EPISODE · Oct 17, 2020 · 59 MIN

The "IT" Show

from Winning in Retirement · host Brian Akers, CFP® & Jeff Akers, CFP®

Send us Fan MailBrian and Jeff Akers discuss financial planning and budgeting, emphasizing the importance of careful planning, attention to detail, and professional guidance to minimize tax consequences and maximize financial well-being. They cover various strategies for effective financial planning, including reviewing and understanding expenses, tracking every penny, and making informed decisions about employee benefits. They also highlight the importance of updating beneficiary designations to ensure accurate distribution of retirement funds after death. Throughout the conversation, they share personal anecdotes and practical advice to help listeners make informed financial decisions.https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

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