JL Perkins Wealth ManagementPodcast


 

Listen to retirement tips in your headphones!

LOGO - My Retirement Clarity - 750 JPG

Subscribe On Your Favorite App

Listen To The Show

Episode Show Notes

Ep 34: Things Nobody Says

January 21, 2021

You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why.

Ep 33: What’s Your Retirement Lifestyle?

January 7, 2021

Have you thought about what life is going to be like for you in retirement? Is there a particular lifestyle you’re seeking? Not all retirement planning is about the finances. Let’s look at some of the lifestyles that are popular among retirees and discuss some of the financial things to consider if you’re going to try to live out one of these particular living situations.

Ep 32: A Review Of The Top Places To Retire In 2020

December 17, 2020

Is the place where you’d like to retire on the Top 15 list? On this episode, we’ll review the US News & World Report’s top 15 retirement locations and share stories of past clients who made the decision to move somewhere else for retirement and what went into those decisions from an emotional and financial standpoint.

Ep 31: How To Pick The Right Advisor

December 3, 2020

A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you.

Ep 30: Addressing Specific Retirement Concerns Of Baby Boomers

November 19, 2020

We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? We’ll ask and attempt to answer those questions on today’s show.

Ep 29: Following The Financial Commandments

November 5, 2020

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.

Ep 28: Eye Opening Stats On How Americans Save

October 15, 2020

Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and how you might compare to the “normal” savings behaviors of Americans.

Ep 27: This One’s On The House

October 1, 2020

We get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.

Ep 26: 5 Easy Ways to Ruin Your Retirement

September 17, 2020

Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up? Let’s tackle five easy ways to ruin your retirement (then just do the opposite of these things and you’ll be fine).

Ep 25: Let’s Put Your IRA Under Scrutiny

September 3, 2020

The IRA is an incredibly popular vehicle to save for retirement. But are you being too passive about how you’re saving and investing inside that account? Let’s put your IRA through some scrutiny to see if you’re truly taking advantage of all it has to offer and understand its pros and cons.

as-featured-on4

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 478-254-3550