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Company Retirement Plan: Y or N? episode artwork

EPISODE · Feb 19, 2022 · 53 MIN

Company Retirement Plan: Y or N?

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian Akers and Alex Monk discuss retirement planning and the importance of personalized financial advice. They emphasize the need for a comprehensive plan that addresses various financial aspects, including investments, taxes, and estate planning. Both speakers highlight the limitations of relying solely on HR personnel or investment firms for retirement planning, and stressed the importance of having a trusted professional to handle financial matters and ensure that clients' wishes are respected. They also discuss the potential benefits and limitations of annuities as a retirement income option.https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

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Company Retirement Plan: Y or N?

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Frequently Asked Questions

How long is this episode of Winning in Retirement?

This episode is 53 minutes long.

When was this Winning in Retirement episode published?

This episode was published on February 19, 2022.

What is this episode about?

Send us Fan MailBrian Akers and Alex Monk discuss retirement planning and the importance of personalized financial advice. They emphasize the need for a comprehensive plan that addresses various financial aspects, including investments, taxes, and...

Is there a transcript available for this episode?

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

Can I download this Winning in Retirement episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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