Questions from the Heart

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian and Jeff Akers discuss personalized financial planning and retirement strategies, emphasizing the importance of understanding clients' concerns and using listening skills to provide tailored advice. They highlight the need to have enough money to last a lifetime and address questions on this topic. They also discuss various strategies for ensuring retirement savings last throughout retirees' lifetimes, including understanding expenses, income, and inflation rates. Additionally, they discuss retirement planning and financial security, emphasizing the need to plan for the unexpected, eliminate debt, and build portfolios to beat inflation after tax. Finally, they provide investment strategies for individuals in their 40s, focusing on thehttps://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

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This episode is 59 minutes long.

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This episode was published on May 9, 2020.

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Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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