Jason E. Richert, CHFC, CRPC, AIF

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United States
Renton, WA
Jason E. Richert, CHFC, CRPC, AIF

I help clients take control of their financial future through prioritizing retirement planning and wealth transfer. If you have questions, I am happy to chat.

My multidisciplinary team supports everything from investment and retirement strategies to estate, legacy, and family wealth planning. In today’s world, there are many challenges facing families of all types: balancing current expenses, saving for college, caregiving, and ensuring a dignified retirement will be waiting. As a financial advisor, I partner with my clients to ensure that they have a clear idea of their goals and how to effectively save and smartly invest. We work together on a regular basis to update plans and methods to reach those goals. From holistic, fee-based financial planning to customized investment solutions, each client’s individual situation is analyzed to find the ideal ratio of risk against potential reward. Book time with me directly at www.GetTimeWithJason.com. Investment Adviser Representative offering securities through Cetera Wealth Services LLC, member FINRA/SIPC, a broker-dealer (doing insurance business in CA as CFGAN Insurance Agency LLC- CA Insurance license #0644976). Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

11/03/2026

This Monthly Recap summarizes market performance, major events, and news from October 2026. Read more here:

October was volatile for equities. Both the tech-heavy Nasdaq Composite and the S&P 500 reached new all-time highs but closing the month well below their…

11/02/2026

Last week’s sell-off raised new questions about the market outlook. This week on , Brian Klimke breaks down what drove the weakness in tech stocks, why investors are focused on earnings guidance over headline results, and how key economic data, geopolitics, and the midterm elections could shape markets in the days ahead.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

11/02/2026

Understand why retirement spending may be higher during your active years and how planning for changing expenses can help you balance enjoying retirement today with preserving resources for later.

11/01/2026

Understand the retirement spending smile and how expenses may change throughout retirement. Learn why accounting for different spending stages can help you build a more flexible retirement income plan.

10/30/2026

Understand how flexible retirement withdrawal strategies can help you adjust spending based on market conditions, portfolio performance, and changing income needs rather than relying on a fixed withdrawal amount.

10/29/2026

Plane time, one more time! Off to Pittsburgh for the week; why you ask?

Humor me; communication is essential in my line of work. As I describe to clients the what, why, how, and when, it is so important for me to be effective. This week is about new ways to communicate, describe, and more importantly, connect with my clients.

For those booking time with me, I appreciate your patience. I am a life-long learner and always trying to improve. See y’all in November - have a great Halloween with your littles and neighborhoods!

10/28/2026

Learn how retirement portfolio guardrails can help guide withdrawal decisions, manage market volatility, and adjust spending to support long-term retirement income.

10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

10/26/2026

Learn why taking only the required minimum distribution may not always align with your long-term tax strategy and how proactive withdrawal planning can help manage taxable retirement income.

10/24/2026

Learn how seemingly simple retirement income decisions can create unexpected tax consequences and why coordinating withdrawals, income sources, and tax planning can matter.

Address

901 Powell Avenue SW, Suite 100
Renton, WA
98057

Website

http://www.McKayRetirementConsultants.com/

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