JL Perkins Wealth ManagementPodcast


 

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Episode Show Notes

Ep 72: Tax Planning Strategies with Steven Brewer, CPA

August 10, 2022

On this episode, we’re going to get tax insights from local professional Steven Brewer, CPA, who specializes in working with business owners but is also very knowledgeable when it comes to individual tax planning.

Ep 71: Can You Ace This Retirement Quiz?

August 3, 2022

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement.

Ep 70: Retirement Bucket Strategy 101

July 20, 2022

The bucket strategy is a commonly used plan when it comes to retirement. This allows you to allocate money for different goals and helps keep you calm when things are looking down. Lee will discuss what each bucket is for, some common investment vehicles for each of them, and how this might benefit you when putting together a plan.

Ep 69: 5 Strategies to Consider During A Down Market

July 6, 2022

The market is down right now and has a lot of people panicking about what to do with their investments. But there are potential opportunities out there if you look closely. On this episode, we give 5 potential strategies you may be able to utilize during this time.

Ep 68: Secret To Retirement Success: Get Out Of Your Own Way

June 15, 2022

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.

Ep 67: Retirement Community Living With Joe and Suzanne Best

June 1, 2022

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.

Ep 66: The Most Important Birthdays in Retirement Planning

May 18, 2022

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.

Ep 65: Common Housing Questions from Retirees

May 4, 2022

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.

Ep 64: How To Recognize Your Own Voice of Greed

April 20, 2022

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…

Ep 63: How Baseball Principles Also Score Financial Runs

April 6, 2022

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field.

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