Synopsis
Financial and retirement planning with Lee Perkins of JL Perkins Wealth Management in the Macon, Georgia area.
Episodes
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Ep 12: Lies You Learn In Broker School
20/02/2020 Duration: 17minA lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor.Important Links:Website: https://jlperkinswealth.com/podcast/Call: 478-254-3550
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Ep 11: Where To Find Bias In Financial Media
06/02/2020 Duration: 17minIt’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media.Important Links:Website: https://jlperkinswealth.com/podcast/Call: 478-254-3550
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Ep 10: Which Excuses Keep You From Retiring?
16/01/2020 Duration: 17minSometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”Important Links:Website: https://jlperkinswealth.com/podcast/Call: 478-254-3550
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Ep 9: Your Financial Advisor Must Have These Traits
02/01/2020 Duration: 15minTrustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.Important Links:Website: https://jlperkinswealth.com/podcast/Call: 478-254-3550
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Ep 8: 5 Social Security Misunderstandings
19/12/2019 Duration: 19minMyths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we'll look to clear up the top 5 misunderstandings about Social Security.Important Links:Website: https://jlperkinswealth.com/podcast/Call: 478-254-3550
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Ep 7: Finding Silver Linings in Unfortunate Financial Situations
05/12/2019 Duration: 17minNot everything goes smoothly in your financial life. We'll look at some negative circumstances that many retirees and pre-retireers face and help you find the silver lining in the midst of tough situations.Important Links:Website: https://jlperkinswealth.com/podcast/Call: 478-254-3550
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Ep 6: Retirement Constants That Affect Everyone
21/11/2019 Duration: 17minWhile there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants?Important Links:Website: https://jlperkinswealth.com/podcast/Call: 478-254-3550
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Ep #5: It’s Good To Have Awkward Conversations In Financial Planning
07/11/2019 Duration: 18minSometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing you to address these kinds of topics.Important Links:Website: https://jlperkinswealth.com/podcast/Call: 478-254-3550
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Ep #4: Why The Final Years Before Retirement Are So Important
17/10/2019 Duration: 15minThe last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10-year period.Important Links:Website: https://jlperkinswealth.com/podcast/Call: 478-254-3550
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Ep #3: Even Responsible Savers Make Mistakes
03/10/2019 Duration: 16minEven for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make…Important Links:Website: https://jlperkinswealth.com/podcast/Call: 478-254-3550
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Ep #2: 3rd & 4th Quarther Planning To-Do List
19/09/2019 Duration: 15minAs we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree, or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the right things? Listen to today’s podcast to find out.https://jlperkinswealth.com/podcast/
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Ep #1: Why You Should Plan For Retirement With A Sense Of Urgency
05/09/2019 Duration: 19minSome people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency…https://jlperkinswealth.com/podcast/
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Ep #0: Getting To Know Lee Perkins
28/08/2019 Duration: 22minOn this inaugural episode of The Macon Money Podcast, we'll get a behind-the-scenes look at your host, Lee Perkins. We'll find out about his personal and professional background, how he initially got involved in the financial industry, and why he decided to start this podcast in the first place.https://jlperkinswealth.com/podcast/