JL Perkins Wealth ManagementPodcast


Listen to retirement tips in your headphones!

LOGO 2021 - Perkins - 750 (1)

Subscribe On Your Favorite App

Apple PodcastsSpotifyGoogle PodcastsStitcherTuneInRSS

Listen To The Show

Episode Show Notes

Ep 58: 5 Signs You’re in Good Financial Health

January 19, 2022

If retirement is on your mind, then listen up to today’s show for a 5-part checklist that’ll help measure if you’re in good financial health and setting yourself up for retirement success.

Ep 57: 22 Money Resolutions For 2022

January 5, 2022

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.

Ep 56: Opportunities for Retirement’s Late Bloomers

December 15, 2021

Maybe you’re close to retirement and think you don’t have nearly enough money saved. But let’s talk about some reasons that the news might not be as bad as you think.

Ep 55: Retirement is as Easy as a Jigsaw Puzzle

December 1, 2021

To successfully complete a jigsaw puzzle, there are some strategies that you’ll want to keep in mind. And many of those same strategies apply to retirement planning…

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.


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