Winning in Retirement

Auteur(s): Akers Financial Group
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  • Résumé

  • Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! https://www.akersfinancial.com/contact | 410-692-9870 | Akers Financial Group offers securities through Arkadios Capital, a SIPC and FINRA member firm. Advisory services are provided through Arkadios Wealth. Akers Financial Group and Arkadios do not share any common ownership.

    © 2024 Akers Financial Group
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Finances personnelles Politique Économie
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Épisodes
  • The Believe it, Achieve it Retirement

    The Believe it, Achieve it Retirement
    Dec 21 2024

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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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    52 min
  • Rothification - Never Pay Taxes Again

    Rothification - Never Pay Taxes Again
    Dec 14 2024

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    52 min
  • Should you Lower Portfolio Risk?

    Should you Lower Portfolio Risk?
    Dec 14 2024

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    Brian Akers and Paul Franco discuss the importance of lowering portfolio risk as retirement approaches. They emphasize that as individuals get closer to retirement, they should scale down risk to preserve their money. Paul shares an example of a client who needed to reduce risk due to market performance and upcoming retirement. They explain that younger individuals can tolerate more volatility due to their longer time horizon. They also discuss the concept of target date funds and the benefits of diversification. Paul highlights the importance of regular portfolio reviews and the use of tools like stable value funds and fixed and indexed annuities to balance risk and protection.
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    52 min

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