96 episodes

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.

My Retirement Clarity with Lee Perkins Lee Perkins

    • Business
    • 4.0 • 8 Ratings

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.

    Ep 94: Rookie Mistakes Experienced Investors Make

    Ep 94: Rookie Mistakes Experienced Investors Make

    In this episode, we’ll cover some of the top rookie mistakes we see people make, and illustrate how to avoid them or how to fix them if you’ve already made some mistakes in your financial life. Plus, we’ll tell you about a recent trip we made to the golf course that included a hole-in-one.
    Here’s some of what you’ll learn in this episode:
    How investing without a purpose becomes a problem. (3:26)
    Why we often find that people don’t know how much risk they have in their portfolio. (6:45)
    Emotions are one of the major causes for investment failure. (11:48)
    Are people being transparent with their ‘hot tips’? (15:39)
    There are fees associated with investing and you need to be aware of this. (18:40)
     
    Want to set up a meeting with us? Visit us here: http://talkwithlee.com
    Get more financial education at http://myretirementclarity.com

    • 23 min
    Ep 93: Retirement Spending Strategies for 2023

    Ep 93: Retirement Spending Strategies for 2023

    Most folks enjoy spending money, and it’s pretty easy to do when you’re working because that paycheck gives you a safety net. But how do you spend money in retirement in a way that gives you the best chance of not running out of money? Today we’re going to give you four retirement spending strategies that you might want to consider.
     
    Here’s some of what you’ll learn in this episode:
    We break retirement expenses up into two categories. (1:30)
    The inflation-adjusted spending strategy. (4:46)
    The spending smile method. (9:11)
    The floor and ceiling method. (13:02)
    The retirement guardrails strategy. (14:30)
     
    Want to set up a meeting with us? Visit us here: http://talkwithlee.com
     Get more financial education at http://myretirementclarity.com

    • 20 min
    Ep 92: Financial Lessons We Can Learn From College Football

    Ep 92: Financial Lessons We Can Learn From College Football

    The final two weeks of this 2022 football season have been incredible for Georgia fans, but every college football fan had to enjoy the semifinals of the College Football Playoff.
    As we were watching all this football during the holidays, we started to realize that there are some really great lessons we can take from the sport so many of us love. So we started compiling them over the past couple of weeks and pulled together five we wanted to share on the podcast.
    Here’s some of what you’ll learn in this episode:
    You are responsible for you. (2:01)
    Never give up no matter the circumstance. (5:54)
    Be gracious in defeat. (9:11)
    Be with others. (10:48)
    Life is precious. (12:55)
     
    Want to set up a meeting with us? Visit us here: http://talkwithlee.com
     
    Get more financial education at http://myretirementclarity.com

    • 17 min
    Ep 91: Listen To This If You Need Help Understanding Your Financial Statements

    Ep 91: Listen To This If You Need Help Understanding Your Financial Statements

    Have you ever opened the mailbox to see you have gotten a financial statement, just to toss it in the ‘shred’ pile? Most people have.
    In this episode, we will cover important parts of your financial statements so you understand what you are looking at amidst all of the fine print.
    Here’s some of what you’ll learn in this episode:
    How reliable are income projections on financial statements? (3:26)
    Understanding your asset allocation summary. (6:10)
    Are all of your fees disclosed on your statements? (8:27)
    What you could be missing in the fine print… (11:15)
    Want to set up a meeting with us? Visit us here: Talk With Lee

    • 19 min
    Ep 90: 7 Money Resolutions For 2023

    Ep 90: 7 Money Resolutions For 2023

    This is the time of year when everybody puts together various lists, whatever the list may be. A lot of times these lists are interesting and helpful, but others are really just marketing tactics.
    Last year we did an episode “22 Resolutions for 2022”. This year’s list will consist of 7 financial resolutions that apply to everyone. If you do these seven things, you should notice a difference in your financial situation in 2023.
    Here’s some of what you’ll learn in this episode:
    Do you have text alerts set up for your credit cards? (4:10)
    Do you know what you spend monthly? (7:13)
    Do you have an income plan for after death? (15:26)
    Want to set up a meeting with us? Visit us here: Talk With Lee

    • 21 min
    Ep 89: The Top 5 401(k) Mistakes You Need to Avoid

    Ep 89: The Top 5 401(k) Mistakes You Need to Avoid

    Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s.
    Here’s some of what you’ll learn in this episode:
    If you have changed jobs, listen here. (3:02)
    Are you rebalancing your 401(k)? (5:57)
    Are target date funds a no-brainer, or should you pass on them? (9:52)
    Want to set up a meeting with us? Visit us here: Talk With Lee

    • 22 min

Customer Reviews

4.0 out of 5
8 Ratings

8 Ratings

JellyBean#28 ,

Retiree Gold nuggets

This is a great show for those who are thinking about retirement. Thanks!

JCO-63 ,

Mediocre advice tempered with hate speech.

Only reason i gave it a one was because there was no negative stars option.

channing grace ,

Fun Show!

Very entertaining! I really enjoyed the show!

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