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.

How do they live full out? What makes for a good life? And I can say that my life is better as a result of getting to walk life with. Amazing people. In today's podcast, I'm gonna introduce you to Anne, who has been retired for seven years. Not only will you get to hear her story about her journey to retirement, but you'll also get to hear about this exciting goal that she has for this year, and it's a way to cut through the routines and the mundane and create new and exciting experiences to live fully.

I like the quote from Eleanor Roosevelt who says. The purpose of life is to live it, to taste experience to the utmost, to reach out, eagerly and without fear for newer and richer experience.

To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #459

The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you.

When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits.

At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement.

Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.

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 itself spans more than 300 pages, packed with new provisions, many of which will create planning opportunities for retirees and pre-retirees alike.

To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #458.

The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you.

When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits.

At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement.

Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.

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.

We’ll walk through a hypothetical scenario to compare the outcomes, and the good news is—you can run this kind of analysis for yourself using the new Withdrawal Strategy Scenario in the Retirement Budget Calculator.

To find links and resources mentioned in today's podcast, visit SoundRetirementPlanning.com and click on episode #457.

The Retirement Budget Calculator is an intuitive tool that promises ease and accuracy. However, like any tool, user error could potentially lead to costly mistakes. To avoid this, let the experienced advisors at Parker Financial LLC guide you.

When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits.

At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement.

Don't leave your future to chance. Take the first step towards a sound retirement. Schedule your complimentary discovery session now by visiting Parker-Financial.net let us help you make the most of your retirement years.