Synopsis
Financial and retirement planning with Lee Perkins of JL Perkins Wealth Management in the Macon, Georgia area.
Episodes
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Why Spending in Retirement Is Harder Than It Sounds
29/04/2026 Duration: 15minMeet with us: http://talkwithjlp.com
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Don't Waste Your Annual Financial Review
15/04/2026 Duration: 18minMeet with us: http://talkwithjlp.com
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The Federal Retirement Match: What It Means for You
25/03/2026 Duration: 18minMeet with us: http://talkwithjlp.com
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Tax Mistakes New Retirees Make (And How to Avoid Them)
11/03/2026 Duration: 15minMeet with us: http://talkwithjlp.com
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Mailbag: Swimming Pool Decisions, Market Fears & Social Security
25/02/2026 Duration: 16minMeet with us: http://talkwithjlp.com
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Popular Advice… But Is It Good Advice?
11/02/2026 Duration: 25minMeet with us: http://talkwithjlp.com
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Retirement Mailbag: Bonds, Long-Term Care, Inheritance & Tax-Free Income
28/01/2026 Duration: 20minMeet with us: http://talkwithjlp.com
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10 Retirement Myths Too Many People Still Believe
22/01/2026 Duration: 24minMeet with us: http://talkwithjlp.com
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I’m 62: Should I File For Social Security Or Wait?
23/12/2025 Duration: 18minMeet with us: http://talkwithjlp.com
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The 5 Retirement Questions Smart People Ask
26/11/2025 Duration: 17minMeet with us: http://talkwithjlp.com
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Planning for Retirement When You Marry Later in Life
12/11/2025 Duration: 13minMeet with us: http://talkwithjlp.com
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Mailbag: Income Boosts, Aging Parents, Social Security & Vacation Homes
29/10/2025 Duration: 19minMeet with us: http://talkwithjlp.com
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Should You Have More Than One Financial Advisor?
15/10/2025 Duration: 17minMeet with us: http://talkwithjlp.com
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Mailbag: RVs, Life Insurance, 401(k)s, Roth Options, Money Fears & Inheritances
24/09/2025 Duration: 23minMeet with us: http://talkwithjlp.com
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The 5 Must-Do’s in Year One of Retirement
11/09/2025 Duration: 19minMeet with us: http://talkwithjlp.com
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If I Won’t Live to 90, Should I Claim Social Security Early?
27/08/2025 Duration: 15minMeet with us: http://talkwithjlp.com
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Fuzzy Math Is Sabotaging Your Financial Future
20/08/2025 Duration: 18minMeet with us: http://talkwithjlp.com
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The TSP Trap: Great for Saving, Limiting for Retirement
06/08/2025 Duration: 20minToday, Lee dives into an important topic for federal employees: the Thrift Savings Plan (TSP). While the TSP is a powerful accumulation tool, it may lack the flexibility needed in retirement. Lee explains why reaching age 59½ is a critical turning point and how rolling over TSP funds into an IRA can provide greater control, investment options, and tax planning strategies. He highlights both the strengths of the TSP- like low fees, simplicity, and automatic payroll deductions- and its limitations in terms of withdrawal rules and lack of integration with broader financial planning. Lee also shares a client story to illustrate how a personalized plan can make a big difference. If you’re approaching retirement and want to make smart, strategic decisions with your TSP, this episode is a must-listen. Here’s what we discuss in today’s show:
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Don’t Waste Your Most Valuable Resource: Time
17/07/2025 Duration: 13minWhen it comes to planning for retirement, we often obsess over dollars and cents. But what if the most valuable resource isn’t money at all, but your time? In this episode, Lee shares two compelling client stories that illustrate just how differently people approach time and wealth. One couple clung tightly to their growing nest egg, postponing their dreams until it was too late. Another took a leap of faith, prioritized experiences, and now lives a life full of travel, generosity, and joy. Are you stuck in the mindset of saving for someday, or are you prepared to start living now? Today, Lee challenges what you might think it means to be “ready” for retirement. He unpacks the emotional weight of financial decision-making and offers a clear call to action: use your resources while you still have time to enjoy them. Here’s what we discuss in today’s show: