My Retirement Clarity with Lee Perkins

Ep 14: Everything You Need to Know About Roth Conversions

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

Ep 13: What's Your Desire to Retire?

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

Ep 12: Lies You Learn In Broker School

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

Ep 11: Where To Find Bias In Financial Media

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

Ep 10: Which Excuses Keep You From Retiring?

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

Ep 9: Your Financial Advisor Must Have These Traits

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

Ep 8: 5 Social Security Misunderstandings

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

Ep 7: Finding Silver Linings in Unfortunate Financial Situations

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

Ep 6: Retirement Constants That Affect Everyone

While 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

Ep 5: It’s Good To Have Awkward Conversations In Financial Planning

Sometimes 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