Meet with us: http://talkwithjlp.com
📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com
We've all heard the saying there is no such thing as a bad question, but in retirement planning, some questions are definitely better than others. In this episode, Lee explains the five questions smart investors ask and explains how reframing each one leads to better decisions, stronger strategies, and more confident planning. The smartest investors don’t just look for answers. They learn to ask better questions.
Here’s what we discuss in today’s show:
📰 Office News: team update and new advisor announcement
💰 How Much Do I Need? Reframing savings into income needs
🏥 Long-Term Care: exploring all coverage options instead of rolling the dice
💸 Fees vs. Value: understanding what you truly get for the price
🧾 Taxes: shifting the conversation from “this year” to lifetime tax savings
📉 Market Fear: building a portfolio that works in every market—not timing the chaos
Want to set up a meeting with us? Visit us here: http://talkwithjp.com
Get more financial education at http://myretirementclarity.com
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