today's show, I want to answer some of these questions and give you the resources you need to evaluate your bank or credit union and also answer the question of how much protection you have. Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY?  Be ...

395 Secure Act 2.0: The Changes You Need To Know

January 28, 2023 00:30 - 17 minutes - 23.9 MB

In today's podcast, I will give you an overview of not only how the RMDs have changed again, but a few of the other changes brought about as a result of the new Secure Act 2.0 that was signed into law on December 29, 2022. Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY?  Be sure to check out the Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website Buy Jason's Book: Sound Retirement Planning  

394 Tips For Successful Retirement Investing

December 17, 2022 00:26 - 59 minutes - 81.9 MB

I was at a conference recently and one of the speakers was Apollo Lupescu PhD. He did a great job of taking the technical aspects of investing and making them relatable and understandable and so I asked him to be a guest on today's show. Apollo is a highly regarded speaker from Dimensional Fund Advisors, a premier global investment firm managing over $650 billion in assets for institutional investors and clients of select financial advisors. Here are some of the topics we cover in today's ...

393 Investing In Retirement

November 21, 2022 17:46 - 51 minutes - 70.6 MB

You may want to consider changing your investment strategy when you retire. As you approach retirement, your investment goals will shift from accumulation to preservation and income. Using investments to supplement your income in retirement can help you maintain your lifestyle and make the most of your hard-earned savings. The importance of asset allocation, diversification, and financial science when constructing a strategy for investing in retirement years cannot be understated. Articles...

392 How To Enjoy Your Retirement With Fritz Gilbert

October 27, 2022 18:58 - 56 minutes - 77.3 MB

In 2015 Fritz Gilbert had just started his blog called the Retirement Manifesto and at the time he was sharing our Sound Retirement Radio podcasts on Facebook. I reached out to him to see if he wanted to share his story on Sound Retirement Radio. I'll post this original interview in the show notes if you want to take a trip back in time and listen as he was just getting started with his blog. Since then Fritz has written a popular book called "Keys to a successful retirement" and he continue...

391 Market Volatility And Buckets For A Retirement Withdrawal

October 07, 2022 23:24 - 21 minutes - 29.9 MB

Market volatility can be incredibly stressful for those who are approaching retirement or are already retired. In September, we saw a sharp decline in the stock market, leaving many investors feeling worried about their financial future. However, there are retirement strategies that can help mitigate the effects of market volatility. Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY?  Be sure to check out the Retirement Budget Calcu...

390 Retirement Calculator - How Much Money Do I Need To Retire?

September 19, 2022 21:12 - 25 minutes - 35.2 MB

The #1 question people have as they prepare for retirement is "Have I saved enough?"  In this podcast episode Jason discusses his new book and explains how you can remove the guesswork so that you can enjoy a Sound Retirement. Jason's new book is now available exclusively on Amazon and for a limited time you can purchase the book at a very low introductory price. Retirement Calculator - How Much Money Do I need To Retire? Articles, Links & Resources Visit: https://soundretirementp...

389 The 7 Ingredients For A Sound Retirement

September 01, 2022 21:37 - 22 minutes - 31.3 MB

Are you nearing retirement age and feeling a little anxious about it? You're not alone. A lot of people feel this way, even if they have been planning for retirement for years. High inflation, rising interest rates, and stock market volatility have made retirement planning more difficult than ever. But don't despair. There is a recipe for a sound retirement, and I'm going to share it with you. Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! ...

388 Real Retirement Stories - Richard

August 26, 2022 12:30 - 29 minutes - 41.3 MB

Are you ready to retire? Are you ready to retire? For today's podcast, I am interviewing a friend of mine who retired recently. Many of you will recognize Richard Tizzano, as he is an expert in Elder Law and estate planning, he is the author of a wonderful book on the subject called Accidental Safari and he has been a regular guest on Sound Retirement Radio. In today's show, we talk about his recent decision to retire and dig into the details. I'll have a link in the show notes to his bo...

387 Achieve Your Goals With Carly Tizzano

August 19, 2022 21:04 - 39 minutes - 54.2 MB

Today's show is about setting and achieving goals. Goals are direction. Goals are about focus. Where we focus is where our life goes. Even if you don't achieve the goals it is good to be moving in the right direction. In today's show, I invited Carly Tizzano to be our guest. Carly is the host of the resolve podcast and she has a coaching business to help people achieve their goals. You can find Carly Tizzano online at CarlyTizzano.com Articles, Links & Resources Visit: https://soundreti...

386 Stretch Your Dollars By Retiring Abroad

August 02, 2022 00:24 - 49 minutes - 67.6 MB

Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY?  Be sure to check out the Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website Buy Jason's Book: Sound Retirement Planning

385 What is factor investing?

July 08, 2022 18:22 - 12 minutes - 17.8 MB

In 2013, Eugene Fama won the Nobel Prize in Economics for his work on the efficient market hypothesis. One of his most significant contributions to investing has come from his collaboration with his colleague Kenneth French and their work in the development of Factor Models for Investing and their contribution to portfolio construction at Dimensional Fund Advisors. Asset allocation models based on a factor-based framework have become incredibly popular in the investment community, and many i...

384 8 Tips For Dealing With Stock Market Volatility

June 18, 2022 00:06 - 14 minutes - 20.3 MB

It's been a wild ride in the stock market lately. Volatility has been on the rise, and it seems like every day brings a new headline about the stock market crashing. So what's an investor to do? I am going to give you a few tips and things to consider to help you survive stock market volatility and come out ahead in the long run! Articles, Links & Resources Visit: https://soundretirementplanning.com/ We're on YouTube! Are you DIY?  Be sure to check out the Retirement Budget Calculator...

Guests

Beau Henderson
1 Episode
Craig Cody
1 Episode
David Stein
1 Episode
Richard Wilson
1 Episode
Roger Whitney
1 Episode

Twitter Mentions

@dougandrewnow 1 Episode