Retirement Planning
Retirement planning can be an abstract and confusing process. And the sooner we get started, the better. Allow us to help you design your retirement roadmap.
Academy Coaching Program
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THE PURPOSE BOOK
YOUR GUIDE TO AN EXAMINED AND ALIGNED LIFE
Blog Posts
How to Catch Up If You Don’t Have Enough Saved for Retirement So You Don’t Have To Move In With Your Kids
All kidding aside, you moving in with your kids isn’t an attractive scenario for you, or them.
A top concern for many Americans is not having enough money saved for retirement. If that’s true for you, I’m going to get you moving in the right direction so you can retire in your own home and visit your kids when you feel like it.
Part of my work as a financial advisor deals with numbers, but a far greater amount is focused on behaviors and perspective. All of these will be necessary if you’re going to have the financial future you want.
Old age, barring unforeseen circumstances, is coming for us all. Along with that, a desire to work less or not at all. To fund that desire, decisions must be made, money saved and invested.
Sound Retirement Planning with Jason Parker
On this show, we talked about successfully planning for your retirement, managing your cash flow once you’re done working and how to be a happier person with Jason Parker, RICP and President of Parker Financial. Listen to learn how your earliest money memories can impact your finances for life and what to do about it!
Podcast Episodes
Your Retirement Roadmap with Zach Gray
On this show, we talked about the reasons why people fail to have a successful retirement, the variables to be considered and how to get started with Zach Gray, CPRC, LACP and Investment Advisor Representative with Wall Street Financial Group. Listen to learn a set by step process for planning your retirement!
Sound Retirement Planning with Jason Parker
On this show, we talked about successfully planning for your retirement, managing your cash flow once you’re done working and how to be a happier person with Jason Parker, RICP and President of Parker Financial. Listen to learn how your earliest money memories can impact your finances for life and what to do about it!
Courses
My Code: A (Family) Values Workshop
To live a truly fulfilled life, you need to follow a code. Your code clarifies your most important values so you can live them everyday. In this webinar you will:
- Explore your most important values and prioritze them.
- Question why they are of greatest importance.
- Determine how you’re currently living them and where there may be opportunities for improvment.
- Development a plan for ensureing you and your loved one are living a life aligned to your highest values.
Sound Retirement Planning with Jason Parker
On this show, we talked about successfully planning for your retirement, managing your cash flow once you’re done working and how to be a happier person with Jason Parker, RICP and President of Parker Financial. Listen to learn how your earliest money memories can impact your finances for life and what to do about it!
Additional Resources
Academy Partners
Don’t put your most important decisions in the hands of just anyone. Work with a Partner who has been vetted and does business the right way. Our Academy Partners are top-tier professionals who are ready to serve you.