My Retirement Clarity with Lee Perkins

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

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

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

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

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...

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

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

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

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:...

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/37sxnp9 Website:  myretirementclarity.c...

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...

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

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

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 behavi...

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

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

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

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

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 spou...

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

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you. Important Links: Website:  https://jlperkinswealth.com/podcast/ Call: 478-254-3550

We were playing the dangerous game of perusing the comments section of a recent article about COVID-19 and the impacts on retirees and how much money you’ll need to retire going forward. The trip into the comments section is always a mixed bag of trolling, inaccuracies, and sometimes surprisingly helpful insight from what we’ve come to describe as “Keyboard Warriors.” So, let’s look at some of the...

Let’s talk about some financial planning “strategies” that don’t really work (even though some people, even some financial advisors, believe in them). Important Links: Website:  https://jlperkinswealth.com/podcast/ Call: 478-254-3550

Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Let’s take a look at some of Dave’s most popular advice and see if and when it make...

We were planning to bring up this conversation before the Coronavirus pandemic hit, but now it just makes it even more important to discuss. You likely seek financial advice from lots of difference sources. And some of those sources will certainly have good intentions, but they’ll often give bad financial advice. Let’s look at some examples and explore the reasons why we have to be very careful fr...