• 4 Phases of Winning in Retirement

  • Oct 12 2024
  • Length: 52 mins
  • Podcast

4 Phases of Winning in Retirement

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    Brian Akers and Alex Monk discuss the four phases of winning in retirement: preparing to win, being ready to win, keeping the win, and maximizing wealth. They emphasize the importance of starting early, building good financial habits, and understanding taxes and insurance. They highlight the need for proper insurance coverage, especially health and disability insurance, and the importance of saving consistently. They also discuss the challenges of transitioning from work to retirement, managing income sources like Social Security and Medicare, and the role of investment portfolios in sustaining retirement income. A special event on October 18 is announced to provide further training on these topics.
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