All Episodes
My Retirement Clarity with Lee Perkins — 197 episodes
Is a Roth Conversion Worth It If You’re Close To Retirement? (Ep 195)
Why Retiring In 2026 Is Different Than It Used To Be (Ep 194)
Mailbag: Inheritance, Debt, College vs. Retirement & Downsizing (Ep 193)
Our New Office: A New Chapter for J.L. Perkins Wealth Management (Ep 192)
Gratitude: The Secret to a Better Retirement (Ep 191)
The Danger of Being Well-Informed in the Financial World (Ep 190)
Beach, Budgets, and Balance: What Vacation Planning Really Looks Like in Retirement (Ep 189)
Three Questions From People Thinking About Retiring In 2026 (Ep 188)
“I Wish I Knew This at 25” — Young Adult Money Mistakes (Ep 187)
Why Spending in Retirement Is Harder Than It Sounds (Ep 186)
Don't Waste Your Annual Financial Review (Ep 185)
The Federal Retirement Match: What It Means for You (Ep 184)
Tax Mistakes New Retirees Make (And How to Avoid Them) (Ep 183)
Mailbag: Swimming Pool Decisions, Market Fears & Social Security (Ep 182)
Popular Advice… But Is It Good Advice? (Ep 181)
Retirement Mailbag: Bonds, Long-Term Care, Inheritance & Tax-Free Income (Ep 180)
10 Retirement Myths Too Many People Still Believe (Ep 179)
I’m 62: Should I File For Social Security Or Wait? (Ep 178)
What If I Retire With ‘Only’ $1M? (Ep 177)
The 5 Retirement Questions Smart People Ask (Ep 176)
Planning for Retirement When You Marry Later in Life (Ep 175)
Mailbag: Income Boosts, Aging Parents, Social Security & Vacation Homes (Ep 174)
Should You Have More Than One Financial Advisor? (Ep 173)
Mailbag: RVs, Life Insurance, 401(k)s, Roth Options, Money Fears & Inheritances (Ep 172)
The 5 Must-Do’s in Year One of Retirement (Ep 171)
If I Won’t Live to 90, Should I Claim Social Security Early? (Ep 170)
Fuzzy Math Is Sabotaging Your Financial Future (Ep 169)
The TSP Trap: Great for Saving, Limiting for Retirement (Ep 168)
Don’t Waste Your Most Valuable Resource: Time (Ep 167)
The 4 Things You Can Control in Retirement (Ep 166)
Retirement Breaking News: The 4% Rule Gets a Makeover (Ep 165)
Am I Saving Too Much For Retirement? (Ep 164)
Key Things For Parents & Grandparents To Teach A New Graduate (Ep 163)
What Should You Actually Do When the Market Drops? (Ep 162)
Starting Over at 53: Smart Career Move or Retirement Risk? (Ep 161)
Inside the Advisor’s Office: What People Are Actually Concerned About (Ep 160)
Bracket Busters and Stock Flops: The Risky Game of Picking Winners (Ep 159)
Breaking: How Long Will $1 Million Last in Georgia? (Ep 158)
If You’re a Smart Investor, Do You Really Need a Financial Advisor? (Ep 157)
Pretending To Be An Investor Is Dangerous (Ep 156)
The New Retirement: Why Many Are Choosing Work Over Leisure (Ep 155)
New Year, New Me: How To Change Your Money Attitude In 2025 (Ep 154)
Making The Most of Your Retirement Years with Long-Time Client, Joey Kinard (Ep 153)
Mailbag: Should I Restart My 401(k) Contributions After A Break? (Ep 152)
For Couples, Retirement Planning Is A Team Sport (Ep 151)
The Magic 8 Ball’s Guide to Retirement Planning (Ep 150)
Unlock Your Potential During National Financial Planning Month (Ep 149)
Retirees In Their 70s Regret These 5 Things (Ep 148)
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Ep 147)
The Top 401(k) FAQs In 2024 (Ep 146)
Macon on the Map: A Chat with Mayor Lester Miller on the City's Bright Future (Ep 145)
Tax Strategies for 2024 with Guru David Brooks (Ep 144)
Combatting Popular Excuses For Poor Financial Decision-Making (Ep 143)
Meet Keith Dykes: Our Newest Financial Advisor (Ep 142)
Your Financial Wellness Check-Up (Ep 141)
Expectation vs. Reality: The Truth About Retirement Planning (Ep 140)
How Being Cheap Can Be Expensive (Ep 139)
How We Help Clients During a Crisis (Ep 138)
From Overwhelmed to Overjoyed: A Retirement Transformation Story (Ep 137)
Retirement Questions That Baby Boomers & Gen X Are Asking (Ep 136)
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud (Ep 135)
Mailbag: How Do I Stop Going in Circles and Make Financial Decisions? (Ep 134)
Are Your Good Money Habits Holding You Back? (Ep 133)
Retirement Planning Is Harder Than It Used To Be (Ep 132)
The Next Phase of Life (Ep 131)
Questions You Must Ask Your Financial Advisor (Ep 130)
Financial Tips For The First Quarter of 2024 (Ep 129)
Die With Zero Regrets (Ep 128)
Money Mistakes You’ll Regret and How to Avoid Them (Ep 127)
Retirement Planning’s “Hidden” Questions (Ep 126)
How Should I Invest For My Grandkid’s College Fund? & More: Mailbag Episode (Ep 125)
The Future of Retirement In America: Is The Glass Half Full or Half Empty? (Ep 124)
Retirement: Ready Or Not, Here It Comes (Ep 123)
Is Having a Roth IRA a Bad Idea? (Ep 122)
Healthy Journey- How Lee Has Lost 34 Pounds in 3 Months (Ep 121)
The 7-Hour Passport (Ep 120)
Resolving Financial Tension Between Couples – Bonus Episode (Ep 119)
5 Ways to Resolve Financial Tension Between Couples (Ep 118)
3 Ways To Gain Financial Independence (Ep 117)
Is A Buffer ETF Strategy Right For You? (Ep 116)
Why You Should NOT Invest In A 401(k) (Ep 115)
The Talk That Could Save Your Family (Ep 114)
Bad Money Habits Could Spoil Your Retirement Party (Ep 113)
Debt Ceiling and Political Theater (Ep 112)
Financial Decisions During 7 Pivotal Life Events (Ep 111)
Ep 110: Is the TSP the G.O.A.T. of Retirement Plans?
Ep 109: Retiring With Honors: Financial Planning Lessons From The Classroom
Ep 108: McDonalds, Chick-fil-A, and Robo Advisors
Ep 107: How Do You Measure Retirement Success?
Ep 106: Mailbag- Protecting Your Savings, Retiring Early, Roth Conversions, And More!
Ep 105: A Comprehensive Dismantling Of 2023’s Top Social Security Myths
Ep 104: How Much Do I Need To Retire?
Ep 103: How To Lose All Of Your Money
Ep 102: Should An Advisor Tailor A Plan To Fit Your Personality?
Ep 101: Moving Your Retirement Goalposts - Is It Worth The Risk?
Ep 100: Facing Financial Fear in Retirement
Ep 99: Why Am I Afraid to Spend My Money?
Ep 98: Four Ways The SECURE Act 2.0 Might Impact You
Ep 97: Living Off the Interest in Retirement
Ep 96: Setting Financial, Business and Personal Goals For 2023
Ep 95: 4 Common Retirement Questions About Taxes
Ep 94: Rookie Mistakes Experienced Investors Make
Ep 93: Retirement Spending Strategies for 2023
Ep 92: Financial Lessons We Can Learn From College Football
Ep 91: Listen To This If You Need Help Understanding Your Financial Statements
Ep 90: 7 Money Resolutions For 2023
Ep 89: The Top 5 401(k) Mistakes You Need to Avoid
Ep 88: 24 Things I’m a Big Fan Of
Ep 87: Making Smart Decisions During Major Life Events
Ep 86: Did Charlie Brown Get Scammed?
Ep 85: Mailbag – Should I Pay Off My Rental Properties?
Ep 84: What You Should Know About RMDs
Ep 83: 5 Potential Financial Problems
Ep 82: Talking Retirement with LA Times Journalist Steve Lopez
Ep 81: Psychology and Retirement
Ep 80: Should You Buy a Vacation Home?
Ep 79: Sneaky Money Marketing
Ep 78: 6-Step Retirement Checklist
Ep 77: Going Against the Grain
Ep 76: The High Cost of Free Money
Ep 75: The Danger of Doing Nothing
Ep 74: Social Security – Delay or No Way?
Ep 73: Planning Opportunities If You’re Between Opportunities
Ep 72: Tax Planning Strategies with Steven Brewer, CPA
Ep 71: Can You Ace This Retirement Quiz?
Ep 70: Bucket Strategy 101
Ep 69: 5 Strategies to Consider During A Down Market
Ep 68: Secret To Retirement Success: Get Out Of Your Own Way
Ep 67: Retirement Community Living With Joe and Suzanne Best
Ep 66: The Most Important Birthdays in Retirement Planning
Ep 65: Common Housing Questions from Retirees
Ep 64: How To Recognize Your Own Voice of Greed
Ep 63: How Baseball Principles Also Score Financial Runs
Ep 62: Planning for Things You Can’t Predict
Ep 61: Who Needs a Financial Advisor?
Ep 60: Financial Fill in the Blank
Ep 59: How “The Great Resignation” Could Impact You Or A Loved One’s Retirement
Ep 58: 5 Signs You’re in Good Financial Health
Ep 57: 22 Money Resolutions For 2022
Ep 56: Opportunities for Retirement‘s Late Bloomers
Ep 55: Retirement is as Easy as a Jigsaw Puzzle
Ep 54: Living The Dream: Planning The Non-Financial Retirement Stuff
Ep 53: Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin
Ep 52: Answering Your Financial Questions
Ep 51: Mind The Gap
Ep 50: Just What The Financial Doctor Ordered
Ep 49: How Age & Wisdom Play Into Financial Planning
Ep 48: What Retirement Are You Living For?
Ep 47: GEICO Book
Ep 46: Not Your Father's Retirement
Ep 45: Learning Through Uncommon Sense
Ep 44: So What You Really Meant Was…
Ep 43: Listening To The Money Doctor
Ep 42: How Long Will Your Money Last? Let’s Run The Numbers
Ep 41: Are You Flirtin’ With Disaster?
Ep 40: Lessons We Can Learn from the Richest Musicians
Ep 39: This is Why You Never Assume
Ep 38: Understanding Risk
Ep 37: How Women Can Make Sure They’re Involved In Financial Decisions
Ep 36: Prospering In Retirement With Susan & Larry Johnson
Ep 35: Where My Financial Knowledge Comes From
Ep 34: Things Nobody Says
Ep 33: What’s Your Retirement Lifestyle?
Ep 32: A Review Of The Top Places To Retire In 2020
Ep 31: How To Pick The Right Advisor
Ep 30: Addressing Specific Retirement Concerns Of Baby Boomers
Ep 29: Following The Financial Commandments
Ep 28: Eye Opening Stats On How Americans Save
Ep 27: This One's On The House
Ep 26: 5 Easy Ways to Ruin Your Retirement
Ep 25: Let's Put Your IRA Under Scrutiny
Special Announcement About The Podcast
Ep 24: The Difficulty Of Financial Planning After The Death Of A Spouse
Ep 23: Retirement Ready: Are You Clinging To False Hope?
Ep 22: Traditional IRA vs. Roth IRA
Ep 21: Lessons From Keyboard Warriors
Ep 20: Financial “Strategies” That Just Don’t Work
Ep 19: Should You Be Wary Of Some Of Dave Ramsey’s Advice?
Ep 18: Best Intentions, Bad Advice
Ep 17: Life Events That Spark Major Changes
Ep 16: How People Get Lost In Retirement Planning
Ep 15: Coronavirus Update + Financial Truths You Can Count On
Ep 14: Everything You Need to Know About Roth Conversions
Ep 13: What's Your Desire to Retire?
Ep 12: Lies You Learn In Broker School
Ep 11: Where To Find Bias In Financial Media
Ep 10: Which Excuses Keep You From Retiring?
Ep 9: Your Financial Advisor Must Have These Traits
Ep 8: 5 Social Security Misunderstandings
Ep 7: Finding Silver Linings in Unfortunate Financial Situations
Ep 6: Retirement Constants That Affect Everyone
Ep 5: It’s Good To Have Awkward Conversations In Financial Planning
Ep 4: Why The Final Years Before Retirement Are So Important
Ep 3: Even Responsible Savers Make Mistakes
Ep 2: 3rd & 4th Quarther Planning To-Do List
Ep 1: Why You Should Plan For Retirement With A Sense Of Urgency
Ep 0: Getting To Know Lee Perkins