KEEP Winning in Retirement

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian and Jeff discuss retirement planning, emphasizing the importance of contentment, income management, tax planning, and risk management. Brian highlights the need for financial security and finding satisfaction in life, while Jeff stresses the importance of having a well-planned strategy executed by a team of professionals. They also discuss various tax planning strategies, including Roth conversion, and the benefits of diversification and guarantees in managing retirement risks.https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

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This episode is 51 minutes long.

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This episode was published on October 7, 2023.

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