The Surprise Proof Retirement

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian and Jeff discuss the importance of planning for unexpected events in retirement, such as the sudden death of a spouse or child, and how to handle unexpected events in retirement planning. Jeff emphasizes the need for proper insurance coverage, emergency funds, and legal documentation, while Brian highlights the importance of being emotionally prepared for unexpected events. They also discuss the importance of balancing short, medium, and long-term financial goals and emphasize the need for a well-diversified portfolio to protect one's assets in case of market changes. Both speakers stress the importance of starting to plan early and seeking professional help in handling emotions and market changes.https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

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This episode is 51 minutes long.

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This episode was published on September 30, 2023.

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