Winning in Retirement

Send us Fan Mail Alex Monk and Brian Akers discuss financial independence, planning, and tax strategies. They emphasize the importance of early planning, prioritizing savings, and understanding one's financial situation to achieve financial stability. They also highlight the role of a financial planning advisor in helping individuals achieve their financial goals and provide advice on how to...

Send us Fan Mail Brian Akers and Alex Monk discuss financial independence and retirement planning. They emphasize the importance of good habits, saving, and paying oneself early to achieve financial freedom. They also highlight the significance of taking an inventory of one's financial situation to create a personalized plan for achieving financial independence. Additionally, they discuss var...

Send us Fan Mail The conversation centers around financial planning and retirement success. Speakers emphasize the importance of understanding recent changes in financial planning laws, creating a budget, saving for the future, and avoiding debt. They also stress the need to prioritize retirement savings, work with a certified financial planner professional, and start early. Additionally, speakers...

Send us Fan Mail The conversation revolves around the importance of adapting financial strategies to accommodate life's changes, such as divorce, sudden death, or job change. The speakers emphasize the need for professional help in retirement planning and highlight the significance of understanding one's unique financial fingerprint to create opportunities for the future and make informe...

Send us Fan Mail Alex Monk and Brian Akers discuss retirement planning, emphasizing the importance of knowing one's number, saving enough, and managing tax debt. They also highlight the need for personalized financial planning, starting early, and being aggressive with investments. A million dollars may not be enough for retirement due to taxes and lifestyle, and a comprehensive financial pla...

Send us Fan Mail The speakers emphasize the importance of individual responsibility in retirement planning, highlighting the need to save money, invest wisely, and make personal sacrifices to ensure a secure financial future. They also discuss common mistakes to avoid, such as relying solely on Social Security and not starting planning early. Additionally, they emphasize the importance of creating...

Send us Fan Mail Brian Akers and Alex Monk discuss investment strategies for navigating uncertain economic times. They emphasize the importance of understanding one's investments, balancing a portfolio, and minimizing risk. They also discuss retirement and college savings, highlighting the need for early planning, comprehensive financial plans, and personalized investment strategies. Addition...

Send us Fan Mail Brian and Jeff discuss the current volatility in the stock market and the benefits of dollar cost averaging for long-term investors. They emphasize the importance of personalized financial planning for retirement, tailoring advice and implementation to each client's unique financial fingerprint. They also discuss the Cares Act and its implications for retirement accounts, as...

Send us Fan Mail Brian 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 las...

Send us Fan Mail Brian and Jeff discuss tax-efficient retirement income strategies, including understanding current tax rates and future tax law changes, planning for taxes in retirement, and utilizing Roth IRAs for tax-free growth. They also discuss potential benefits of considering Roth conversions this year due to low tax rates and a downward market. The conversation highlights the importance o...

Send us Fan Mail Brian Akers and Alex Monk discuss retirement planning, emphasizing the importance of financial planning, income strategies, and understanding one's financial fingerprint. They highlight common mistakes people make when rolling over retirement plan funds into an IRA, such as having the check made payable to the individual, which can result in taxable income. They also discuss...

Send us Fan Mail The speakers discuss the current financial landscape and the importance of well-designed portfolios in mitigating market risks. They emphasize the need for professional financial planning and advice, particularly during times of market volatility. Strategies for protecting and growing retirement income were also discussed, including principal-protected buckets, dividend-paying sto...

Send us Fan Mail Brian and Jeff discuss the financial impacts of the COVID-19 pandemic, including market volatility, unemployment, and changes in regulations. They also discuss retirement income planning strategies, highlighting the importance of financial planning and loan opportunities. The speakers emphasize the need for professional advice in creating a lifetime income plan, particularly durin...

Send us Fan Mail Brian and Jeff Akers discuss financial planning and investment strategies during troubled times, emphasizing the importance of taking a proactive approach. They share insights on coping with financial uncertainty, including assessing one's current financial situation, developing a plan for the future, and considering options for healthcare insurance. They also highlight the s...