Mid-Year Review

Send us Fan MailBrian Akers and Mark DiOrio discuss the challenges of managing wealth in uncertain times, emphasizing the importance of having a dedicated investment manager and a conservative investment approach to make money last a lifetime. They also share their perspectives on the current market trends and opportunities for retirees, highlighting the significance of having a retirement income plan and understanding where the money is coming from. In the second part of the conversation, they discuss various investment strategies for retirement investors in a challenging macro environment, including diversifying a portfolio to overcome inflation risk over time and thinking differently about retirement years and planning for almost 30-40 years of retirement at an income level that's rising.https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description