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.
Episodes
Retirement can feel exciting, but it can also bring a long list of financial “what ifs” that are hard to ignore. In this episode, Lee looks at some of the biggest fears pre-retirees face and explains why those concerns are easier to manage when they’re addressed before they become a crisis. The goal isn’t to eliminate every unknown, but to build a plan that gives you more clarity around the risks that could ...
The best tax moves often happen before tax season begins. Lee explains why proactive, year-round planning can help you make more intentional decisions and keep your broader financial picture in view. By the time April arrives, many of the opportunities to change the outcome are already gone. Don’t wait until April to think ahead; the time to start is now.
Here’s what we discuss in today’s show:
❤️ Charitable Givin...
Roth conversions can sound straightforward, but the decision becomes much more complicated once taxes, retirement timing, and your broader financial picture enter the equation. In this episode, Lee explains why there isn’t a universal answer and why the years leading up to retirement can create an important planning opportunity. The real question isn’t simply whether Roth conversions are a good idea, it’s whether ...
Retirement today looks very different from what previous generations experienced, and the old assumptions don’t always hold up anymore. Lee walks through five realities shaping retirement in 2026 and explains why flexibility, purpose, and thoughtful preparation have become increasingly important. If your retirement plan is still built around yesterday’s expectations, it may be time to take another look.
Here’s wha...
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 ...
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...
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 tr...
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 dis...
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...
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 re...
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 a...
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 m...
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&...
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 f...
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 fi...
Meet with us: http://talkwithjlp.com
📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com
In this episode, Lee opens the mailbag to tackle the questions he hears most often in real-life retirement conversations. He addresses the tradeoffs behind major financial choices, the emotions around market ups and downs, and the confusion many feel about key retirement milestones. You’ll hear how he help...
Meet with us: http://talkwithjlp.com
📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com
Everyone has an opinion about money, especially the ones with microphones and book deals. Lee weighs in on some of the most talked-about financial advice circulating today. Some ideas have merit. Others sound better on stage than they work in real life. The key is knowing how to separate entertainment from pract...
Meet with us: http://talkwithjlp.com
📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com
Retirement planning rarely follows a straight line, and today’s listener questions prove it. In this special mailbag episode, Lee tackles real questions that reflect the decisions and uncertainties people face in retirement. Along the way, he addresses common retirement myths and shares his perspective on ...
Meet with us: http://talkwithjlp.com
📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com
There’s no shortage of financial advice out there, and unfortunately, not all of it is good. Some of the most damaging retirement mistakes don’t come from reckless behavior, but from ideas that sound reasonable and get repeated often enough to feel true. Today, we’re busting some of the most co...
Meet with us: http://talkwithjlp.com
📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com
Turning 62 might not feel like a milestone birthday… until you realize the Social Security clock just started ticking. Filing now could put money in your pocket sooner or cost you tens of thousands over a lifetime. How do you pick the right strategy? Let’s break down how to think through one o...
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