Skip to content

JL Perkins Wealth ManagementPodcast


 

Listen to retirement tips in your headphones!

special

Subscribe On Your Favorite App

Listen To The Show

Macon Money Podcast
Macon Money Podcast
Financial and retirement planning with Lee Perkins of JL Perkins Wealth Management in the Macon, Georgia area.
Ep #5: It’s Good To Have Awkward Conversations In Financial Planning
by Lee Perkins

Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing you to address these kinds of topics.

Important Links:

Website:https://jlperkinswealth.com/podcast/

Call:478-254-3550

Episode Show Notes

Ep #5: It’s Good To Have Awkward Conversations In Financial Planning

November 7, 2019

Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing you to address these kinds of topics.

Ep #4: Why The Final Years Before Retirement Are So Important

October 17, 2019

The last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10-year period.

Ep #3: Even Responsible Savers Make Mistakes

October 3, 2019

Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make…

Ep #2: 3rd & 4th Quarther Planning To-Do List

September 19, 2019

As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree, or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the right things? Listen to today’s podcast to find out.

Ep #1: Why You Should Plan For Retirement With A Sense Of Urgency

September 5, 2019

Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency…

Ep #0: Getting To Know Lee Perkins

September 5, 2019

On this inaugural episode of The Macon Money Podcast, we’ll get a behind-the-scenes look at your host, Lee Perkins. We’ll find out about his personal and professional background, how he initially got involved in the financial industry, and why he decided to start this podcast in the first place.

as-featured-on4

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 478-254-3550

Call Now Button