My Retirement Clarity with Lee Perkins
Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
Episodes
Thursday Apr 16, 2020
Ep 16: How People Get Lost In Retirement Planning
Thursday Apr 16, 2020
Thursday Apr 16, 2020
Have you ever gotten lost? Not that much fun is it? Well, getting lost in the car or in the woods is a lot like getting lost in retirement planning. Let’s look at the reasons that people get lost, and then how to get back on track.
Important Links:
Website: https://jlperkinswealth.com/podcast/
Call: 478-254-3550
Thursday Apr 02, 2020
Ep 15: Coronavirus Update + Financial Truths You Can Count On
Thursday Apr 02, 2020
Thursday Apr 02, 2020
The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Lee will give his thoughts on the current situation and why having a plan is so crucial in times like these. We will also discuss some financial truths that we can state with confidence and see what we can learn from them.
Important Links:
Website: https://jlperkinswealth.com/podcast/
Call: 478-254-3550
Thursday Mar 19, 2020
Ep 14: Everything You Need to Know About Roth Conversions
Thursday Mar 19, 2020
Thursday Mar 19, 2020
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…
Important Links:
Website: https://jlperkinswealth.com/podcast/
Call: 478-254-3550
Thursday Mar 05, 2020
Ep 13: What's Your Desire to Retire?
Thursday Mar 05, 2020
Thursday Mar 05, 2020
Different people have different levels of desire when it comes to finding their retirement date. Let’s explore these different levels of desire, as indicated by the statements people might make, and discuss how we’d help someone at these different levels.
Important Links:
Website: https://jlperkinswealth.com/podcast/
Call: 478-254-3550
Thursday Feb 20, 2020
Ep 12: Lies You Learn In Broker School
Thursday Feb 20, 2020
Thursday Feb 20, 2020
A 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
Thursday Feb 06, 2020
Ep 11: Where To Find Bias In Financial Media
Thursday Feb 06, 2020
Thursday Feb 06, 2020
It’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
Thursday Jan 16, 2020
Ep 10: Which Excuses Keep You From Retiring?
Thursday Jan 16, 2020
Thursday Jan 16, 2020
Sometimes 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
Thursday Jan 02, 2020
Ep 9: Your Financial Advisor Must Have These Traits
Thursday Jan 02, 2020
Thursday Jan 02, 2020
Trustworthy. 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
Thursday Dec 19, 2019
Ep 8: 5 Social Security Misunderstandings
Thursday Dec 19, 2019
Thursday Dec 19, 2019
Myths, 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
Thursday Dec 05, 2019
Ep 7: Finding Silver Linings in Unfortunate Financial Situations
Thursday Dec 05, 2019
Thursday Dec 05, 2019
Not 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