JL Perkins Wealth ManagementPodcast


 

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Episode Show Notes

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.

Ep 44: So What You Really Meant Was…

June 17, 2021

Some people in the financial world speak in code. It’s important for you to learn how to crack that code. Let’s look at a few examples of what you’ll hear someone say, but breakdown what they really meant.

Ep 43: Listening To The Money Doctor

June 3, 2021

If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.

Ep 42: How Long Will Your Money Last? Let’s Run The Numbers

May 20, 2021

If you had a million dollars, how long would it last you in retirement? How drastically does that longevity change if you move to a bigger/smaller city? We’ll take a look at some stats from various areas across the country to show how difficult it is to make your money last in some areas, and how easy it might be in others.

Ep 41: Are You Flirtin’ With Disaster?

May 6, 2021

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it on today’s show.

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