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Innhold levert av Lee Perkins. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lee Perkins eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Unlock Your Potential During National Financial Planning Month

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Manage episode 445412672 series 2536305
Innhold levert av Lee Perkins. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lee Perkins eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

  continue reading

158 episoder

Artwork
iconDel
 
Manage episode 445412672 series 2536305
Innhold levert av Lee Perkins. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lee Perkins eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

  continue reading

158 episoder

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