Meet with us: http://talkwithjlp.com

📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com

Your annual financial review might be the most important hour of your financial life, but only if it’s done right. In this episode, Lee breaks down what a great review should actually look like and why it should go far beyond just investment performance. The goal isn’t to check a box once a year; it’s to make sure your plan is still aligned with your life.

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

📅 Annual Reviews Matter: One of the most valuable financial meetings you’ll have

💬 It Starts With You: The best reviews begin with what’s on your mind

📊 Beyond Performance: It’s not just about returns and benchmarks

🧾 Full Planning View: Taxes, income, goals, and life changes all matter

🤝 Advisor Value: A good advisor focuses on your life, not just your portfolio

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

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

Meet with us: http://talkwithjlp.com

📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com

There was a surprising retirement announcement tucked inside the State of the Union, one that could impact millions of Americans without access to employer-sponsored plans. In this episode, Lee shares his early reactions to the proposal, which introduces a government-managed retirement account with a potential federal match. He also shares a special announcement about his firm.

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

🏛️ Federal Match Idea: New proposal for $1,000 match

🧾 Plan Details: Government-run retirement account concept

🧠 Behavioral Reality: Free money doesn’t guarantee action

📊 Real Impact: May not move the needle for many

🎓 Next Gen Workshops: Teaching kids real-world money skills

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

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

Meet with us: http://talkwithjlp.com

📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com

Nobody enjoys tax season, but for new retirees, the transition from working income to retirement income can create a whole new set of tax challenges. Lee breaks down several common tax pitfalls that new retirees often face, inspired by a recent financial article and real-world client conversations. Tune in to find out how thoughtful planning can help retirees avoid unpleasant surprises and keep more of their money working for them in retirement.

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

📅 Ignoring Upcoming RMDs: Required distributions catch many retirees off guard

🔁 Roth Conversions Done Wrong: Poor timing can create unnecessary taxes

⚠️ Social Security Tax Surprise: Benefits can become taxable depending on income

👨‍👩‍👧 Planning for a Spouse or Heir: Survivor taxes can reshape the financial picture

🏛️ Who Gets the Money?: Without planning, the IRS may get a bigger share

🚀 From Advice to Action: Strategies only work when they’re actually implemented

Read The 5 Biggest Tax Mistakes New Retirees Make in the First 5 Years

https://www.kiplinger.com/taxes/tax-planning/biggest-tax-mistakes-new-retirees-make-in-first-years

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

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