• Unlock Your Potential During National Financial Planning Month

  • Oct 16 2024
  • Length: 26 mins
  • Podcast

Unlock Your Potential During National Financial Planning Month

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  • Summary

  • 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
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