Jason Parker interviews David Waldrop, CFP about the Roth 401k. 

As a Certified Financial Planner and President of Bridgeview Capital Advisors, Inc., David is responsible for advising clients in the areas of retirement plans and portfolio management. Specializing in financial planning and consulting, David brings together all aspects of his clients’ finances while incorporating their goals and objectives, both personal and financial.

To learn more please visit: 

www.theastuteadvisor.com

www.bridgeviewadvisors.com

Jason interviews Devin Carroll about Social Security intelligence. 

Devin has been helping people with money related advice for a while.  In addition to his ownership role at Carroll Investment Management, he is also the Chief Compliance Officer and half owner of Cogent Advisory Group, an SEC Registered Investment Advisor.  Additionally, he has an active blog where he discuss Social Security and retirement related stuff at Social Security Intelligence.

Prior to opening Carroll Investment Management in 2010, he was a financial advisor at Edward Jones for nearly 8 years.  He learned a lot while I was there and is very thankful for where he is today.

If you would like to learn more please visit the links below: 

carrollinvestmentmanagement.com

socialsecurityintelligence.com

Driving Down The Retirement Tax Bill

soundretirementplanning.com- FOR A FREE BOOK

Sam Maupin interviews Jason Parker about his book Sound Retirement Planning.

Jason and Emilia discuss long-term care insurance. 

Jason and Emilia discuss retirement risks, public policy risks, pension risks and alternative investment risks.

Jason and Emilia discuss his article, "Do You Have A Social Security Back-up Plan? Planning for Reduced Benefits".  

To learn more visit www.soundretirementplanning.com

Jason Parker interviews Phil Castell, of Castell Insurance in Sequim, Washington about understanding Medicare.  

Phil is originally from England. He married his high school sweetheart Sharon. They have two adult children and one grandson.

Phil has been a licensed Insurance Agent in the State of Washington since 1987. He loves to find solutions to fit his client’s needs. He has helped thousands of clients with Medicare solutions and Long Term Care plans. He has also protected millions of his client’s hard earned dollars in safe, secure, fixed annuities. Phil is also a financial planner helping those who are retired or wish to retire in the future.

Phil is currently the president of Sequim Dungeness Valley Chamber of Commerce where he enjoys participating in community activities. He has also been appointed to the State of Washington Insurance Commissioner’s agent and broker advisory committee.

In his spare time Phil is also active in the Sequim Masonic Lodge, Sequim Prairie Grange and the Strait Stamp Society.

If you would like to learn more please visit:

Health Care Costs for Couples in Retirement Rise to an Estimated $245,000

Medicare & You 2016

Medicare.gov

Castell Insurance

Jason Parker interviews Jonathan about his journey to an early retirement.  Jonathan is 54 years old and he recently retired this past June from a major semiconductor manufacturing company after 24 years in the industry.  Jonathan is married with one son who just finished college and is starting his first full time job.  Jonathan's wife has been a stay at home mom since they married but she also volunteers at their church and in their community.  Since his retirement Jonathan has been traveling to both domestic and international destinations, and believes his traveling may slow down some after a year or so.  Jonathan says he and his wife want to live abroad for a few month at each location they visit and get fully immersed in the culture. After traveling he says he would like to focus on volunteering, learning to play a musical instrument, and enjoying the great outdoors.  

Jason Parker interviews Wade Pfau, Ph.D., CFA.

Wade D. Pfau, PhD, CFA, is a Professor of Retirement Income in the new PhD program for Financial and Retirement Planning at The American College in Bryn Mawr, PA. He is a past selectee for the InvestmentNews Power 20 for people expected to shape the financial advisory industry, and is a recipient of Financial Planning magazine’s Influencer Awards. His research article on “safe savings rates” won the inaugural Journal of Financial Planning Montgomery-Warschauer Editor’s Award, and his work on evaluating the outcomes of different retirement income strategies received an Academic Thought Leadership Award from the Retirement Income Industry Association. He has also served as a past curriculum director for that organization’s Retirement Management Analyst (RMA) designation program, and he has contributed to the curriculum of The American College’s Retirement Income Certified Professional (RICP) designation. He holds a doctorate in economics from Princeton University, and he has published research on retirement planning in a wide variety of academic and practitioner research journals. He is also an active blogger on retirement research, maintains the educational Retirement Research website, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, and an Expert Panelist for the Wall Street Journal. His research has been discussed in outlets including the print editions of The Economist, Wall Street Journal, Money Magazine, and SmartMoney.

See his Google + profile for contact information.

Jason Parker interviews John Madison about his journey towards retirement.

John is 49 year old local of Central Virginia who is married with three children. John graduated from Virginia Commonwealth University with a degree in accounting. He is a Certified Public Accountant with 28 years experience, the last 16 of which he has been his own boss as a freelancer working with entrepreneurs in the management of their own businesses. He does not do individual tax returns and works more in the corporate financial world. More recently he added personal financial coaching to the services he provides. He has led numerous personal finance classes and has taken classes on the subject, and already coaches numerous families. John explains that his coaching focuses on information and education only, and that he does not sell products or manage money for people.

If you would like to learn more please visit www.riverpineservices.com