478-254-3550Posts by Lee
Moving to Cash?
Moving to Cash? June 15th, 2022 One of the things I’m always asked during volatile markets is- “when is it time to move everything to cash?” It seems like a very tempting and logical solution to implement. It seems even more logical when there is no end in sight. The great unknown for all of…
Read MoreEp 68: Secret To Retirement Success: Get Out Of Your Own Way
There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning.
Read MoreTalk Radio Ads
Talk Radio Ads June 1st, 2022 There are a lot of tough parts of my job. One of the hardest parts is keeping conversations from turning political. Everyone has their own beliefs and it’s not likely that we are going to change anyone else’s mind. I do think good political conversations can be healthy,…
Read MoreEp 67: Retirement Community Living With Joe and Suzanne Best
On this episode of the podcast, we chat with Joe and Suzanne Best. Before retirement, Joe worked as a federal probation officer and Suzanne worked in the public education sector. Once retirement was a reality, they decided to move into a retirement community. We will talk with them about what their experience has been like and what their lifestyle looks like now.
Read MoreSimpler Days
Simpler Days May 18th, 2022 I got an email from a client last week who said they’d read a recent email I sent out where I encouraged folks not to watch the news. His point was that it made him a little nervous when anyone told him not to watch the news. His point…
Read MoreEp 66: The Most Important Birthdays in Retirement Planning
There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.
Read MoreLiving It Up
Living It Up May 6th, 2022 Earlier this week I had the opportunity to interview a couple for an upcoming episode of the My Retirement Clarity Podcast. Joe and Suzanne have been clients for about 10 years and they’ve been retired about that long as well. They retired earlier than most folks do and…
Read MoreEp 65: Common Housing Questions from Retirees
Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. We want to get that part of our financial equation correct, so it’s no surprise it takes up a nice slice of the retirement planning conversation. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be on your mind.
Read MoreEp 64: How To Recognize Your Own Voice of Greed
When it comes to your money, you might have several different voices in your head— maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it…
Read MoreWho’s the Greatest Investor of All Time?
Who’s the Greatest Investor of All Time? April 6th, 2022 On the surface, this seems like a pretty easy answer. I think most people would probably guess that Warren Buffett is the greatest investor of all time. He’s the most well-known and likely quoted more than any other professional investor. As of today he is…
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