The Parker Holland Show

Parker Holland breaks down smart, practical year-end retirement moves you can still make before December 31. They cover tax-loss harvesting, Roth conversions (and the “five-year rule”), avoiding costly RMD mistakes, and using Qualified Charitable Distributions (QCDs) to give strategically while potentially lowering taxable income. The conversation also tackles longevity risk, inflation, the limits of the “4% rule,...

Parker Holland discusses the various challenges retirees face today, including inflation, healthcare costs, and the emotional aspects of retirement. He emphasizes the importance of having a comprehensive retirement plan that evolves with changing needs and circumstances. The conversation also covers common questions retirees have about Social Security, taxes, and investment strategies, providing practical advice for navigating thes...

Parker opens with the five important pillars necessary in a retirement plan.  They are planning for income, taxes, investments, healthcare costs, and estate planning.  He then covers changes that are coming in 2026 including the extension of the 2017 tax rates, Medicare Part B projected cost hike, higher estate tax exemption, and the mandatory Roth catch-rule.  Parker then moves into a comprehensive discussion on dec...

You can tell a lot about someone by how they handle money — but what do your habits say about your financial future? In this episode of The Parker Holland Show, Parker and Steve decode the everyday behaviors that quietly make or break retirement success. From “spreadsheet samurais” to “treat-yourself” spenders, they unpack how psychology drives your portfolio and why self-awareness might be your bigges...

Retirement isn’t a hammock—it’s a flight plan. Today, Parker shows you how to keep income steady, tame healthcare and inflation, and dodge those first-year surprises so you can retire to something, not just from something. Visit Parker Holland Show to learn more. Call 877-359-1979 or text “Parker” to 600-700. Free resources: Retirement Help Center on YouTube.

See omnystudio.com/listener for privacy info...

Think a seven-figure 401(k) means you’re set? Not so fast. Parker lays out why retirement success is about replacing your paycheck—using savings, Social Security, and smart tax planning—not hitting a magic balance. We unpack the age-67 milestone, couples’ “two-lives” problem, and buffers that tame sequence-of-returns risk. Then: ETF vs mutual fund (fees & liquidity), annuity reality vs myths,...

Second marriage, first-rate planning. Today on The Parker Holland Show: prenups vs. post-nups, clean beneficiary updates, trusts that match your intent, and how remarriage can affect taxes, Medicare, and Social Security. Blended families, separate assets, and avoiding ‘will-reading warfare.’ Want your second act to start with clarity, not conflict? Keep it here. To reach Parker Call 877-359-979. Visit Parker Holland Sho...

Still relying on the 4% rule, stock-heavy portfolios, or the dream of a pension? If so, you might be planning your retirement like it’s 1995—and that approach is, well, totally outdated. Parker Holland breaks down what’s changed in retirement planning and show you how to future-proof your finances with strategies built for today’s economy, today’s risks, and today’s opportunities. From smarter in...

Parker Holland discusses the critical aspects of retirement planning, debunking common myths and emphasizing the importance of having a written plan. He explores income planning strategies, the impact of taxes on retirement savings, and how to navigate unexpected early retirements. The conversation also includes listener questions about annuities and tax-efficient strategies for maintaining a comfortable lifestyle in retirement. To...

Parker Holland discusses the evolving landscape of retirement planning, emphasizing the need to rethink traditional strategies in light of longer life spans, fluctuating markets, and rising inflation. The conversation covers the importance of flexible income strategies, the impact of inflation on retirement savings, and the necessity of planning for healthcare costs. Additionally, the show addresses the emotional aspects of financi...

The Parker Holland Show is your guide to living the retirement you’ve worked so hard to earn. Each episode dives into how to secure reliable income, outpace rising costs, and avoid the four most common pitfalls that trip up even the savviest savers. With listener questions, practical strategies, and no-nonsense advice, Parker helps you sidestep costly mistakes and enjoy a stress-free ret...

Parker Holland discusses essential strategies for protecting retirement portfolios against market volatility, balancing risk and reward, and the importance of active versus passive investment strategies. He emphasizes the need for a comprehensive income plan for retirement, especially for seniors facing income loss due to the passing of a spouse. A case study illustrates how effective planning can maximize income while preserving l...

Parker Holland discusses critical aspects of retirement planning, focusing on navigating market volatility, understanding asset allocation, and the importance of social security. They emphasize the need for a comprehensive financial plan that considers various factors, including investment strategies and the knowledge gap many retirees face regarding their benefits. The conversation highlights the significance of working with a fid...

Parker Holland discusses various aspects of retirement planning, emphasizing the importance of having a comprehensive financial strategy. They explore the balance between saving and investing, the concept of phased retirement, and the significance of planning for longevity. The conversation also touches on creating a legacy plan and addressing listener questions about investment options and insurance policies. The hosts provide ins...

Parker Holland discusses the concept of financial independence, emphasizing that it is not solely about wealth but about having sufficient resources to cover expenses without relying on employment. The conversation delves into the importance of financial literacy, emotional aspects of money management, and strategies for creating passive income streams. The show also reviews Vanguard's How America Saves Report, highlighting trends ...

Parker Holland discusses the common financial missteps individuals make and how to recover from them. The conversation emphasizes the importance of recognizing mistakes, taking action, and having a solid financial plan in place. The discussion also covers various sources of retirement income, including social security, pensions, and annuities, and highlights the significance of planning for healthcare costs in retirement. The episo...

Parker Holland discusses the complexities of retirement planning, focusing on spending patterns, the importance of flexibility, and the need for a comprehensive financial strategy. Drawing on a study by JP Morgan involving five million retirees, Parker highlights how spending typically drops over time, the spikes in spending around retirement, and the necessity of prioritizing experiences over material goods. The conversation empha...

Parker Holland discusses the complexities of retirement planning, emphasizing that expenses in retirement are not fixed and can fluctuate. He highlights the importance of understanding healthcare costs, the impact of inflation, and the need for tailored social security strategies. The conversation also touches on the dynamics between couples regarding retirement decisions and the necessity of long-term care planning. Parker stresse...