Synopsis
Financial and retirement planning with Lee Perkins of JL Perkins Wealth Management in the Macon, Georgia area.
Episodes
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Ep 46: Not Your Father's Retirement
15/07/2021 Duration: 22minIf you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
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Ep 45: Learning Through Uncommon Sense
01/07/2021 Duration: 21minAt first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
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Ep 44: So What You Really Meant Was…
17/06/2021 Duration: 18minSome people in the financial world speak in code. It’s important for you to learn how to crack that code. Let’s look at a few examples of what you’ll hear someone say, but breakdown what they really meant. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
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Ep 43: Listening To The Money Doctor
03/06/2021 Duration: 18minIf we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
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Ep 42: How Long Will Your Money Last? Let’s Run The Numbers
20/05/2021 Duration: 20minIf you had a million dollars, how long would it last you in retirement? How drastically does that longevity change if you move to a bigger/smaller city? We’ll take a look at some stats from various areas across the country to show how difficult it is to make your money last in some areas, and how easy it might be in others. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
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Ep 41: Are You Flirtin’ With Disaster?
06/05/2021 Duration: 21minLet’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it on today's show. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
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Ep 40: Lessons We Can Learn from the Richest Musicians
15/04/2021 Duration: 26minLet’s look at some of the richest people in the music industry and see what lessons we can learn from them that we can apply to our own retirement planning. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
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Ep 39: This is Why You Never Assume
01/04/2021 Duration: 21minYou don't want to make an assumption when it comes to your money and retirement. Instead, learn how to take control of your finances rather than hoping things fall into place on their own. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
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Ep 38: Understanding Risk
18/03/2021 Duration: 23minWith threats like rising interest rates and inflation, Lee discusses many of the risks that can come with your financials as you approach retirement. Don't wait until it's too late, protect yourself now from these risks. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
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Ep 37: How Women Can Make Sure They’re Involved In Financial Decisions
04/03/2021 Duration: 21minA recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
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Ep 36: Prospering In Retirement With Susan & Larry Johnson
18/02/2021 Duration: 45minWe sit down with Susan and Larry Johnson on today's show. They have been married for almost 40 years and are making the most out of their retirement. The couple has traveled extensively, so Lee asks them some questions about their traveling experiences as well as how they've felt about retirement so far. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
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Ep 35: Where My Financial Knowledge Comes From
04/02/2021 Duration: 30minHave you ever stopped to think about your journey of learning all that you have about money and finances? Did your parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google?Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550
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Ep 34: Things Nobody Says
21/01/2021 Duration: 16minYou’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why.Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550
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Ep 33: What’s Your Retirement Lifestyle?
07/01/2021 Duration: 23minHave you thought about what life is going to be like for you in retirement? Is there a particular lifestyle you’re seeking? Not all retirement planning is about the finances. Let’s look at some of the lifestyles that are popular among retirees and discuss some of the financial things to consider if you’re going to try to live out one of these particular living situations.Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550
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Ep 32: A Review Of The Top Places To Retire In 2020
17/12/2020 Duration: 20minIs the place where you’d like to retire on the Top 15 list? On this episode, we’ll review the US News & World Report’s top 15 retirement locations and share stories of past clients who made the decision to move somewhere else for retirement and what went into those decisions from an emotional and financial standpoint.Important Links:Article: https://bit.ly/37sxnp9Website: myretirementclarity.com/podcast/Call: 478-254-3550
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Ep 31: How To Pick The Right Advisor
03/12/2020 Duration: 23minA lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you.Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550
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Ep 30: Addressing Specific Retirement Concerns Of Baby Boomers
19/11/2020 Duration: 19minWe’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? We’ll ask and attempt to answer those questions on today’s show.Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550
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Ep 29: Following The Financial Commandments
05/11/2020 Duration: 21minOn this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550
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Ep 28: Eye Opening Stats On How Americans Save
15/10/2020 Duration: 25minVanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and how you might compare to the “normal” savings behaviors of Americans.Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550
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Ep 27: This One's On The House
01/10/2020 Duration: 20minWe get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550