“I've been listening to Sound Retirement Planning podcasts for many years and have found Jason to be wise, insightful and competent. I'm a DIY investor, but I've left instructions for my wife, Buffy, to reach out to Jason after my death and hire him to manage our portfolio. I would trust Jason implicitly with our affairs and would work with him right now, except it's my hobby.”Read full review »
Skippy & Buffy via Apple Podcasts ·
United States of America ·
12/31/21