Retirement today looks very different from what previous generations experienced, and the old assumptions don’t always hold up anymore. Lee walks through five realities shaping retirement in 2026 and explains why flexibility, purpose, and thoughtful preparation have become increasingly important. If your retirement plan is still built around yesterday’s expectations, it may be time to take another look.

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

⏳ Living Longer: Why retirement may need to last decades

🎯 Active Retirement: Planning for purpose and experiences

💼 Phased Retirement: Why more people are easing out of work

🕰️ Work Flexibility: Trading career stress for greater freedom

⚖️ Life Balance: Enjoy today while preparing for tomorrow

🏥 Long-Term Care: Planning for a potentially significant expense

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

What should you do when extra money, competing priorities, or a major life transition creates a financial decision you weren’t expecting? In this mailbag episode, Lee answers listener questions covering several common situations that can affect families before and during retirement. The right answer often depends on much more than a single account or financial rule. Looking at each decision within the context of the bigger plan can help prevent an easy choice today from becoming a regret later.

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

🏢 New Office: Lee shares an update on the new office and media room

🎓 Family Inheritance: Extra gifts can support college, retirement savings, or other family goals

💳 Managing Debt: Debt can be useful when the cost and overall strategy make sense

💵 Extra Cash: Bonuses can strengthen savings, investments, and future flexibility

🔄 401(k) Rollovers: Convenience isn’t always the best reason to combine retirement accounts

🎓 College vs. Retirement: Parents should be careful about sacrificing their own retirement

🏠 Downsizing: A smaller house doesn’t automatically mean a cheaper or better retirement option

Meet with us: http://talkwithjlp.com

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

We have an exciting episode for you today! Lee sits down with Brian Roper to share the vision behind J.L. Perkins Wealth Management’s new space and how it will reshape the client experience. From expanded educational opportunities to creating more ways for clients to connect, the team is building with the future in mind. They also discuss upcoming workshops, thoughtful growth, and why financial planning should ultimately help people make the most of their next phase.

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

🏢 The vision behind the new office and what the expanded space makes possible 🎓 More opportunities for financial education through the new Summit Center 💰 Helping the next generation build stronger money habits earlier in life 🤝 Creating deeper client connections through education, events, and community 📈 Preparing for intentional growth while maintaining a comprehensive approach to planning

Meet with us: http://talkwithjlp.com

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