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So far Lee has created 119 blog entries.

Ep 100: Facing Financial Fear in Retirement

If you have found yourself worrying about money lately, you are certainly not alone. No matter what your financial background looks like, most of us face financial fears throughout our lives. Unfortunately, it is easy for these stressors to follow us into retirement as well. For this week’s episode, we took an informal poll [...]

By |2023-03-14T18:51:39+00:00March 15th, 2023|Podcast|0 Comments

Ep 99: Why Am I Afraid to Spend My Money?

We work with some tremendous savers who worked hard and sacrificed to build a nest egg, and that mindset isn’t easy to move away from. Many of those same savers are afraid to spend their own money once they’ve reached retirement. So what can you do to embrace that mindset shift? We’ll share a [...]

By |2023-03-07T20:23:19+00:00March 8th, 2023|Podcast|0 Comments

Ep 98: Four Ways The SECURE Act 2.0 Might Impact You

  After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. This follows the original piece of legislation that took effect at the beginning of 2020. With a list of nearly 100 provisions, there’s too much to sort out in one show. Instead, we want [...]

By |2023-03-02T14:11:08+00:00March 1st, 2023|Podcast|Comments Off on Ep 98: Four Ways The SECURE Act 2.0 Might Impact You

Ep 97: Living Off the Interest in Retirement

  If you’ve been a good saver for most of your life, you might find yourself in a position at retirement where you want to try to live off the interest the money can make you rather than tapping into your nest egg. It’s a great idea and would go a long way toward [...]

By |2023-02-21T18:52:02+00:00February 22nd, 2023|Podcast|Comments Off on Ep 97: Living Off the Interest in Retirement

Ep 96: Setting Financial, Business and Personal Goals For 2023

  Everyone likes setting resolutions at the beginning of the new year but how often do those get broken within the first few weeks? It’s more beneficial to establish goals that we can build together and track not only this year but out on the horizon as well. In this episode, we want to [...]

By |2023-02-07T20:45:30+00:00February 15th, 2023|Uncategorized|Comments Off on Ep 96: Setting Financial, Business and Personal Goals For 2023

Ep 95: 4 Common Retirement Questions About Taxes

Nobody enjoys taxes, especially while they’re working because they eat into so much of our paycheck. But what about retirement? How should we be planning for taxes when we’re no longer working? That’s the topic for this episode of the podcast and we’ll dive into it by addressing four of the most common questions [...]

By |2023-02-07T20:14:25+00:00February 8th, 2023|Podcast|Comments Off on Ep 95: 4 Common Retirement Questions About Taxes

Ep 94: Rookie Mistakes Experienced Investors Make

Experience matters with a lot of things in life, and investing is no different. But even if you’ve been saving your money and investing for a long time it’s easy to make rookie mistakes. In this episode, we’ll cover some of the top rookie mistakes we see people make, and illustrate how to avoid [...]

By |2023-01-31T15:22:52+00:00February 1st, 2023|Podcast|Comments Off on Ep 94: Rookie Mistakes Experienced Investors Make

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 [...]

By |2023-01-24T13:40:30+00:00January 25th, 2023|Podcast|Comments Off on Ep 93: Retirement Spending Strategies for 2023

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 [...]

By |2023-01-12T13:42:46+00:00January 11th, 2023|Podcast|Comments Off on Ep 92: Financial Lessons We Can Learn From College Football
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