Build Wealth and Create a Legacy

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian Akers and Jeffrey Akers, both Certified Financial Planners, discuss strategies for building wealth and creating a legacy in retirement. They emphasize the importance of planning beyond financial independence, focusing on wealth preservation and tax efficiency. They highlight the significance of determining the purpose of money, whether for family, charity, or other causes. The conversation covers various financial tools like trusts, charitable gift annuities, and donor-advised funds to manage and distribute wealth effectively. They stress the need for comprehensive estate planning to minimize taxes and ensure assets are distributed according to one's wishes, ultimately aiming to create a lasting legacy.

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This episode is 51 minutes long.

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This episode was published on January 31, 2026.

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Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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