My Retirement Clarity with Lee Perkins

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.

My Retirement Clarity with Lee Perkins is a business podcast hosted by Lee Perkins, with 195 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Lee Perkins hosts My Retirement Clarity with Lee Perkins, a business show with 195 episodes published.

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  Episode #193

  Mailbag: Inheritance, Debt, College vs. Retirement & Downsizing (Ep 193)

  Aug 19, 202622 min

  Meet with us: http://talkwithjlp.com Looking for more financial education? Check out http://myretirementclarity.com What should you do when extra money, competing priorities, or a major life transition creates a financial decision you weren’t expecting? In this mailbag episode, Lee answers listener questions covering several common situations that can affect families before and during retirement. The right answer often depends on much more than a single account or financial rule. Looking at each decision within the context of the bigger plan can help prevent an easy choice today from becoming a regret later. Here’s what we discuss in today’s show: New Office: Lee shares an update on the new office and media room Family Inheritance: Extra gifts can support college, retirement savings, or other family goals Managing Debt: Debt can be useful when the cost and overall strategy make sense Extra Cash: Bonuses can strengthen savings, investments, and future flexibility 401(k) Rollovers: Convenience isn’t always the best reason to combine retirement accounts College vs. Retirement: Parents should be careful about sacrificing their own retirement Downsizing: A smaller house doesn’t automatically mean a cheaper or better retirement option Meet with us: http://talkwithjlp.com Looking for more financial education? Check out http://myretirementclarity.com

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  Episode #192

  Our New Office: A New Chapter for J.L. Perkins Wealth Management (Ep 192)

  Aug 12, 202622 min

  We have an exciting episode for you today! Lee sits down with Brian Roper to share the vision behind J.L. Perkins Wealth Management’s new space and how it will reshape the client experience. From expanded educational opportunities to creating more ways for clients to connect, the team is building with the future in mind. They also discuss upcoming workshops, thoughtful growth, and why financial planning should ultimately help people make the most of their next phase. Here’s what we discuss in today’s show: The vision behind the new office and what the expanded space makes possible More opportunities for financial education through the new Summit Center Helping the next generation build stronger money habits earlier in life Creating deeper client connections through education, events, and community Preparing for intentional growth while maintaining a comprehensive approach to planning Meet with us: http://talkwithjlp.com Looking for more financial education? Check out http://myretirementclarity.com

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  Episode #191

  Gratitude: The Secret to a Better Retirement

  Jul 8, 202616 minS0

  <p>This week's episode is a little different.</p> <p>Rather than discussing investments or retirement strategies, Lee takes a moment to reflect on gratitude, opportunity, and the perspective that shapes the way we experience life. Recording from his new office for the first time, he shares what the building truly represents: another opportunity to serve others and continue building something meaningful.</p> <p>Lee also explores how gratitude can transform the way we view our circumstances and what makes America so unique despite its imperfections. As Independence Day approaches, this conversation serves as a reminder to appreciate the freedoms...

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  Episode #191

  Gratitude: The Secret to a Better Retirement

  Jul 8, 202616 min

  This week's episode is a little different. Rather than discussing investments or retirement strategies, Lee takes a moment to reflect on gratitude, opportunity, and the perspective that shapes the way we experience life. Recording from his new office for the first time, he shares what the building truly represents: another opportunity to serve others and continue building something meaningful. Lee also explores how gratitude can transform the way we view our circumstances and what makes America so unique despite its imperfections. As Independence Day approaches, this conversation serves as a reminder to appreciate the freedoms we enjoy, the people who sacrificed to protect them, and the countless opportunities available to each of us. Here’s what we discuss in today’s show: 🏢 New Beginnings: Reflecting on growth and purpose 🙏 Gratitude: Perspective shapes your reality 🌟 Opportunity: The freedom to pursue your dreams 🇺🇸 American Freedom: Appreciating what we often overlook 🎖️ Those Who Serve: Honoring sacrifices for our freedom Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com

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  Episode #190

  The Danger of Being Well-Informed in the Financial World

  Jun 24, 202621 minS0

  <p>Financial information has never been more accessible, yet many people are more confused than ever about what to do with their money. Lee explores why having access to endless opinions, headlines, podcasts, videos, and AI tools doesn't necessarily lead to better financial decisions. He also explains how retirees can cut through the noise and avoid getting stuck in a cycle of constant research without action.</p> <p>Here’s what we discuss in today’s show:</p> <p>💡 Information Overload: Knowledge doesn't equal wisdom</p> <p>📱 Social Advice: Bad information spreads fast</p> <p>🤖 AI Reality: Helpful tool, imperfect guide</p> <p>...

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