Macon Money Podcast

Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more! Important Links: Forbes Article: https://bit.ly/3APzSPv Website: myretirementclarity.com/podcast/ Call: 478-254-3550

Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway. Important Links: Forbes Article: https://bit.ly/3APzSPv Website: myretirementclarity.com/podcast/ Call: 478-254-3550

If retirement is on your mind, then listen up to today’s show for a 5-part checklist that’ll help measure if you’re in good financial health and setting yourself up for retirement success. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

Maybe you’re close to retirement and think you don’t have nearly enough money saved. But let’s talk about some reasons that the news might not be as bad as you think. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

To successfully complete a jigsaw puzzle, there are some strategies that you’ll want to keep in mind. And many of those same strategies apply to retirement planning… Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

Before you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you need to dream about. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

Proverbs 16:18 says “Pride goes before destruction, a haughty spirit before a fall.” Let’s talk about some of the ways that pride might manifest itself in your financial planning in the form of overconfidence. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

We dedicate this show to answering some listener questions that have come in. We will discuss RMD rules, how much investing knowledge you need, and contributing money to a Roth IRA. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

One of the largest employers in the Macon area is GEICO. Over the years, Lee has sat down with many employees of this company and helped them plan for retirement. There have been many common traits among this demographic of people, so Lee wanted to put the most common problems he has seen in his new book "Leaving The Lizard." Important Links: Get The Book: https://nw905joa.pages.infusionsoft.net/ Website: myretirementclarity.com/podcast/ Call: 478-254-3550

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

Some people in the financial world speak in code. It’s important for you to learn how to crack that code. Let’s look at a few examples of what you’ll hear someone say, but breakdown what they really meant. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

If you had a million dollars, how long would it last you in retirement? How drastically does that longevity change if you move to a bigger/smaller city? We’ll take a look at some stats from various areas across the country to show how difficult it is to make your money last in some areas, and how easy it might be in others. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it on today's show. Important Links: Website: myretirementclarity.com/podcast/ Call: 478-254-3550