Macon Money Podcast

Informações:

Synopsis

Financial and retirement planning with Lee Perkins of JL Perkins Wealth Management in the Macon, Georgia area.

Episodes

  • Ep 41: Are You Flirtin’ With Disaster?

    06/05/2021 Duration: 21min

    Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it on today's show. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

  • Ep 40: Lessons We Can Learn from the Richest Musicians

    15/04/2021 Duration: 26min

    Let’s look at some of the richest people in the music industry and see what lessons we can learn from them that we can apply to our own retirement planning. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

  • Ep 39: This is Why You Never Assume

    01/04/2021 Duration: 21min

    You don't want to make an assumption when it comes to your money and retirement. Instead, learn how to take control of your finances rather than hoping things fall into place on their own. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

  • Ep 38: Understanding Risk

    18/03/2021 Duration: 23min

    With threats like rising interest rates and inflation, Lee discusses many of the risks that can come with your financials as you approach retirement. Don't wait until it's too late, protect yourself now from these risks. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

  • Ep 37: How Women Can Make Sure They’re Involved In Financial Decisions

    04/03/2021 Duration: 21min

    A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

  • Ep 36: Prospering In Retirement With Susan & Larry Johnson

    18/02/2021 Duration: 45min

    We sit down with Susan and Larry Johnson on today's show. They have been married for almost 40 years and are making the most out of their retirement. The couple has traveled extensively, so Lee asks them some questions about their traveling experiences as well as how they've felt about retirement so far. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

  • Ep 35: Where My Financial Knowledge Comes From

    04/02/2021 Duration: 30min

    Have you ever stopped to think about your journey of learning all that you have about money and finances? Did your parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google?Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550

  • Ep 34: Things Nobody Says

    21/01/2021 Duration: 16min

    You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why.Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550

  • Ep 33: What’s Your Retirement Lifestyle?

    07/01/2021 Duration: 23min

    Have you thought about what life is going to be like for you in retirement? Is there a particular lifestyle you’re seeking? Not all retirement planning is about the finances. Let’s look at some of the lifestyles that are popular among retirees and discuss some of the financial things to consider if you’re going to try to live out one of these particular living situations.Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550

  • Ep 32: A Review Of The Top Places To Retire In 2020

    17/12/2020 Duration: 20min

    Is the place where you’d like to retire on the Top 15 list? On this episode, we’ll review the US News & World Report’s top 15 retirement locations and share stories of past clients who made the decision to move somewhere else for retirement and what went into those decisions from an emotional and financial standpoint.Important Links:Article: https://bit.ly/37sxnp9Website: myretirementclarity.com/podcast/Call: 478-254-3550

  • Ep 31: How To Pick The Right Advisor

    03/12/2020 Duration: 23min

    A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you.Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550

  • Ep 30: Addressing Specific Retirement Concerns Of Baby Boomers

    19/11/2020 Duration: 19min

    We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? We’ll ask and attempt to answer those questions on today’s show.Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550

  • Ep 29: Following The Financial Commandments

    05/11/2020 Duration: 21min

    On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550

  • Ep 28: Eye Opening Stats On How Americans Save

    15/10/2020 Duration: 25min

    Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and how you might compare to the “normal” savings behaviors of Americans.Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550

  • Ep 27: This One's On The House

    01/10/2020 Duration: 20min

    We get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550

  • Ep 26: 5 Easy Ways to Ruin Your Retirement

    17/09/2020 Duration: 19min

    Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up? Let’s tackle five easy ways to ruin your retirement (then just do the opposite of these things and you’ll be fine).Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550

  • Ep 25: Let's Put Your IRA Under Scrutiny

    03/09/2020 Duration: 22min

    The IRA is an incredibly popular vehicle to save for retirement. But are you being too passive about how you’re saving and investing inside that account? Let’s put your IRA through some scrutiny to see if you’re truly taking advantage of all it has to offer and understand its pros and cons.Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550

  • Special Announcement About The Podcast

    31/08/2020 Duration: 03min

    There are a few new, exciting changes coming to the podcast. Tune in to see what's in store for the future!Important Links:Website: myretirementclarity.com/podcast/Call: 478-254-3550

  • Ep 24: The Difficulty Of Financial Planning After The Death Of A Spouse

    20/08/2020 Duration: 16min

    It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.Important Links:Website: https://jlperkinswealth.com/podcast/Call: 478-254-3550

  • Ep 23: Retirement Ready: Are You Clinging To False Hope?

    06/08/2020 Duration: 18min

    We often find that people are clinging to certain ideas or beliefs that end up giving them a sense of false hope about their retirement. It’s a dangerous position to be in. Let’s explore some of the faulty thinking that ultimately leaves people underprepared for retirement.Important Links:Website: https://jlperkinswealth.com/podcast/Call: 478-254-3550

page 6 from 8