Stress Less Retirement: Recent Episodes
John Perry
Join John Perry for discussion of some of your most common and pressing retirement planning questions... Helping you STRESS LESS on your journey to and through retirement.
John breaks down why someone might wait several months to claim their lottery winnings and explains how estate planning can help you save heartache later down the line.
Reach out to John Perry for your complimentary Retirement Journey Checkup by calling 843-604-3390 or online at perrysretirement.com
John explains the 5 retirement risks that people don't pay enough attention to and explains how to handle them.
Reach out to John Perry for your complimentary Retirement Journey Checkup by calling 843-604-3390 or online at perrysretirement.com
Serena Williams is calling it a career at 40 years old, but she prefers the term 'evolution' over retirement. John breaks down what we can learn from her experience as we look down the line at retirement.
Reach out to John Perry for your complimentary Retirement Journey Checkup by calling 843-604-3390 or online at perrysretirement.com
Apparently, a lot of retirees are looking for love in the wrong places. How does working with a financial advisor help protect against scammers? Plus, the more income you make - the more you could be penalized in retirement. John breaks down some steps you can take to implement a tax strategy.
Reach out to John Perry for your complimentary Retirement Journey Checkup by calling 843-604-3390 or online at perrysretirement.com
With interest rates rising, are we in a recession? John gives his two cents on this matter and how to prepare if we are. With all the media and financial chatter online, how can we tune out all this noise and not worry? Having to pay taxes in retirement, how can we prepare for this before we retire? And is an insurance policy a good strategy for Long Term Care. Find out more now.
On this episode John talks about this Bear Market and how it's has people worried about the future. So, stop trying to control the market. Have a plan. Also, what you need to seriously think about when planning your estate. When is the right time to take your Social Security? Don't know? John walks you through when is the best time and how to maximize it. And when you retire, you've saved and can you actually make money while retired? John will explain how this is possible.
On this episode, John delves into the death of actor Chadwick Boseman and the fact he didn't have a will and what issues that caused his family. What are IBonds and how they can benefit you with high interest rates. Rock Sammy Hagar talks about having an extra income with his alcohol brands and John talks about how he creates plans for his clients. And what is your magic number for retirement? How much will you need? John explains how he can develop a plan for you.
The Stock Market is making people nervous in this Bear Market. And they're also worrying about a Market Correction. John explains what these terms mean and how to navigate this current market. Inflation is also a big worry. How are you factoring this into your portfolio? The biggest fear of retirees is running out of money. Learn about John's Retirement Journey Checkup and how this will ease your fears. And finally, what does a golf caddy do and how a financial advisor is a type of caddy that guides you through your retirement.
With this Bear Market happening, now is a good time to get a second set of eyes on your portfolio. Why? Because you may be losing money. Also, John says you should "Work smarter, not harder." This applies to your retirement account and the different forms of money in it. Tim Allen sounds off on money in retirement and how money should be made while in retirement. And finally, will you lose money with your Social Security by taking it too early? What is the right time to do so. Find out what John thinks.
With the economy starting to bottom out, how far will it go down? If you're in retirement you need to protect your money. But how? John will explain. You can have more losses with your money, but the market is not the only way. How can you thwart this? Former Vice President Mike Pence makes an appearance on the show and talks about Social Security and how it may go away. And finally what advice do you need if you're offered an early buyout from your company.
With Interest rate hikes happening, how do you de-risk your portfolio? Is an annuity the right place to start? John explains how he helps his clients weather the storm of the down market. Also pop star Justin Timberlake just sold his catalogue for $100 million. He says it's for freedom to do what he wants. How is this like your retirement? And hear what Warren Buffets thinks about Cryptocurrency.
Does your 401k now feel like a 301k with all the volatility? You're not alone. John explains what moves you should be making right now. Women live longer than men, but are they as involved in their retirement plans as they should be? Find out here. Also, what is the impact of a sound Estate Plan? Listen to how John handles this with his clients. And finally, what is the "Underwear Index?" Sounds funny, but it may not be too far off.
With the interest rates rising, will you have enough to retire? An annuity may help. John explains the good ones and the bad ones and help you figure out which one is good for you. How is inflation affecting your pet? Seriously. And can this predict a recession. With people living longer these days, what's a good strategy to keep you from running out of money. What about your 401k? Are you doing it right?
On this episode John talks about NBA superstar Shaquille O'Neal and how he makes more in retirement, than he did while he was a player. Well, he has multiple sources of income. But for those of us who are not him, how do we achieve multiple sources of income? Also, how a written plan will help you to be able to afford to retire. How long should you be putting off Social Security? Or should it be in your plan at all? And do you know what you're paying in fees in your 401k? Find out more here.
On this episode, John talk of his experience with interviewing Bill Murray and his Brothers. Also, does the 4 percent rule still hold up now? John will explain. When your "Check Engine Light" go on in your car, usually panic sets in and the cost may increase that panic. But what about your retirement? Does it need a "Check Engine Light?" And finally, what will your quality of life be when you're retired? Find out more on this episode.
What's a good gift for mom? How about an annuity. Yeah, that's right. Also on this episode, how much money will make you happy in retirement? Find out what that number is. And are CD's becoming more attractive now that interest rates are goin up? John gives his two cents and also discusses some retirement bucket list items and how to achieve them.
On this episode, John had a chance to sit down with the famous Murray Brothers, including Bill and Brian Doyle, in Jacksonville, Florida. They chat about golf and what life advice they offer, in a funny way.