You've Got Mail! (Before Age 65)

from Winning in Retirement · host Akers Financial Group

Send us Fan MailThe show "Winning in Retirement" with Brian Akers and Jeff Akers discusses the financial decisions and changes that occur when turning 65. They emphasize the importance of planning before receiving an influx of mail related to Medicare, Social Security, and other financial matters. Key points include the need for a financial advisor to guide clients through these decisions, the significance of full retirement age (66-67), and the impact of Medicare on Social Security payments. They also highlight the importance of understanding tax benefits, such as the extra standard deduction and pension exclusion in Maryland, and the need to adjust investment strategies to ensure a secure retirement.

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This episode is 52 minutes long.

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This episode was published on August 17, 2024.

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