How do you feel about free money? Sounds like a no-brainer, right? Maybe not. Most people don’t understand that free money isn’t actually free and that someone else’s money is just being spent. Let’s explore what we know about “free” money, income taxes, and some recent changes the government is implementing. Here is some of what you’ll learn on this show: Here are the three things you should do with the money you earn. (3:33) What happens when the government gives away free money. (7:44) The sh...
Sep 14, 2022•15 min•Ep. 76
We’re all guilty of putting things off and waiting until it’s absolutely necessary to get them done. We see it all the time when it comes to money. People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them. Here is some of what you’ll learn on this show: Why you shouldn’t expect your retirement to go like your parents’ did. (2:36) What to do if financial ...
Sep 07, 2022•20 min•Ep. 75
When to claim Social Security is a question that’s been asked as long as the program has been around. The reason why we’re still answering this question is that the strategy will vary for every individual. No matter what you decide, this crucial piece of income planning will certainly be a big part of retirement so you want to get it right. For certain people, claiming as soon as you’re eligible at age 62 is the best option for retirement while others will want to wait as long as possible to max...
Aug 24, 2022•13 min•Ep. 74
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 tu...
Aug 17, 2022•19 min•Ep. 73
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 ...
Aug 10, 2022•26 min•Ep. 72
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....
Aug 03, 2022•23 min•Ep. 71
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...
Jul 20, 2022•17 min•Ep. 70
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
Jul 07, 2022•25 min•Ep. 69
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
Jun 15, 2022•24 min•Ep. 68
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...
Jun 01, 2022•34 min•Ep. 67
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
May 18, 2022•24 min•Ep. 66
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...
May 04, 2022•21 min•Ep. 65
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
Apr 20, 2022•21 min•Ep. 64
After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550...
Apr 06, 2022•20 min•Ep. 63
There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
Mar 16, 2022•18 min•Ep. 62
Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor… Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
Mar 02, 2022•20 min•Ep. 61
Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more! Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
Feb 16, 2022•19 min•Ep. 60
Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway. Important Links: Forbes Article: https://bit.ly/3APzSPv Website: myretirementclarity.com/podcast/ Call: 478-254-3550...
Feb 02, 2022•21 min•Ep. 59
If retirement is on your mind, then listen up to today’s show for a 5-part checklist that’ll help measure if you’re in good financial health and setting yourself up for retirement success. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
Jan 19, 2022•20 min•Ep. 58
You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
Jan 05, 2022•22 min•Ep. 57
Maybe you’re close to retirement and think you don’t have nearly enough money saved. But let’s talk about some reasons that the news might not be as bad as you think. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
Dec 15, 2021•20 min•Ep. 56
To successfully complete a jigsaw puzzle, there are some strategies that you’ll want to keep in mind. And many of those same strategies apply to retirement planning… Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
Dec 01, 2021•18 min•Ep. 55
Before you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you need to dream about. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
Nov 17, 2021•20 min•Ep. 54
Proverbs 16:18 says “Pride goes before destruction, a haughty spirit before a fall.” Let’s talk about some of the ways that pride might manifest itself in your financial planning in the form of overconfidence. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
Nov 03, 2021•20 min•Ep. 53
We dedicate this show to answering some listener questions that have come in. We will discuss RMD rules, how much investing knowledge you need, and contributing money to a Roth IRA. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
Oct 21, 2021•20 min•Ep. 52
If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
Oct 07, 2021•21 min•Ep. 51
So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
Sep 16, 2021•19 min•Ep. 50
There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
Sep 02, 2021•19 min•Ep. 49
Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550
Aug 19, 2021•19 min•Ep. 48
One of the largest employers in the Macon area is GEICO. Over the years, Lee has sat down with many employees of this company and helped them plan for retirement. There have been many common traits among this demographic of people, so Lee wanted to put the most common problems he has seen in his new book "Leaving The Lizard." Important Links: Get The Book: https://nw905joa.pages.infusionsoft.net/ Website: myretirementclarity.com/podcast/ Call: 478-254-3550...
Aug 05, 2021•15 min•Ep. 47
