EPISODE · Apr 25, 2026 · 51 MIN
Income In Retirement
from Winning in Retirement · host Akers Financial Group
Send us Fan MailBrian Akers and Paul Franco from Akers Financial Group discuss strategies for creating income in retirement. They emphasize the importance of financial independence and planning for unexpected events like job loss. They highlight the need for a balanced approach to retirement income, including guaranteed sources like Social Security, pensions, and annuities. They stress the significance of tax planning, particularly Rothification, to minimize future tax liabilities. The conversation also covers the impact of income on Medicare premiums and the importance of a diversified portfolio to ensure longevity of retirement funds.
What this episode covers
Send us Fan Mail Brian Akers and Paul Franco from Akers Financial Group discuss strategies for creating income in retirement. They emphasize the importance of financial independence and planning for unexpected events like job loss. They highlight the need for a balanced approach to retirement income, including guaranteed sources like Social Security, pensions, and annuities. They stress the significance of tax planning, particularly Rothification, to minimize future tax liabilities. The conve...
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Income In Retirement
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