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Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
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.
Here is some of what you’ll learn on this show:
- Lee’s first accounting class and why he immediately changed his major. (1:49)
- Where does Steven see taxes going in the future and how does that impact investing today? (6:00)
- The tax planning opportunities that most people look including a few specific to Georgia residents. (8:43)
- What can you do to prepare for the increasing tax environment that we’re in? (12:10)
- The things that trigger audits and when they typically happen. (17:15)
- Advice he would give business owners that want to be more proactive. (19:45)
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Important Links:
Website: myretirementclarity.com/podcast/
Call:Â 478-254-3550
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Episode Show Notes
Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make…
As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree, or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the right things? Listen to today’s podcast to find out.
Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency…
On this inaugural episode of The Macon Money Podcast, we’ll get a behind-the-scenes look at your host, Lee Perkins. We’ll find out about his personal and professional background, how he initially got involved in the financial industry, and why he decided to start this podcast in the first place.
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