When it comes to retirement planning, it’s critical that you and your spouse are on the same page. That doesn’t necessarily mean that you’ll agree on every little detail, but it does mean that compromise and honest conversations are a big part of navigating the process together.

Join Lee as he dives into why aligning with your spouse is so important, where disagreements tend to arise, and the key topics you should be discussing. Plus, he’ll share how financial advisors can help couples find financial common ground.

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

• Getting on the same page financially with your spouse
• What Lee often sees the first time he meets with a couple
• The most important things to discuss with your spouse when it comes to retirement
• What areas cause the most disagreement
• How Lee helps folks find a financial common ground

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

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

Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your retirement planning!

What would the Magic 8 Ball have to say about these common retirement questions if it had the wisdom of a financial advisor?

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

• Is a million dollars enough to retire?
• Can I rely on Social Security for retirement?
• Should I be reviewing my retirement plan annually?
• Will my retirement plan be affected by future changes in tax laws?
• Should I focus on paying off debt before increasing my retirement contributions?

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

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

National Financial Planning Month is here! In this episode, we’ll do a little bit of celebrating as we look at what financial planning truly means, as well as what drew Lee into the field!

We’ll break down what it means to be a fiduciary, how JL Perkins is different from other wealth advisory firms, and what the standard process looks like with us. Lee also shares a key tip to help you avoid starting your financial plan on the wrong foot, along with insights into the work he did before becoming a financial planner.

You don’t want to miss what we have coming today, so pull up a chair and listen in!

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

• How Lee got into financial planning, and what he was doing before he started
• How Lee defines financial planning
• What you should have ready when you meet with an advisor for the first time
• What’s different about JL Perkins?
• Not relying on the internet for your retirement advice

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

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