Meet with us: http://talkwithjlp.com

📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com

Nothing will mess with your financial confidence faster than comparing your savings to your brother, your coworkers, or that guy on YouTube who claims he retired at 35. Your retirement number isn’t a competition. Today, Lee talks about what really matters when you’re trying to figure out if you’re behind on your savings goals…and what to do if you actually are. Everyone’s financial story is different. Once you stop comparing and start planning, you’ll know exactly what steps to take next.

Here’s what we discuss in today’s show:

🔍 Comparison steals joy and creates unnecessary retirement stress

💰 Your retirement number is personal, not a competition

📉 Expenses, not savings, determine how much you truly need

📈 Comparing investment returns is misleading and unhelpful

🛠️ Focus on controllable actions like saving and budgeting

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com

Meet with us: http://talkwithjlp.com

📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com

We've all heard the saying there is no such thing as a bad question, but in retirement planning, some questions are definitely better than others. In this episode, Lee explains the five questions smart investors ask and explains how reframing each one leads to better decisions, stronger strategies, and more confident planning. The smartest investors don’t just look for answers. They learn to ask better questions.

Here’s what we discuss in today’s show:

📰 Office News: team update and new advisor announcement

💰 How Much Do I Need? Reframing savings into income needs

🏥 Long-Term Care: exploring all coverage options instead of rolling the dice

💸 Fees vs. Value: understanding what you truly get for the price

🧾 Taxes: shifting the conversation from “this year” to lifetime tax savings

📉 Market Fear: building a portfolio that works in every market—not timing the chaos

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com

Meet with us: http://talkwithjlp.com

📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com

Considering marriage in your 50s or 60s? While it's a time for new beginnings and happiness, it can also introduce unique financial challenges. In this episode, Lee shares expert insights on navigating retirement planning when two lives- and two sets of finances- come together. Discover how honest conversations today can strengthen your relationship and ensure your legacy for the future.

Here’s what we discuss in today’s show:

💍 Remarriage & Retirement: blending lives without merging finances

💬 Financial Transparency: why honesty builds long-term stability

💵 Cash Flow Planning: aligning income and spending in retirement

📊 Separate Accounts: managing assets while planning together

👨‍👩‍👧 Family Balance: protecting children and shared goals

⚖️ Ground Rules: setting expectations before you tie the knot

Check out our upcoming workshops:

https://jlperkinswealth.com/attend-an-event/