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Brian Akers and Paul Franco discuss the importance of starting to save early for retirement. They emphasize the need to maximize workplace benefits, such as 401(k) matches and health savings accounts, and to avoid debt. Brian highlights the significance of financial planning, including understanding one's job benefits and creating a budget. They stress the importance of saving first and living off the rest, and the impact of compound interest. Paul advises cutting up credit cards once they are paid off to prevent future overspending. They conclude by urging listeners to take action and plan for their financial future.

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Brian Akers and Jeff Akers, both certified financial planners, discuss strategies for funding children and grandchildren's education through 529 plans. They highlight the benefits of starting early, contributing $19,000 annually per beneficiary, and leveraging state tax deductions, such as Maryland's $2,500 deduction. They explain the flexibility of 529 plans, including using funds for K-12 education, private school, and trade schools, and the option to convert unused funds into Roth IRAs. They also address the importance of financial aid considerations and the potential for using 529 funds to pay off student loans. The discussion emphasizes the need for comprehensive financial planning to ensure educational and retirement goals are met.

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Brian Akers and Alex Monk discuss the emotional aspects of financial planning, including understanding and separating emotions from money, building trust, and guiding clients towards their financial goals. They emphasize the importance of personalized financial planning for retirement, tailored approaches that consider each individual's unique situation, goals, and circumstances, and the need to balance life's enjoyment with saving for the future. Both speakers highlight the benefits of starting early and the anxiety that comes with running out of time, emphasizing the importance of saving money and paying off debt for a comfortable retirement.

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

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Brian and Jeff Akers discuss the importance of financial planning for a smooth retirement transition. They emphasize the need for a personalized plan, steady income stream, tax-free growth, and understanding tax effects on investments. They also stress the importance of starting early, prioritizing saving, and adapting to changing circumstances. Jeff highlights the benefits of using exchange-traded funds (ETFs) and indexes for tax efficiency, while Brian uses gardening theory to explain how to manage an investment portfolio. Throughout the conversation, they emphasize the importance of understanding one's financial situation and making informed decisions to ensure a comfortable retirement.


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

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Brian Akers and Paul Franco discuss retirement planning and financial literacy and how to retire once! They emphasize the importance of personalized planning, understanding an individual's unique financial situation and goals, and managing cash flow effectively. They also discuss the significance of reducing volatility through protected investments and individualized portfolio design in volatile markets. Additionally, they highlight the importance of understanding current pension plans and social security, and saving through workplace plans and other accounts.


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

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