Winning in Retirement

Written by: Akers Financial Group
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  • Summary

  • 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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Economics Personal Finance Politics & Government
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Episodes
  • Rothification - Never Pay Taxes Again

    Rothification - Never Pay Taxes Again
    Dec 14 2024

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    52 mins
  • 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 mins
  • 6 Tactics to Winterproof Your Portfolio

    6 Tactics to Winterproof Your Portfolio
    Nov 30 2024

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    Brian Akers and Paul Franco discuss retirement planning strategies inspired by nature. They highlight six tactics, including diversifying investments and creating a sustainable income stream, and provide examples from the natural world to emphasize the importance of preparation. They also explore the idea of retirement migration and planning, emphasizing the need to consider taxation, lifestyle preferences, and financial stability when deciding where to live in retirement. Throughout the conversation, they emphasize the importance of adaptation and proactivity in retirement planning.



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

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