This week Paddy chats with Jason Parker. Jason is the author of Sound Retirement Planning, the host of the Sound Retirement Radio podcast, a frequent guest on ABC, NBC and Fox, and the inventor of the Retirement Budget Calculator.

Key talking points:

• Key things to know if you'll be ok in retirement
• Retirement Budget Calculator
• Retirement cashflow
• What questions should you be asking about your money when you retire
• Temporary safety vs. long-term strategy
• Reinforcing your discipline and understanding
• Bucket Strategy

I hope you enjoy the conversation.

Resources:

RBC - Calculator (retirementbudgetcalculator.com)

New research shows the bucket strategy is better than previously thought. - RBC (retirementbudgetcalculator.com)

Retirement Calculator: How much money do I need to retire?: Parker, Jason R., Rounds, Hannah: 9798841614555: Amazon.com: Books

Sound Retirement Planning: A retirement planning journey designed to achieve clarity, confidence & freedom.: Parker, Jason R.: 9781727749861: Amazon.com: Books

Books:

Ryan Holiday – Discipline Is Destiny

Ryan Holiday – The Obstacle Is the Way

James Allen – As a Man Thinketh

Randy Alcorn – The Treasure Principle

Other:

Brian Buffini Podcast It's a Good Life on Apple Podcasts

Choosing a Financial Advisor in Ireland is not an easy task! There are many different types of advisors, operating in different ways, being remunerated differently, and all delivering different services. 

In this piece, I will share with you;

• How to recognise the different types of financial advisors in Ireland
• Why Financial Advisors are comparable to prostitutes, escorts and spouses!
• How different types of advisors are paid for what they do
• Why all Financial Advisors are not the same

I hope it helps.

In this episode, Paddy has a great chat with Paul Merriman from The Merriman Financial Education Foundation in the USA.

The foundation is dedicated to providing financial education to those of all ages.

Paul shares his wealth of knowledge from decades of experience from starting his own Merriman Wealth Management after retiring to setting up his foundation. 

Key topics covered:

• Investing successfully
• Equity asset classes
• Emotions of Investing
• Hardest thing about investing
• Maths of investing
• Follow the history

I hope you enjoy this insightful interview.

Resources:

Merriman Financial Education Foundation Lifetime Investment Calculator - Paul Merriman

About Paul

Here are some helpful resources from The Merriman Financial Education Foundation:

Selecting of the appropriate amount of fixed income (Fine Tuning Your Asset Allocation)

Choosing the best fixed distribution asset allocation

Choosing the best flexible distribution asset allocation

Quilt charts

Investing for Children

The Merriman Financial Education Foundation

Free E-book from Paul - get it here We’re Talking Millions! 12 Ways to Supercharge Your Retirement or here Free E-book

Paul Merriman Podcast

Your Money and Your Brain: How the New Science of Neuroeconomics Can Help Make You Rich by Jason Zweig - Paul's book recommendation