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My Retirement Clarity with Lee Perkins

My Retirement Clarity with Lee Perkins

Hosted by Lee Perkins

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Episodes

193

Latest episode

Jul 2026

Language

EN

About the show

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.

Listen to episodes

60 recent
August 12, 2026Episode 19222 min

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

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

July 8, 2026Episode 19116 min

Gratitude: The Secret to a Better Retirement (Ep 191)

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

June 24, 2026Episode 19020 min

The Danger of Being Well-Informed in the Financial World (Ep 190)

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. Here’s what we discuss in today’s show: 💡 Information Overload: Knowledge doesn't equal wisdom 📱 Social Advice: Bad information spreads fast 🤖 AI Reality: Helpful tool, imperfect guide 🧠 Bias Bubbles: Algorithms reinforce beliefs 🧊 Analysis Paralysis: Research delaying decisions 🚫 DIY Danger: Don't do it alone 🎯 Stay Focused: Prioritize goals over headlines Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com

June 10, 2026Episode 18916 min

Beach, Budgets, and Balance: What Vacation Planning Really Looks Like in Retirement (Ep 189)

Summer's here. And somewhere between the excitement of planning a big trip and the anxiety of what it costs, a lot of retirees end up doing something that surprises us… they feel guilty about it. They worked hard, they saved, they planned for decades, and then they second-guess a beach vacation. Today, let's talk about how travel fits into a real retirement plan and how to enjoy it without guilt. Here’s what we discuss in today’s show: ✈️ Retirement is the time to enjoy the experiences you've spent decades planning for. 💰 Creating a dedicated travel fund can make spending feel intentional instead of stressful. 🧠 The psychology of spending often becomes more challenging once the paycheck stops. 🌎 Most retirees travel more in the early years of retirement and gradually slow down over time. 👨‍👩‍👧‍👦 Many retirees are choosing experiences and family travel over simply leaving larger inheritances.    Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com

May 27, 2026Episode 18815 min

Three Questions From People Thinking About Retiring In 2026 (Ep 188)

Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com We're doing something a little different today. Three listeners wrote in with variations of the same question- am I ready to retire in 2026? Same question, three very different situations, three very different answers. Here’s what we discuss in today’s show: 📉 Why scary headlines can derail smart retirement decisions 🧠 The emotional side of retirement most people ignore 🏥 Medicare gaps and pension timing considerations 📺 How media fear impacts investor behavior 📋 Why a retirement plan helps prevent costly mistakes Want to set up a meeting with us? Visit us here: http://talkwithjp.com Get more financial education at http://myretirementclarity.com

May 21, 2026Episode 18720 min

“I Wish I Knew This at 25” — Young Adult Money Mistakes (Ep 187)

Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com If you want unfiltered financial advice, don’t just read a book, scroll the comments. Spend five minutes on Reddit or YouTube, and you’ll find people being brutally honest about what they wish they had done differently with money. Today, Lee breaks down some of the biggest financial regrets younger adults face and why small decisions early in life can quietly shape your future. The earlier you recognize these habits, the easier it becomes to build confidence, flexibility, and long-term financial stability. Here’s what we discuss in today’s show: 💸 Start Early: Compounding rewards consistency 💳 Credit Card Trap: Minimum payments create long-term debt 🏦 Too Much “Safety”: Inflation quietly erodes cash 🎁 401(k) Match: Free money gets ignored 🧭 No Real Plan: Lifestyle creep steals opportunity Want to set up a meeting with us? Visit us here: http://talkwithjp.com Get more financial education at http://myretirementclarity.com

April 29, 2026Episode 18615 min

Why Spending in Retirement Is Harder Than It Sounds (Ep 186)

Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com You spend decades building your savings, then retirement comes, and spending it feels harder than expected. Lee dives into why that shift is so difficult and what’s really going on beneath the surface. He looks at the real reasons people hold back. Without a plan and the right mindset, it’s easy to miss out on the retirement you worked so hard to build. Here’s what we discuss in today’s show: ⚠️ Fear of Running Out: Drives hesitation at any wealth level 🔄 Habit Problem: Saving mindset doesn’t turn off 🧠 Emotional Barriers: Past experiences shape behavior 💸 Guilt Factor: Legacy goals can limit enjoyment 📊 Plan Creates Confidence: Clarity makes spending easier Want to set up a meeting with us? Visit us here: http://talkwithjp.com Get more financial education at http://myretirementclarity.com

April 15, 2026Episode 18518 min

Don't Waste Your Annual Financial Review (Ep 185)

Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com Your annual financial review might be the most important hour of your financial life, but only if it’s done right. In this episode, Lee breaks down what a great review should actually look like and why it should go far beyond just investment performance. The goal isn’t to check a box once a year; it’s to make sure your plan is still aligned with your life. Here’s what we discuss in today’s show: 📅 Annual Reviews Matter: One of the most valuable financial meetings you’ll have 💬 It Starts With You: The best reviews begin with what’s on your mind 📊 Beyond Performance: It’s not just about returns and benchmarks 🧾 Full Planning View: Taxes, income, goals, and life changes all matter 🤝 Advisor Value: A good advisor focuses on your life, not just your portfolio Want to set up a meeting with us? Visit us here: http://talkwithjp.com Get more financial education at http://myretirementclarity.com

March 25, 2026Episode 18418 min

The Federal Retirement Match: What It Means for You (Ep 184)

Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com There was a surprising retirement announcement tucked inside the State of the Union, one that could impact millions of Americans without access to employer-sponsored plans. In this episode, Lee shares his early reactions to the proposal, which introduces a government-managed retirement account with a potential federal match. He also shares a special announcement about his firm. Here’s what we discuss in today’s show: 🏛️ Federal Match Idea: New proposal for $1,000 match 🧾 Plan Details: Government-run retirement account concept 🧠 Behavioral Reality: Free money doesn’t guarantee action 📊 Real Impact: May not move the needle for many 🎓 Next Gen Workshops: Teaching kids real-world money skills   Want to set up a meeting with us? Visit us here: http://talkwithjp.com Get more financial education at http://myretirementclarity.com

March 11, 2026Episode 18315 min

Tax Mistakes New Retirees Make (And How to Avoid Them) (Ep 183)

Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com Nobody enjoys tax season, but for new retirees, the transition from working income to retirement income can create a whole new set of tax challenges. Lee breaks down several common tax pitfalls that new retirees often face, inspired by a recent financial article and real-world client conversations. Tune in to find out how thoughtful planning can help retirees avoid unpleasant surprises and keep more of their money working for them in retirement. Here’s what we discuss in today’s show: 📅 Ignoring Upcoming RMDs: Required distributions catch many retirees off guard 🔁 Roth Conversions Done Wrong: Poor timing can create unnecessary taxes ⚠️ Social Security Tax Surprise: Benefits can become taxable depending on income 👨‍👩‍👧 Planning for a Spouse or Heir: Survivor taxes can reshape the financial picture 🏛️ Who Gets the Money?: Without planning, the IRS may get a bigger share 🚀 From Advice to Action: Strategies only work when they’re actually implemented Read The 5 Biggest Tax Mistakes New Retirees Make in the First 5 Years https://www.kiplinger.com/taxes/tax-planning/biggest-tax-mistakes-new-retirees-make-in-first-years Want to set up a meeting with us? Visit us here: http://talkwithjp.com Get more financial education at http://myretirementclarity.com

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