478-254-3550Posts by Lee
Busy Busy
Wednesday, Sept. 23rd One of the things people ask others when they haven’t seen them in a while is – “how’s everything going?” One of the most common answers is a reference to how busy they are. I have a friend that I don’t see that often, but when I do and I ask him…
Read MoreEp 50: Just What The Financial Doctor Ordered
So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need.
Read MoreThe Comparison Trap
Wednesday, Sept 8th One of the traps that we all fall into is comparing ourselves to others. We’ve all heard the saying “keeping up with the Joneses”. We’ve probably seen examples of how someone bought something and then someone else bought something a little bit bigger, or a little bit better. Apparently there are 2…
Read MoreEp 49: How Age & Wisdom Play Into Financial Planning
There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world.
Read MoreEp 48: What Retirement Are You Living For?
Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do.
Read MoreEp 47: GEICO Book
One of the largest employers in the Macon area is GEICO. Over the years, Lee has sat down with many employees of this company and helped them plan for retirement. There have been many common traits among this demographic of people, so Lee wanted to put the most common problems he has seen in his new book “Leaving The Lizard.”
Read MorePrayers for Walker Bethune
I know many of you are aware of this situation, but I wanted to make everyone else aware so you can add this to your prayer list. On Saturday afternoon, a family that we have known for quite some time experienced an unimaginable event. David and Stacey Bethune were vacationing with their 2 kids, Walker…
Read MoreEp 46: Not Your Father’s Retirement
If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.
Read More3 Phases of Retirement: Go-Go, Slow-Go, No-Go Years
Thursday, July 8th, 2021 Many of you have heard me talk about what I call the 3 phases of retirement. The Go-Go years, the Slow-Go years and the No-Go years. I saw that in full display last week in St. Simons. People in all 3 phases of retirement enjoying things at a different pace. I…
Read MoreEp 45: Learning Through Uncommon Sense
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
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