• The Believe it, Achieve it Retirement

  • Dec 21 2024
  • Durée: 52 min
  • Podcast

The Believe it, Achieve it Retirement

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    Retirement planning is crucial for financial security, and it's important to start early and understand one's financial situation. Brian Akers and Alex Monk emphasize the need for personalized financial planning, tax optimization, and regular check-ins to ensure clients are on track towards their retirement objectives. They also discuss the importance of imagining oneself retired to help visualize the ideal retirement and make informed financial decisions. Brian and Alex highlight the significance of saving money, understanding investments, and finding a balance between enjoying life now and saving for the future. They also emphasize the importance of actively managing money, building protected and at-risk portfolios, and designing retirement income plans that consider taxes and inflation.


    https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
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