Portfolio Design

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian Akers and Alex Monk discuss portfolio design for retirement planning on their radio show. They emphasize the importance of starting early, with Alex noting that most people in their 30s don't think about retirement. They stress the need for a comprehensive financial plan, including tax efficiency and risk management. Brian highlights the significance of understanding net worth and the importance of diversifying investments. They also discuss the impact of emotions on investment decisions and the necessity of regular portfolio reviews. The show concludes with a call to action for listeners to schedule a free consultation with AKERS Financial Group.

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Portfolio Design

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This episode is 51 minutes long.

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This episode was published on May 9, 2026.

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