478-254-3550Posts by Lee
Are You Financially Fit?
Wednesday, Jan. 19th Are You Financially Fit Let’s face it. We are all in different shape financially. Some folks have more money, some have less. Some spend more than others and some spend less. Some have more stuff, and some have less stuff. Who is happier? There is no right answer there because…
Read MoreEp 58: 5 Signs You’re in Good Financial Health
If retirement is on your mind, then listen up to today’s show for a 5-part checklist that’ll help measure if you’re in good financial health and setting yourself up for retirement success.
Read MorePreparation is Key to Success
Wednesday, Jan 5th, 2022 Preparation is Key to Success A few weeks ago, GHSA crowned football state champions in all different divisions. All of the games were broadcast on local public TV. Some of the games were great and I know many of you likely had kids or grandkids playing in some of these games.…
Read MoreEp 57: 22 Money Resolutions For 2022
You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.
Read MoreMeet My Firm
Wednesday, Dec. 15th Meet My Firm One of the things I like most about the Christmas season is being able to spend time with friends and family. We were made to be social creatures and interact with other people. And when we have the choice, who do we like to be with? You guessed it…people…
Read MoreEp 56: Opportunities for Retirement’s Late Bloomers
Maybe you’re close to retirement and think you don’t have nearly enough money saved. But let’s talk about some reasons that the news might not be as bad as you think.
Read MoreEp 55: Retirement is as Easy as a Jigsaw Puzzle
To successfully complete a jigsaw puzzle, there are some strategies that you’ll want to keep in mind. And many of those same strategies apply to retirement planning…
Read MoreEp 54: Living The Dream: Planning The Non-Financial Retirement Stuff
Before you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you need to dream about.
Read MoreWhy The Focus on Tax Returns?
Thursday, Nov. 4th You may not know the name Willie Sutton. He was born in 1901 and died in 1980. What was his claim to fame? He was a very well-known bank robber in his time. He was very good at it. Records show that he stole over 2 million dollars over a bank robbery…
Read MoreEp 53: Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin
Proverbs 16:18 says “Pride goes before destruction, a haughty spirit before a fall.” Let’s talk about some of the ways that pride might manifest itself in your financial planning in the form of overconfidence.
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