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

Ep 110: Is the TSP the G.O.A.T. of Retirement Plans?

Is the TSP, also known as the Thrift Savings Plan, truly the greatest investment platform of all time? There are a lot of people that would answer yes to this question, so in today’s episode, we’ll explore any potential shortcomings it may have. Specifically, we will dive into a recent conversation between Lee and a client who had their funds in a TSP.

By |2023-05-23T21:01:02+00:00May 24th, 2023|Podcast|0 Comments

Ep 109: Retiring With Honors: Financial Planning Lessons From The Classroom

From time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from them. In today’s episode, we’re seeing what we can learn from teachers and the issues they face. Let’s look at how homework, standardized testing, and customized learning approaches relate to financial planning.

By |2023-05-16T20:54:58+00:00May 17th, 2023|Podcast|0 Comments

Ep 103: How To Lose All Of Your Money

As you prepare for retirement, you want to make sure you’re doing everything you can to secure your financial future. We’ve talked a lot on this podcast about strategies to help you grow your wealth for retirement, but it’s just as important to consider the risks that could wipe out your savings entirely. On today’s episode, we’re covering the two big ways that you could lose every dime you have, and how to avoid these critical mistakes.

By |2023-04-04T18:04:32+00:00April 5th, 2023|Podcast|Comments Off on Ep 103: How To Lose All Of Your Money

Ep 102: Should An Advisor Tailor A Plan To Fit Your Personality?

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? There are many types of personalities out there when it comes to financial matters, and we’ve found that most of our clients fall into one of the categories we’ll discuss today. In this episode, we’ll explore how understanding [...]

By |2023-03-27T19:02:13+00:00March 29th, 2023|Podcast|Comments Off on Ep 102: Should An Advisor Tailor A Plan To Fit Your Personality?

Ep 100: Facing Financial Fear in Retirement

If you have found yourself worrying about money lately, you are certainly not alone. No matter what your financial background looks like, most of us face financial fears throughout our lives. Unfortunately, it is easy for these stressors to follow us into retirement as well. For this week’s episode, we took an informal poll [...]

By |2023-03-14T18:51:39+00:00March 15th, 2023|Podcast|Comments Off on Ep 100: Facing Financial Fear in Retirement

Ep 99: Why Am I Afraid to Spend My Money?

We work with some tremendous savers who worked hard and sacrificed to build a nest egg, and that mindset isn’t easy to move away from. Many of those same savers are afraid to spend their own money once they’ve reached retirement. So what can you do to embrace that mindset shift? We’ll share a [...]

By |2023-03-07T20:23:19+00:00March 8th, 2023|Podcast|Comments Off on Ep 99: Why Am I Afraid to Spend My Money?

Ep 98: Four Ways The SECURE Act 2.0 Might Impact You

  After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. This follows the original piece of legislation that took effect at the beginning of 2020. With a list of nearly 100 provisions, there’s too much to sort out in one show. Instead, we want [...]

By |2023-03-02T14:11:08+00:00March 1st, 2023|Podcast|Comments Off on Ep 98: Four Ways The SECURE Act 2.0 Might Impact You

Ep 90: 7 Money Resolutions For 2023

This is the time of year when everybody puts together various lists, whatever the list may be. A lot of times these lists are interesting and helpful, but others are really just marketing tactics. Last year we did an episode “22 Resolutions for 2022”. This year’s list will consist of 7 financial resolutions that [...]

By |2022-12-27T22:05:52+00:00December 28th, 2022|Podcast|Comments Off on Ep 90: 7 Money Resolutions For 2023

Ep 87: Making Smart Decisions During Major Life Events

Everyone makes poor decisions at some point in their life. Big life changes can make the chances of a mistake higher- specifically a financial mistake. Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life. Here [...]

By |2022-12-06T20:05:55+00:00December 7th, 2022|Podcast|Comments Off on Ep 87: Making Smart Decisions During Major Life Events
Go to Top