advisor – JL Perkins Wealth Management

Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”

Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.

Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the top 5 misunderstandings about Social Security.

Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retireers face and help you find the silver lining in the midst of tough situations.

Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing you to address these kinds of topics.

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…

Posts Tagged ‘advisor’

Ep 10: Which Excuses Keep You From Retiring?

Ep 9: Your Financial Advisor Must Have These Traits

Ep 7: Finding Silver Linings in Unfortunate Financial Situations

Ep 5: It’s Good To Have Awkward Conversations In Financial Planning

Ep 3: Even Responsible Savers Make Mistakes

Contact Us

Our Location