financial advisor – JL Perkins Wealth Management

Ep 25: Let’s Put Your IRA Under Scrutiny

By Lee | 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.

Special Announcement About The Podcast

By Lee | August 31, 2020 |

There are a few new, exciting changes coming to the podcast. Tune in to see what’s in store for the future!

Ep 24: The Difficulty Of Financial Planning After The Death Of A Spouse

By Lee | August 20, 2020 |

It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.

Ep 23: Retirement Ready: Are You Clinging To False Hope?

By Lee | August 6, 2020 |

We often find that people are clinging to certain ideas or beliefs that end up giving them a sense of false hope about their retirement. It’s a dangerous position to be in. Let’s explore some of the faulty thinking that ultimately leaves people underprepared for retirement.

Ep 22: Traditional IRA vs. Roth IRA

By Lee | July 16, 2020 |

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.

Ep 18: Best Intentions, Bad Advice

By Lee | May 21, 2020 |

We were planning to bring up this conversation before the Coronavirus pandemic hit, but now it just makes it even more important to discuss. You likely seek financial advice from lots of difference sources. And some of those sources will certainly have good intentions, but they’ll often give bad financial advice. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.

Ep 17: Life Events That Spark Major Changes

By Lee | May 7, 2020 |

Sometimes events happen in life that make it really important for you to carefully assess your financial situation. Let’s explain why each of these events is usually a good reason for a financial review.

Ep 16: How People Get Lost In Retirement Planning

By Lee | April 16, 2020 |

Have you ever gotten lost? Not that much fun is it? Well, getting lost in the car or in the woods is a lot like getting lost in retirement planning. Let’s look at the reasons that people get lost, and then how to get back on track.

Ep 15: Coronavirus Update + Financial Truths You Can Count On

By Lee | April 2, 2020 |

The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Lee will give his thoughts on the current situation and why having a plan is so crucial in times like these. We will also discuss some financial truths that we can state with confidence and see what we can learn from them.