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 mentione...

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

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.

I just got back from a trip to Maui with my wife and daughter…
and it hit me—

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.

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.

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 retire.  The second episode was about spending.  I've discovered that most people really don't like the word budget.

If there were no spending, there would be no need for investments.

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 public users, what this means for existing users and Parker Financial clients, and the lessons learned from nearly a decade of building retirement planning software. Jason also reflects on how this decision supports a renewed focus on delivering deep planning and i...

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 on so that by the end of the series you will know if you are ready to retire and if the numbers will work.

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. And central banks around the world have been buying gold at record levels.

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.

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.

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. Unfortunately, I've seen good hardworking people, people who have saved, invested, and tried their best. They're still unable to retire, and the question's why?
Today, I want to share the 4 ...

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 investing moves you can take right now.

You're listening to episode number 459. The title is. 68 New Adventures at 68 Anne's Bold Retirement, and I'm so excited to bring this podcast interview to you. One of my favorite things about the work that we do is that we get to meet so many incredible people and we hear their stories. We get to see the how the decisions that they make impact their lives.

In today's podcast, I want to talk about the new One Big Beautiful Bill Act, recently passed and signed into law by the President on July 4th of this year. This legislation is significant for a couple of key reasons. First, it makes permanent one of the largest tax cuts in history—the Tax Cuts and Jobs Act (TCJA), originally passed in 2017 and previously set to expire at the end of this year. Second, the bill its...

As we celebrate the 4th of July, I want to explore a topic that doesn't get nearly enough attention—how to withdraw money from different types of retirement accounts. Specifically, we'll look at sequential vs. proportional withdrawals, and how your strategy can impact your taxes, your legacy, and your long-term retirement success.