11 episodes

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

Macon Money Podcast Lee Perkins

    • Investing

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

    Ep 10: Which Excuses Keep You From Retiring?

    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

    • 17 min
    Ep 9: Your Financial Advisor Must Have These Traits

    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

    • 15 min
    Ep 8: 5 Social Security Misunderstandings

    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

    • 19 min
    Ep 7: Finding Silver Linings in Unfortunate Financial Situations

    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

    • 17 min
    Ep 6: Retirement Constants That Affect Everyone

    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

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

    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

    • 18 min

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