Send us a text

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

Send us a text

Brian Akers and Alex Monk discuss the role of annuities in retirement planning, emphasizing their potential benefits as a protected income source for life. They also discuss the importance of understanding annuities and their associated fees, as well as the need for transparency and financial planning. Alex highlights the tax deferral benefits, investment options, and fees associated with annuities, while Brian raises concerns about relying solely on one investment tool. Both speakers emphasize the need for flexibility in financial planning and provided real-life examples of how annuities can be used to improve one's financial situation.


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

Send us a text

Send us a text

Send us a text

Send us a text

Brian Akers and Paul Franco emphasize the importance of identifying one's financial 'why' to invest effectively. They discuss various strategies for retirement planning and investing, including considering income level and savings, individualized planning and advice, maximizing inheritances, and using Roth IRAs. They also highlight the importance of saving and investing for long-term financial goals, such as emergency funds, retirement, college, and buying a house. Additionally, they discuss the limitations of 401k plans and suggested alternative investment strategies, such as target date funds.

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

Send us a text

Brian Akers and Sam Payne discuss Social Security eligibility, benefits, and planning strategies. Social Security can be claimed at age 62, with full benefits at 67 for those born in 1960 or later. Early claims are reduced, while delayed claims increase by 8% annually until age 70. The primary insurance amount is crucial, based on 30 years of earnings. Spousal benefits can reach 50% of the primary earner's benefit, but are reduced if claimed early. The Social Security Trust Fund is projected to run out by 2034, potentially leading to benefit reductions. Proper planning should include multiple income sources and consider future changes to Social Security.

Send us a text

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.