My Retirement Clarity with Lee Perkins

Ep 33: What’s Your Retirement Lifestyle?

Have 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

Ep 32: A Review Of The Top Places To Retire In 2020

Is 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/37sxnp9

Website: myretirementclarity.com/podcast/

Call: 478-254-3550

Ep 31: How To Pick The Right Advisor

A 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

Ep 30: Addressing Specific Retirement Concerns Of Baby Boomers

We’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

Ep 29: Following The Financial Commandments

On 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

Ep 28: Eye Opening Stats On How Americans Save

Vanguard’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

Ep 27: This One’s On The House

We 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

Ep 26: 5 Easy Ways to Ruin Your Retirement

Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up? Let’s tackle five easy ways to ruin your retirement (then just do the opposite of these things and you’ll be fine).

Important Links:

Website: myretirementclarity.com/podcast/

Call: 478-254-3550

Ep 25: Let’s Put Your IRA Under Scrutiny

The IRA is an incredibly popular vehicle to save for retirement. But are you being too passive about how you’re saving and investing inside that account? Let’s put your IRA through some scrutiny to see if you’re truly taking advantage of all it has to offer and understand its pros and cons.

Important Links:

Website: myretirementclarity.com/podcast/

Call: 478-254-3550

Special Announcement About The Podcast

There are a few new, exciting changes coming to the podcast. Tune in to see what's in store for the future!

Important Links:

Website: myretirementclarity.com/podcast/

Call: 478-254-3550

Ep 24: The Difficulty Of Financial Planning After The Death Of A Spouse

It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.

Important Links:

Website: https://jlperkinswealth.com/podcast/

Call: 478-254-3550

Ep 23: Retirement Ready: Are You Clinging To False Hope?

We often find that people are clinging to certain ideas or beliefs that end up giving them a sense of false hope about their retirement. It’s a dangerous position to be in. Let’s explore some of the faulty thinking that ultimately leaves people underprepared for retirement.

Important Links:

Website: https://jlperkinswealth.com/podcast/

Call: 478-254-3550

Ep 22: Traditional IRA vs. Roth IRA

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.

Important Links:

Website: https://jlperkinswealth.com/podcast/

Call: 478-254-3550

Ep 21: Lessons From Keyboard Warriors

We were playing the dangerous game of perusing the comments section of a recent article about COVID-19 and the impacts on retirees and how much money you’ll need to retire going forward. The trip into the comments section is always a mixed bag of trolling, inaccuracies, and sometimes surprisingly helpful insight from what we’ve come to describe as “Keyboard Warriors.” So, let’s look at some of the sentiments found under this recent article and see if they resonate with how others truly see the financial world, retirement, and how to best prepare for it all.

Important Links:

Website: https://jlperkinswealth.com/podcast/

Call: 478-254-3550

Ep 20: Financial “Strategies” That Just Don’t Work

Let’s talk about some financial planning “strategies” that don’t really work (even though some people, even some financial advisors, believe in them).

Important Links:

Website: https://jlperkinswealth.com/podcast/

Call: 478-254-3550

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