My Retirement Clarity with Lee Perkins
By Lee Perkins
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Category: Investing
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Episodes: 172
Description
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.
| Episode | Date |
|---|---|
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If I Won’t Live to 90, Should I Claim Social Security Early?
|
Aug 27, 2025 |
|
Fuzzy Math Is Sabotaging Your Financial Future
|
Aug 20, 2025 |
|
The TSP Trap: Great for Saving, Limiting for Retirement
|
Aug 06, 2025 |
|
Don’t Waste Your Most Valuable Resource: Time
|
Jul 17, 2025 |
|
The 4 Things You Can Control in Retirement
|
Jun 25, 2025 |
|
Retirement Breaking News: The 4% Rule Gets a Makeover
|
Jun 11, 2025 |
|
Am I Saving Too Much For Retirement?
|
May 28, 2025 |
|
Key Things For Parents & Grandparents To Teach A New Graduate
|
May 14, 2025 |
|
What Should You Actually Do When the Market Drops?
|
Apr 30, 2025 |
|
Starting Over at 53: Smart Career Move or Retirement Risk?
|
Apr 23, 2025 |
|
Inside the Advisor’s Office: What People Are Actually Concerned About
|
Apr 09, 2025 |
|
Bracket Busters and Stock Flops: The Risky Game of Picking Winners
|
Mar 26, 2025 |
|
Breaking: How Long Will $1 Million Last in Georgia?
|
Mar 05, 2025 |
|
If You’re a Smart Investor, Do You Really Need a Financial Advisor?
|
Feb 19, 2025 |
|
Pretending To Be An Investor Is Dangerous
|
Feb 05, 2025 |
|
The New Retirement: Why Many Are Choosing Work Over Leisure
|
Jan 22, 2025 |
|
New Year, New Me: How To Change Your Money Attitude In 2025
|
Jan 08, 2025 |
|
Making The Most of Your Retirement Years with Long-Time Client, Joey Kinard
|
Dec 18, 2024 |
|
Mailbag: Should I Restart My 401(k) Contributions After A Break?
|
Dec 04, 2024 |
|
For Couples, Retirement Planning Is A Team Sport
|
Nov 20, 2024 |
|
The Magic 8 Ball’s Guide to Retirement Planning
|
Nov 06, 2024 |
|
Unlock Your Potential During National Financial Planning Month
|
Oct 16, 2024 |
|
Retirees In Their 70s Regret These 5 Things
|
Oct 02, 2024 |
|
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
|
Sep 18, 2024 |
|
The Top 401(k) FAQs In 2024
|
Sep 04, 2024 |
|
Macon on the Map: A Chat with Mayor Lester Miller on the City's Bright Future
|
Aug 21, 2024 |
|
Tax Strategies for 2024 with Guru David Brooks
|
Aug 14, 2024 |
|
Combatting Popular Excuses For Poor Financial Decision-Making
|
Jul 17, 2024 |
|
Meet Keith Dykes: Our Newest Financial Advisor
|
Jul 03, 2024 |
|
Your Financial Wellness Check-Up
|
Jun 19, 2024 |
|
Expectation vs. Reality: The Truth About Retirement Planning
|
Jun 05, 2024 |
|
How Being Cheap Can Be Expensive
|
May 23, 2024 |
|
How We Help Clients During a Crisis
|
May 01, 2024 |
|
From Overwhelmed to Overjoyed: A Retirement Transformation Story
|
Apr 17, 2024 |
|
Retirement Questions That Baby Boomers & Gen X Are Asking
|
Apr 03, 2024 |
|
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
|
Mar 20, 2024 |
|
Mailbag: How Do I Stop Going in Circles and Make Financial Decisions?
|
Mar 13, 2024 |
|
Are Your Good Money Habits Holding You Back?
|
Feb 28, 2024 |
|
Retirement Planning Is Harder Than It Used To Be
|
Feb 14, 2024 |
|
The Next Phase of Life
|
Feb 07, 2024 |
|
Questions You Must Ask Your Financial Advisor
|
Jan 03, 2024 |
|
Financial Tips For The First Quarter of 2024
|
Dec 20, 2023 |
|
Die With Zero Regrets
|
Dec 06, 2023 |
|
Money Mistakes You’ll Regret and How to Avoid Them
|
Nov 15, 2023 |
|
Retirement Planning’s “Hidden” Questions
|
Nov 01, 2023 |
|
How Should I Invest For My Grandkid’s College Fund? & More: Mailbag Episode
|
Oct 18, 2023 |
|
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
|
Oct 04, 2023 |
|
Retirement: Ready Or Not, Here It Comes
|
Sep 13, 2023 |
|
Is Having a Roth IRA a Bad Idea?
|
Sep 06, 2023 |
|
Healthy Journey- How Lee Has Lost 34 Pounds in 3 Months
|
Aug 31, 2023 |
|
The 7-Hour Passport
|
Aug 16, 2023 |
|
Resolving Financial Tension Between Couples – Bonus Episode
|
Aug 02, 2023 |
|
5 Ways to Resolve Financial Tension Between Couples
|
Jul 27, 2023 |
|
3 Ways To Gain Financial Independence
|
Jul 19, 2023 |
|
Is A Buffer ETF Strategy Right For You?
|
Jul 12, 2023 |
|
Why You Should NOT Invest In A 401(k)
|
Jul 05, 2023 |
|
The Talk That Could Save Your Family
|
Jun 28, 2023 |
|
Bad Money Habits Could Spoil Your Retirement Party
|
Jun 21, 2023 |
|
Debt Ceiling and Political Theater
|
Jun 14, 2023 |
|
Financial Decisions During 7 Pivotal Life Events
|
Jun 07, 2023 |
|
Ep 110: Is the TSP the G.O.A.T. of Retirement Plans?
|
May 24, 2023 |
|
Ep 109: Retiring With Honors: Financial Planning Lessons From The Classroom
|
May 17, 2023 |
|
Ep 108: McDonalds, Chick-fil-A, and Robo Advisors
|
May 10, 2023 |
|
Ep 107: How Do You Measure Retirement Success?
|
May 03, 2023 |
|
Ep 106: Mailbag- Protecting Your Savings, Retiring Early, Roth Conversions, And More!
|
Apr 26, 2023 |
|
Ep 105: A Comprehensive Dismantling Of 2023’s Top Social Security Myths
|
Apr 19, 2023 |
|
Ep 104: How Much Do I Need To Retire?
|
Apr 12, 2023 |
|
Ep 103: How To Lose All Of Your Money
|
Apr 05, 2023 |
|
Ep 102: Should An Advisor Tailor A Plan To Fit Your Personality?
|
Mar 29, 2023 |
|
Ep 101: Moving Your Retirement Goalposts - Is It Worth The Risk?
|
Mar 22, 2023 |
|
Ep 100: Facing Financial Fear in Retirement
|
Mar 15, 2023 |
|
Ep 99: Why Am I Afraid to Spend My Money?
|
Mar 08, 2023 |
|
Ep 98: Four Ways The SECURE Act 2.0 Might Impact You
|
Mar 01, 2023 |
|
Ep 97: Living Off the Interest in Retirement
|
Feb 22, 2023 |
|
Ep 96: Setting Financial, Business and Personal Goals For 2023
|
Feb 15, 2023 |
|
Ep 95: 4 Common Retirement Questions About Taxes
|
Feb 08, 2023 |
|
Ep 94: Rookie Mistakes Experienced Investors Make
|
Feb 01, 2023 |
|
Ep 93: Retirement Spending Strategies for 2023
|
Jan 25, 2023 |
|
Ep 92: Financial Lessons We Can Learn From College Football
|
Jan 11, 2023 |
|
Ep 91: Listen To This If You Need Help Understanding Your Financial Statements
|
Jan 04, 2023 |
|
Ep 90: 7 Money Resolutions For 2023
|
Dec 28, 2022 |
|
Ep 89: The Top 5 401(k) Mistakes You Need to Avoid
|
Dec 21, 2022 |
|
Ep 88: 24 Things I’m a Big Fan Of
|
Dec 14, 2022 |
|
Ep 87: Making Smart Decisions During Major Life Events
|
Dec 07, 2022 |
|
Ep 86: Did Charlie Brown Get Scammed?
|
Nov 30, 2022 |
|
Ep 85: Mailbag – Should I Pay Off My Rental Properties?
|
Nov 23, 2022 |
|
Ep 84: What You Should Know About RMDs
|
Nov 16, 2022 |
|
Ep 83: 5 Potential Financial Problems
|
Nov 02, 2022 |
|
Ep 82: Talking Retirement with LA Times Journalist Steve Lopez
|
Oct 26, 2022 |
|
Ep 81: Psychology and Retirement
|
Oct 19, 2022 |
|
Ep 80: Should You Buy a Vacation Home?
|
Oct 12, 2022 |
|
Ep 79: Sneaky Money Marketing
|
Oct 05, 2022 |
|
Ep 78: 6-Step Retirement Checklist
|
Sep 28, 2022 |
|
Ep 77: Going Against the Grain
|
Sep 21, 2022 |
|
Ep 76: The High Cost of Free Money
|
Sep 14, 2022 |
|
Ep 75: The Danger of Doing Nothing
|
Sep 07, 2022 |
|
Ep 74: Social Security – Delay or No Way?
|
Aug 24, 2022 |
|
Ep 73: Planning Opportunities If You’re Between Opportunities
|
Aug 17, 2022 |
|
Ep 72: Tax Planning Strategies with Steven Brewer, CPA
|
Aug 10, 2022 |
|
Ep 71: Can You Ace This Retirement Quiz?
|
Aug 03, 2022 |
|
Ep 70: Bucket Strategy 101
|
Jul 20, 2022 |
|
Ep 69: 5 Strategies to Consider During A Down Market
|
Jul 07, 2022 |
|
Ep 68: Secret To Retirement Success: Get Out Of Your Own Way
|
Jun 15, 2022 |
|
Ep 67: Retirement Community Living With Joe and Suzanne Best
|
Jun 01, 2022 |
|
Ep 66: The Most Important Birthdays in Retirement Planning
|
May 18, 2022 |
|
Ep 65: Common Housing Questions from Retirees
|
May 04, 2022 |
|
Ep 64: How To Recognize Your Own Voice of Greed
|
Apr 20, 2022 |
|
Ep 63: How Baseball Principles Also Score Financial Runs
|
Apr 06, 2022 |
|
Ep 62: Planning for Things You Can’t Predict
|
Mar 16, 2022 |
|
Ep 61: Who Needs a Financial Advisor?
|
Mar 02, 2022 |
|
Ep 60: Financial Fill in the Blank
|
Feb 16, 2022 |
|
Ep 59: How “The Great Resignation” Could Impact You Or A Loved One’s Retirement
|
Feb 02, 2022 |
|
Ep 58: 5 Signs You’re in Good Financial Health
|
Jan 19, 2022 |
|
Ep 57: 22 Money Resolutions For 2022
|
Jan 05, 2022 |
|
Ep 56: Opportunities for Retirement‘s Late Bloomers
|
Dec 15, 2021 |
|
Ep 55: Retirement is as Easy as a Jigsaw Puzzle
|
Dec 01, 2021 |
|
Ep 54: Living The Dream: Planning The Non-Financial Retirement Stuff
|
Nov 17, 2021 |
|
Ep 53: Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin
|
Nov 03, 2021 |
|
Ep 52: Answering Your Financial Questions
|
Oct 21, 2021 |
|
Ep 51: Mind The Gap
|
Oct 07, 2021 |
|
Ep 50: Just What The Financial Doctor Ordered
|
Sep 16, 2021 |
|
Ep 49: How Age & Wisdom Play Into Financial Planning
|
Sep 02, 2021 |
|
Ep 48: What Retirement Are You Living For?
|
Aug 19, 2021 |
|
Ep 47: GEICO Book
|
Aug 05, 2021 |
|
Ep 46: Not Your Father's Retirement
|
Jul 15, 2021 |
|
Ep 45: Learning Through Uncommon Sense
|
Jul 01, 2021 |
|
Ep 44: So What You Really Meant Was…
|
Jun 17, 2021 |
|
Ep 43: Listening To The Money Doctor
|
Jun 03, 2021 |
|
Ep 42: How Long Will Your Money Last? Let’s Run The Numbers
|
May 20, 2021 |
|
Ep 41: Are You Flirtin’ With Disaster?
|
May 06, 2021 |
|
Ep 40: Lessons We Can Learn from the Richest Musicians
|
Apr 15, 2021 |
|
Ep 39: This is Why You Never Assume
|
Apr 01, 2021 |
|
Ep 38: Understanding Risk
|
Mar 18, 2021 |
|
Ep 37: How Women Can Make Sure They’re Involved In Financial Decisions
|
Mar 04, 2021 |
|
Ep 36: Prospering In Retirement With Susan & Larry Johnson
|
Feb 18, 2021 |
|
Ep 35: Where My Financial Knowledge Comes From
|
Feb 04, 2021 |
|
Ep 34: Things Nobody Says
|
Jan 21, 2021 |
|
Ep 33: What’s Your Retirement Lifestyle?
|
Jan 07, 2021 |
|
Ep 32: A Review Of The Top Places To Retire In 2020
|
Dec 17, 2020 |
|
Ep 31: How To Pick The Right Advisor
|
Dec 03, 2020 |
|
Ep 30: Addressing Specific Retirement Concerns Of Baby Boomers
|
Nov 19, 2020 |
|
Ep 29: Following The Financial Commandments
|
Nov 05, 2020 |
|
Ep 28: Eye Opening Stats On How Americans Save
|
Oct 15, 2020 |
|
Ep 27: This One's On The House
|
Oct 01, 2020 |
|
Ep 26: 5 Easy Ways to Ruin Your Retirement
|
Sep 17, 2020 |
|
Ep 25: Let's Put Your IRA Under Scrutiny
|
Sep 03, 2020 |
|
Special Announcement About The Podcast
|
Aug 31, 2020 |
|
Ep 24: The Difficulty Of Financial Planning After The Death Of A Spouse
|
Aug 20, 2020 |
|
Ep 23: Retirement Ready: Are You Clinging To False Hope?
|
Aug 06, 2020 |
|
Ep 22: Traditional IRA vs. Roth IRA
|
Jul 16, 2020 |
|
Ep 21: Lessons From Keyboard Warriors
|
Jul 02, 2020 |
|
Ep 20: Financial “Strategies” That Just Don’t Work
|
Jun 18, 2020 |
|
Ep 19: Should You Be Wary Of Some Of Dave Ramsey’s Advice?
|
Jun 04, 2020 |
|
Ep 18: Best Intentions, Bad Advice
|
May 21, 2020 |
|
Ep 17: Life Events That Spark Major Changes
|
May 07, 2020 |
|
Ep 16: How People Get Lost In Retirement Planning
|
Apr 16, 2020 |
|
Ep 15: Coronavirus Update + Financial Truths You Can Count On
|
Apr 02, 2020 |
|
Ep 14: Everything You Need to Know About Roth Conversions
|
Mar 19, 2020 |
|
Ep 13: What's Your Desire to Retire?
|
Mar 05, 2020 |
|
Ep 12: Lies You Learn In Broker School
|
Feb 20, 2020 |
|
Ep 11: Where To Find Bias In Financial Media
|
Feb 06, 2020 |
|
Ep 10: Which Excuses Keep You From Retiring?
|
Jan 16, 2020 |
|
Ep 9: Your Financial Advisor Must Have These Traits
|
Jan 02, 2020 |
|
Ep 8: 5 Social Security Misunderstandings
|
Dec 19, 2019 |
|
Ep 7: Finding Silver Linings in Unfortunate Financial Situations
|
Dec 05, 2019 |
|
Ep 6: Retirement Constants That Affect Everyone
|
Nov 21, 2019 |
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Ep 5: It’s Good To Have Awkward Conversations In Financial Planning
|
Nov 07, 2019 |
|
Ep 4: Why The Final Years Before Retirement Are So Important
|
Oct 17, 2019 |
|
Ep 3: Even Responsible Savers Make Mistakes
|
Oct 03, 2019 |
|
Ep 2: 3rd & 4th Quarther Planning To-Do List
|
Sep 19, 2019 |
|
Ep 1: Why You Should Plan For Retirement With A Sense Of Urgency
|
Sep 05, 2019 |
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Ep 0: Getting To Know Lee Perkins
|
Aug 28, 2019 |