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467 An Important Announcement About The Retirement Budget Calculator

467 An Important Announcement About The Retirement Budget Calculator

Sound Retirement Radio

February 2, 20268m 57s

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Show Notes

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 investment management for the families he serves.