JL Perkins Wealth ManagementPodcast


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Episode Show Notes

Ep 54: Living The Dream: Planning The Non-Financial Retirement Stuff

November 17, 2021

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.

Ep 53: Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin

November 3, 2021

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.

Ep 52: Answering Your Financial Questions

October 21, 2021

We dedicate this show to answering some listener questions that have come in. We will discuss RMD rules, how much investing knowledge you need, and contributing money to a Roth IRA.

Ep 51: Mind The Gap

October 7, 2021

If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.

Ep 50: Just What The Financial Doctor Ordered

September 16, 2021

So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need.

Ep 49: How Age & Wisdom Play Into Financial Planning

September 2, 2021

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world.

Ep 48: What Retirement Are You Living For?

August 19, 2021

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.

Ep 47: GEICO Book

August 5, 2021

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.”

Ep 46: Not Your Father’s Retirement

July 15, 2021

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.

Ep 45: Learning Through Uncommon Sense

July 1, 2021

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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