My Retirement Clarity with Lee Perkins

Ep 73: Planning Opportunities If You’re Between Opportunities

Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing.
But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that you need to consider if you’re between jobs.
Here is some of what you’ll learn on this show:
Why this might be a great chance to explore a career that you’ve always had an interest in. (2:07)
Why some people use this as an opportunity to become their own boss and turn a hobby into a career. (4:13)
Do you have a plan for how you’ll cover your health insurance when your employer is no longer paying for it? (6:55)
Why you should be thinking about tax planning items that spring up from changing jobs. (13:00)
For more, visit us online: http://myretirementclarity.com

Ep 72: Tax Planning Strategies with Steven Brewer, CPA

On this episode, we’re going to get tax insights from local professional Steven Brewer, CPA, who specializes in working with business owners but is also very knowledgeable when it comes to individual tax planning.
Here is some of what you’ll learn on this show:
Lee’s first accounting class and why he immediately changed his major. (1:49)
Where does Steven see taxes going in the future and how does that impact investing today? (6:00)
The tax planning opportunities that most people look including a few specific to Georgia residents. (8:43)
What can you do to prepare for the increasing tax environment that we’re in? (12:10)
The things that trigger audits and when they typically happen. (17:15)
Advice he would give business owners that want to be more proactive. (19:45)
 
Important Links:
Website: myretirementclarity.com/podcast/
Call: 478-254-3550
 

Ep 71: Can You Ace This Retirement Quiz?

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement.
 
Here is some of what you’ll learn on this show:
Some exciting news about the future of the show (1:51)
How much income will you need in retirement compared to how much you’re making while working. (5:42)
What’s the biggest fear for most retirees and how planning accounts for that. (8:24)
What does a truly diversified portfolio look like and how can you achieve that within your retirement plan.  (12:30)
 Hopefully you’ll pick up on something during the quiz that you didn’t know about before, but if you have questions about anything we discussed on the show, please reach out and we’ll be happy to talk to you about your financial situation.
 
Important Links:
Website: myretirementclarity.com/podcast/
Call: 478-254-3550

Ep 70: Bucket Strategy 101

The bucket strategy is a commonly used plan when it comes to retirement. This allows you to allocate money for different goals and helps keep you calm when things are looking down. Lee will discuss what each bucket is for, some common investment vehicles for each of them, and how this might benefit you when putting together a plan.
 
Important Links:
Website: myretirementclarity.com/podcast/
Call: 478-254-3550
 

Ep 69: 5 Strategies to Consider During A Down Market

The market is down right now and has a lot of people panicking about what to do with their investments. But there are potential opportunities out there if you look closely. On this episode, we give 5 potential strategies you may be able to utilize during this time.
Important Links:
Website: myretirementclarity.com/podcast/
Call: 478-254-3550

Ep 68: Secret To Retirement Success: Get Out Of Your Own Way

There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning.
Important Links:
Website: myretirementclarity.com/podcast/
Call: 478-254-3550

Ep 67: Retirement Community Living With Joe and Suzanne Best

On this episode of the podcast, we chat with Joe and Suzanne Best. Before retirement, Joe worked as a federal probation officer and Suzanne worked in the public education sector. Once retirement was a reality, they decided to move into a retirement community. We will talk with them about what their experience has been like and what their lifestyle looks like now.
Important Links:
Website: myretirementclarity.com/podcast/
Call: 478-254-3550

Ep 66: The Most Important Birthdays in Retirement Planning

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.
Important Links:
Website: myretirementclarity.com/podcast/
Call: 478-254-3550

Ep 65: Common Housing Questions from Retirees

Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. We want to get that part of our financial equation correct, so it’s no surprise it takes up a nice slice of the retirement planning conversation. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be on your mind.
Important Links:
Website: myretirementclarity.com/podcast/
Call: 478-254-3550

Ep 64: How To Recognize Your Own Voice of Greed

When it comes to your money, you might have several different voices in your head— maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it…
Important Links:
Website: myretirementclarity.com/podcast/
Call: 478-254-3550