EPISODE · Jul 25, 2020 · 1H
Mid-Year 2020 - Where Do you Stand?
from Winning in Retirement · host Akers Financial Group
Send us Fan MailDuring the COVID-19 pandemic, retirement planning presents unique challenges and opportunities. Experts emphasize the importance of staying calm, invested, and adaptable, while highlighting changes brought about by the Secure Act and the impact of market volatility on investment strategies. They also discuss the benefits of retirement, including personal freedom and financial security, and provide valuable advice on starting early, creating a personalized financial plan, and working with experienced professionals to achieve retirement goals. Additionally, the importance of regular planning and review sessions is stressed to ensure clients' financial goals align with their changing priorities and needs, including debt management, long-term care planning, and legacy considerations.https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
NOW PLAYING
Mid-Year 2020 - Where Do you Stand?
No transcript for this episode yet
Similar Episodes
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m
Nov 12, 2025 ·35m
Oct 17, 2025 ·40m