Sometimes events happen in life that make it really important for you to carefully assess your financial situation. Let’s explain why each of these events is usually a good reason for a financial review. Important Links: Website: https://jlperkinswealth.com/podcast/ Call: 478-254-3550
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
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: 478-254-35...
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
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
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...
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
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
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/pod...
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
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
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
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
The 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
Even 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
As 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/
Some 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/
On 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/
