Call Us Today! (478) 254-3550|lee@jlperkinswealth.com

Ep 78: 6-Step Retirement Checklist

Everyone’s journey to retirement tends to look a lot different, but there are still some fundamentals that everyone needs to pay attention to before taking that leap. You don’t want to be a few years from retirement before you question whether you have covered all your bases. In today’s episode, we will talk about [...]

By |2022-09-28T20:10:28+00:00September 28th, 2022|Podcast|0 Comments

Ep 74: Social Security – Delay or No Way?

When to claim Social Security is a question that’s been asked as long as the program has been around. The reason why we’re still answering this question is that the strategy will vary for every individual. No matter what you decide, this crucial piece of income planning will certainly be a big part of [...]

By |2022-09-06T19:02:11+00:00August 24th, 2022|Podcast|Comments Off on Ep 74: Social Security – Delay or No Way?

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

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.

By |2019-11-07T05:00:57+00:00November 7th, 2019|Podcast|Comments Off on Ep 5: It’s Good To Have Awkward Conversations In Financial Planning
Go to Top