Mailbag: Swimming Pool Decisions, Market Fears & Social Security
My Retirement Clarity with Lee Perkins
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Show Notes
Meet with us: http://talkwithjlp.com
📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com
In this episode, Lee opens the mailbag to tackle the questions he hears most often in real-life retirement conversations. He addresses the tradeoffs behind major financial choices, the emotions around market ups and downs, and the confusion many feel about key retirement milestones. You’ll hear how he helps people think through these issues so they can move from worry to clarity about their next phase.
Here’s what we discuss in today’s show:
🏊 Swimming Pool Debate: Lifestyle upgrades vs long-term financial impact
📉 Market Drop Fears: What to do when correction anxiety hits
🧓 Social Security Timing: Early vs delayed benefits and what matters most
💼 401(k) Rollover Rules: When you can move money and when you can’t
🏥 Long-Term Care Planning: Insurance options and proactive protection strategies
Want to set up a meeting with us? Visit us here: http://talkwithjp.com
Get more financial education at http://myretirementclarity.com