The Retirement Tax Podcast
Tools of the Trade with special guest Jason Parker, ep. 43
Jun 15, 2023
Guest Jason Parker, host of Sound Retirement Radio podcast and creator of online retirement specific budgeting tool, joins the Least Boring Tax podcast. They discuss the story behind book cover art and retirement budget calculator. They explore the value of tools and impacting people, working with advisors, and the importance of having someone on your team. They highlight the importance of work and professional assistance in retirement planning and introduce a retirement budget calculator for individuals with smaller investments.
22:15
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Quick takeaways
- The retirement budget calculator developed by Jason Parker prioritizes cash flow by matching income and expenses, providing individuals with a comprehensive tool to assess their retirement readiness and potential money shortfall.
- While the retirement budget calculator is a valuable starting point, seeking guidance from financial advisors and CPAs is essential to optimize tax strategies, gain valuable insights, and ensure accuracy in retirement planning.
Deep dives
Introduction of Guest and Show
In this episode of the Retirement Tax Podcast, host Stephen Jarvis introduces guest Jason Parker, a retirement planning expert and host of Sound Retirement Radio. They discuss their respective shows and the importance of providing listeners with additional ideas and insights about retirement planning.
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