הפודקאסטים הטובים ביותר ב-Lee Perkins (2023)

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My Retirement Clarity with Lee Perkins

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Ep 102: Should An Advisor Tailor A Plan To Fit Your Personality? 22:33

4d ago22:33

22:33

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 your financial pers…

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My Retirement Clarity with Lee Perkins

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Ep 101: Moving Your Retirement Goalposts - Is It Worth The Risk? 20:51

11d ago20:51

20:51

Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts. Here are some of the topics we w…

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My Retirement Clarity with Lee Perkins

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Ep 100: Facing Financial Fear in Retirement 22:02

18d ago22:02

22:02

In this episode, we’ll highlight the most common financial fears and discuss how to address them in your retirement plan. Whether you are worried about running out of money during retirement or aren’t sure how to find the best financial advisor for your situation, this episode will help you face these fears head on. Here are some of the topics we w…

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My Retirement Clarity with Lee Perkins

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Ep 99: Why Am I Afraid to Spend My Money? 20:21

25d ago20:21

20:21

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 recent conversation we had about this and discuss some w…

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My Retirement Clarity with Lee Perkins

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Ep 98: Four Ways The SECURE Act 2.0 Might Impact You 20:31

1M ago20:31

20:31

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 to highlight a few of the planning opportunities that could a…

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My Retirement Clarity with Lee Perkins

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Ep 97: Living Off the Interest in Retirement 14:27

1M ago14:27

14:27

If you’ve been a good saver for most of your life, you might find yourself in a position at retirement where you want to try to live off the interest the money can make you rather than tapping into your nest egg. It’s a great idea and would go a long way toward protecting your money, but is it a realistic goal? In today’s episode, Lee is going to t…

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My Retirement Clarity with Lee Perkins

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Ep 96: Setting Financial, Business and Personal Goals For 2023 23:54

2M ago23:54

23:54

In this episode, we want to set some well-thought-out goals that we can plan for and work hard to achieve. We’ll do that in the area of business, finance, and personal goals with the help of Lee today to give you some things to strive for in every area of life. Here’s some of what you’ll learn in this episode: What personal goals has Lee set for th…

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My Retirement Clarity with Lee Perkins

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Ep 95: 4 Common Retirement Questions About Taxes 17:48

2M ago17:48

17:48

Nobody enjoys taxes, especially while they’re working because they eat into so much of our paycheck. But what about retirement? How should we be planning for taxes when we’re no longer working? That’s the topic for this episode of the podcast and we’ll dive into it by addressing four of the most common questions we get from pre-retirees or those th…

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My Retirement Clarity with Lee Perkins

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Ep 94: Rookie Mistakes Experienced Investors Make 23:37

2M ago23:37

23:37

In this episode, we’ll cover some of the top rookie mistakes we see people make, and illustrate how to avoid them or how to fix them if you’ve already made some mistakes in your financial life. Plus, we’ll tell you about a recent trip we made to the golf course that included a hole-in-one. Here’s some of what you’ll learn in this episode: How inves…

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My Retirement Clarity with Lee Perkins

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Ep 93: Retirement Spending Strategies for 2023 20:58

2M ago20:58

20:58

Most folks enjoy spending money, and it’s pretty easy to do when you’re working because that paycheck gives you a safety net. But how do you spend money in retirement in a way that gives you the best chance of not running out of money? Today we’re going to give you four retirement spending strategies that you might want to consider. Here’s some of …

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My Retirement Clarity with Lee Perkins

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Ep 92: Financial Lessons We Can Learn From College Football 17:59

3M ago17:59

17:59

The final two weeks of this 2022 football season have been incredible for Georgia fans, but every college football fan had to enjoy the semifinals of the College Football Playoff. As we were watching all this football during the holidays, we started to realize that there are some really great lessons we can take from the sport so many of us love. S…

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My Retirement Clarity with Lee Perkins

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Ep 91: Listen To This If You Need Help Understanding Your Financial Statements 19:20

3M ago19:20

19:20

Have you ever opened the mailbox to see you have gotten a financial statement, just to toss it in the ‘shred’ pile? Most people have. In this episode, we will cover important parts of your financial statements so you understand what you are looking at amidst all of the fine print. Here’s some of what you’ll learn in this episode: How reliable are i…

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My Retirement Clarity with Lee Perkins

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Ep 90: 7 Money Resolutions For 2023 21:42

3M ago21:42

21:42

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 apply to everyone. If you do these s…

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My Retirement Clarity with Lee Perkins

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Ep 89: The Top 5 401(k) Mistakes You Need to Avoid 22:48

3M ago22:48

22:48

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s. Here’s some of what you’ll learn in this episode: If you have chan…

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My Retirement Clarity with Lee Perkins

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Ep 88: 24 Things I’m a Big Fan Of 18:38

4M ago18:38

18:38

We all have likes and dislikes. As we get older, many of us find more and more things we tend to not be a big fan of, and it can be easy to fall into a negativity trap. With that in mind, I decided to spend some time thinking about the things I am a big fan of. In this episode, I will be sharing some of my favorite things with you, some financial, …

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My Retirement Clarity with Lee Perkins

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Ep 87: Making Smart Decisions During Major Life Events 22:01

4M ago22:01

22:01

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 is some of what you’ll learn…

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My Retirement Clarity with Lee Perkins

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Ep 86: Did Charlie Brown Get Scammed? 12:08

4M ago12:08

12:08

There is a good chance you have seen, or at least heard of, Charlie Brown. On the Thanksgiving Special, there is a moment where Charlie Brown makes a mistake but keeps repeating it as if he is expecting a different result. Unfortunately, many of us do this with our finances. Some even go as far as reaching out for help, but ultimately end up going …

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My Retirement Clarity with Lee Perkins

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Ep 85: Mailbag – Should I Pay Off My Rental Properties? 21:53

4M ago21:53

21:53

You have questions? Well, we have answers. We have been getting a lot of listener questions the last few weeks, and many of them are questions I get from clients all of the time. We will discuss financial scenarios from having multiple mortgages to whether or not you should pay for your children’s student loans. Here is some of what you’ll learn on…

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My Retirement Clarity with Lee Perkins

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Ep 84: What You Should Know About RMDs 17:20

5M ago17:20

17:20

What is an RMD? You've probably heard the acronym but how much do you know about required minimum distributions? There tends to be a lot of confusion surrounding RMDs, so today we will go over everything you should know. The Required minimum distribution is the mandatory amount that everybody must take from their qualified accounts in the year they…

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My Retirement Clarity with Lee Perkins

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Ep 83: 5 Potential Financial Problems 25:12

5M ago25:12

25:12

Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed You might have watched your parents retire in their early 60s and think that’s how it should still be for…

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My Retirement Clarity with Lee Perkins

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Ep 82: Talking Retirement with LA Times Journalist Steve Lopez 49:06

5M ago49:06

49:06

We are excited to have Steve Lopez as our guest today. Steve is a journalist for the LA Times and is about to release a new book on retirement. We feel that a lot of what Steve writes about will resonate with our listeners. Steve found himself facing a fork in the road: To retire, or not to retire? This fork in the road led him to write ‘Independen…

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My Retirement Clarity with Lee Perkins

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Ep 81: Psychology and Retirement 29:26

5M ago29:26

29:26

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement. Here is some of what you’ll learn on this show: F…

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My Retirement Clarity with Lee Perkins

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Ep 80: Should You Buy a Vacation Home? 24:08

6M ago24:08

24:08

Is owning a second home, now considered the American Dream? While it may not be an option for everyone, it seems to be a common goal for more people in the last 5-7 years. In this episode, we are going to go over some of the pros and cons of purchasing a second home. Not only has Lee been asked about purchasing a second home countless times, but he…

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My Retirement Clarity with Lee Perkins

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Ep 79: Sneaky Money Marketing 25:14

6M ago25:14

25:14

We’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headlines and ads a little more, we can clearly understand what emotions they’re trying to elicit. More importantly, we can figure out what companies are trying to sell us. For this episode, we perused the int…

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My Retirement Clarity with Lee Perkins

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Ep 78: 6-Step Retirement Checklist 17:06

6M ago17:06

17:06

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 six important steps in the retirem…

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My Retirement Clarity with Lee Perkins

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Ep 77: Going Against the Grain 22:45

6M ago22:45

22:45

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us do…

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My Retirement Clarity with Lee Perkins

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Ep 76: The High Cost of Free Money 14:54

7M ago14:54

14:54

How do you feel about free money? Sounds like a no-brainer, right? Maybe not. Most people don’t understand that free money isn’t actually free and that someone else’s money is just being spent. Let’s explore what we know about “free” money, income taxes, and some recent changes the government is implementing. Here is some of what you’ll learn on th…

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My Retirement Clarity with Lee Perkins

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Ep 75: The Danger of Doing Nothing 19:40

7M ago19:40

19:40

We’re all guilty of putting things off and waiting until it’s absolutely necessary to get them done. We see it all the time when it comes to money. People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them. …

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My Retirement Clarity with Lee Perkins

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Ep 74: Social Security – Delay or No Way? 13:18

7M ago13:18

13:18

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 retirement so you want to get it right. For cer…

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My Retirement Clarity with Lee Perkins

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Ep 73: Planning Opportunities If You’re Between Opportunities 19:11

8M ago19:11

19:11

Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that you need to consider if you’re between jobs. Here is some of what you’ll learn on this show: Why this might be a gre…

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My Retirement Clarity with Lee Perkins

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Ep 72: Tax Planning Strategies with Steven Brewer, CPA 26:01

8M ago26:01

26:01

On this episode, we’re going to get tax insights from local professional Steven Brewer, CPA, who specializes in working with business owners but is also very knowledgeable when it comes to individual tax planning. Here is some of what you’ll learn on this show: Lee’s first accounting class and why he immediately changed his major. (1:49) Where does…

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My Retirement Clarity with Lee Perkins

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Ep 71: Can You Ace This Retirement Quiz? 23:15

8M ago23:15

23:15

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. Here is some of what you’ll learn on this show…

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My Retirement Clarity with Lee Perkins

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Ep 70: Bucket Strategy 101 16:36

9M ago16:36

16:36

The bucket strategy is a commonly used plan when it comes to retirement. This allows you to allocate money for different goals and helps keep you calm when things are looking down. Lee will discuss what each bucket is for, some common investment vehicles for each of them, and how this might benefit you when putting together a plan. Important Links:…

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My Retirement Clarity with Lee Perkins

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Ep 69: 5 Strategies to Consider During A Down Market 24:30

9M ago24:30

24:30

The market is down right now and has a lot of people panicking about what to do with their investments. But there are potential opportunities out there if you look closely. On this episode, we give 5 potential strategies you may be able to utilize during this time. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550…

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My Retirement Clarity with Lee Perkins

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Ep 68: Secret To Retirement Success: Get Out Of Your Own Way 23:40

10M ago23:40

23:40

There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-…

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My Retirement Clarity with Lee Perkins

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Ep 67: Retirement Community Living With Joe and Suzanne Best 33:50

10M ago33:50

33:50

On this episode of the podcast, we chat with Joe and Suzanne Best. Before retirement, Joe worked as a federal probation officer and Suzanne worked in the public education sector. Once retirement was a reality, they decided to move into a retirement community. We will talk with them about what their experience has been like and what their lifestyle …

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My Retirement Clarity with Lee Perkins

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Ep 66: The Most Important Birthdays in Retirement Planning 24:15

11M ago24:15

24:15

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-25…

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My Retirement Clarity with Lee Perkins

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Ep 65: Common Housing Questions from Retirees 20:38

11M ago20:38

20:38

Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. We want to get that part of our financial equation correct, so it’s no surprise it takes up a nice slice of the retirement planning conversation. On this episode, we’ll cover some common housing questions from retirees…

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My Retirement Clarity with Lee Perkins

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Ep 64: How To Recognize Your Own Voice of Greed 21:06

12M ago21:06

21:06

When it comes to your money, you might have several different voices in your head— maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it… Important Links: Website: myretirementclarity.com/podcast/ Call: 478-2…

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My Retirement Clarity with Lee Perkins

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Ep 63: How Baseball Principles Also Score Financial Runs 19:55

12M ago19:55

19:55

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field. Important L…

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My Retirement Clarity with Lee Perkins

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Ep 62: Planning for Things You Can’t Predict 18:07

1y ago18:07

18:07

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers. Important Links: Website: myretirementclarity.com/podcast…

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My Retirement Clarity with Lee Perkins

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Ep 61: Who Needs a Financial Advisor? 19:57

1y ago19:57

19:57

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor… Important Links: Website: myretir…

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My Retirement Clarity with Lee Perkins

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Ep 60: Financial Fill in the Blank 18:44

1y ago18:44

18:44

Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more! Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550על ידי Lee Perkins

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My Retirement Clarity with Lee Perkins

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Ep 59: How “The Great Resignation” Could Impact You Or A Loved One’s Retirement 20:46

1y ago20:46

20:46

Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace…

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My Retirement Clarity with Lee Perkins

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Ep 58: 5 Signs You’re in Good Financial Health 19:55

1y ago19:55

19:55

If retirement is on your mind, then listen up to today’s show for a 5-part checklist that’ll help measure if you’re in good financial health and setting yourself up for retirement success. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550על ידי Lee Perkins

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My Retirement Clarity with Lee Perkins

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Ep 57: 22 Money Resolutions For 2022 21:33

1y ago21:33

21:33

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550על ידי Lee Perkins

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My Retirement Clarity with Lee Perkins

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Ep 56: Opportunities for Retirement‘s Late Bloomers 20:17

1+ y ago20:17

20:17

Maybe you’re close to retirement and think you don’t have nearly enough money saved. But let’s talk about some reasons that the news might not be as bad as you think. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550על ידי Lee Perkins

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My Retirement Clarity with Lee Perkins

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Ep 55: Retirement is as Easy as a Jigsaw Puzzle 17:30

1+ y ago17:30

17:30

To successfully complete a jigsaw puzzle, there are some strategies that you’ll want to keep in mind. And many of those same strategies apply to retirement planning… Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550על ידי Lee Perkins

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My Retirement Clarity with Lee Perkins

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Ep 54: Living The Dream: Planning The Non-Financial Retirement Stuff 19:53

1+ y ago19:53

19:53

Before you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you need to dream about. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550על ידי Lee Perkins

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My Retirement Clarity with Lee Perkins

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Ep 53: Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin 20:15

1+ y ago20:15

20:15

Proverbs 16:18 says “Pride goes before destruction, a haughty spirit before a fall.” Let’s talk about some of the ways that pride might manifest itself in your financial planning in the form of overconfidence. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550על ידי Lee Perkins

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