Sound Retirement PlanningRadio / Podcast – Sound Retirement Planning

Jason and attorney John Kenney discuss estate planning. Mr. Kenney has nineteen years’ experience helping families, individuals and business owners with estate planning, asset protection, wealth preservation and transfer and tax minimization. He is a Managing Partner of his law firm. A sought after expert, Mr. Kenney is the author of several articles and has […] The post 139 Estate Planning with John Kenney appeared first on Sound Retirement Planning.

Jason and Emilia discuss seven steps to creating a sound retirement plan. Below is the full transcript: •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Announcer: Welcome back America to Sound Retirement Radio, where we bring you concepts, ideas, and strategies designed to help you achieve clarity, confidence, and freedom as you prepare for and transition through retirement. And now, here is […] The post 138 Seven Steps To A Sound Retirement Plan appeared first on Sound Retirement Planning.

Jason and Emilia discuss the launch of Retirement Budget Calculator. Below is the full transcript: •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Announcer: Welcome back America to Sound Retirement Radio, where we bring you concepts, ideas and strategies designed to help you achieve clarity, confidence and freedom as you prepare for and transition through retirement, and how here is your host, […] The post 137 Retirement Budget Calculator appeared first on Sound Retirement Planning.

Jason interviews Dr. Hersh Shefrin. Hersh Shefrin is the Mario L. Belotti Professor of Finance at Santa Clara University. He is one of the pioneers in the behavioral approach to economics and finance. The January 2001 issue of CFO magazine lists him among the academic stars of finance. A 2003 article in the American Economic […] The post 136 The Psychology of Money with Dr. Hersh Shefrin appeared first on Sound Retirement Planning.

Jason interviews Eileen Heisman, CEO of National Philanthropic Trust. Eileen is a 30 year charitable giving and planning expert, and is the CEO of National Philanthropic Trust, the largest independent donor advised fund administrator. She has been named to the Non Profit Time’s Power & Influence list multiple times and is a lecturer at University of Pennsylvania. […] The post 135 Donor Advised Funds with Eileen Heisman appeared first on Sound Retirement Planning.

Jason interviews Dr. Meir Statman. Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is “Finance for Normal People: How Investors […] The post 134 Finance for Normal People with Dr. Meir Statman appeared first on Sound Retirement Planning.

Jason interviews Wade Pfau. Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Planning at The American College in Bryn Mawr, PA. He also serves as a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and publishes […] The post 133 Retirement Researcher Wade Pfau, Ph.D., CFA appeared first on Sound Retirement Planning.

Jason and Emilia answer questions from our listeners, and talk about when more is not enough when it comes to personal wealth. Below is the full transcript: ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Announcer: Welcome back, America to Sound Retirement Radio, where we bring you concepts, ideas and strategies designed to help you achieve clarity, confidence and freedom as you […] The post 132 When More Is Not Enough appeared first on Sound Retirement Planning.

Jason interviews Michael about how to protect yourself against ID theft. Michael Bruemmer is the Vice President of Consumer Protection with Experian. Below is the full transcript: ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Announcer: Welcome back, America to Sound Retirement Radio, where we bring you concepts, ideas and strategies designed to help you achieve clarity, confidence and freedom as you […] The post 131 How Do You Protect Yourself Against ID Theft with Michael Bruemmer appeared first on Sound Retirement Planning.

Jason interviews Bob about his journey into and through retirement. Bob and his wife Sandra currently participate in church activities and manage their non-profit charitable fund providing financial support for several worthy causes in North Kitsap. Over the years he has served on citizen committees for community improvement, housing authority activities and is now serving […] The post 130 A Real Retirement Story with Bob appeared first on Sound Retirement Planning.

www.savepg.org Jason discusses the Kitsap Forest and Bay Campaign, specifically the effort to conserve the 3,000 acre Port Gamble Forest with Leonard Forsman, Tribal Chairman of the Suquamish Tribe and Michael Kowalski, avid hiker of the Port Gamble Forest. Leonard Forsman has served as Tribal Chairman of the Suquamish Tribe since 2005. His interests include tribal […] The post 129 Port Gamble Forest appeared first on Sound Retirement Planning.

Jason and Emilia talk about creating a bucket strategy for cash-flow in retirement. Below is the full transcript: ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Announcer: Welcome back, America, to Sound Retirement Radio. Where we bring you concepts, ideas, and strategies designed to help you achieve clarify, confidence and freedom as you prepare for and transition through retirement. And now, here […] The post 128 How To Create A Retirement Bucket Strategy For Cash-Flow appeared first on Sound Retirement Planning.

Jason and Brian talk about helping grandparents save for college education for their grandchildren. Brian has worked with 529’s in many capacities since 2001. At Savingforcollege.com he is responsible for all things 529, including contributing content, quarterly rankings, and media relations.  Brian previously served as Director of Advisor Distribution to Ascensus College Savings, the leading […] The post 127 Education As A Legacy with Brian Boswell from Savingforcollege.com appeared first on Sound Retirement Planning.

Jason interviews Sally Balch Hurme author of Get The Most Out of Retirement: Checklist for Happiness, Health, Purpose, and Financial Security. Sally Balch Hurme is also the author of the bestselling Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes as well as Checklist for Family Survivors, the 2015 Grand APEX Award winner, […] The post 126 Get The Most Out of Retirement with Sally Balch Hurme appeared first on Sound Retirement Planning.

Jason and Emilia discuss questions about planning for retirement. Below is the full transcript: ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Announcer: Welcome back America to Sound Retirement Radio where we bring you concepts, ideas, and strategies designed to help you achieve clarity, confidence, and freedom as you prepare for and transition towards retirement. And now, here is your host, Jason […] The post 125 Planning For Retirement appeared first on Sound Retirement Planning.