Send us Fan Mail

Send us Fan Mail

Brian Akers and Alex Monk, both Certified Financial Planners, discuss the importance of a winning financial mindset on their show "Winning in Retirement." They emphasize the consequences of neglecting financial responsibilities, such as not signing up for a 401(k) or not balancing a checkbook. They highlight the value of investing in oneself, whether through education or career advancement, and stress the importance of saving early and consistently. They also discuss the role of financial advisors in guiding clients through financial planning, emphasizing the need for proactive decision-making and careful investment strategies to ensure a secure financial future.

Send us Fan Mail

Brian Akers and Paul Franco from Akers Financial Group discuss strategies for creating income in retirement. They emphasize the importance of financial independence and planning for unexpected events like job loss. They highlight the need for a balanced approach to retirement income, including guaranteed sources like Social Security, pensions, and annuities. They stress the significance of tax planning, particularly Rothification, to minimize future tax liabilities. The conversation also covers the impact of income on Medicare premiums and the importance of a diversified portfolio to ensure longevity of retirement funds.