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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Send us a text Brian Akers and Paul Franco emphasize the importance of identifying one's financial 'why' to invest effectively. They discuss various strategies for retirement planning and investing, including considering income level and savings, individualized planning and advice, maximizing inheritances, and using Roth IRAs. They also highlight t…
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Send us a text Brian Akers and Sam Payne discuss Social Security eligibility, benefits, and planning strategies. Social Security can be claimed at age 62, with full benefits at 67 for those born in 1960 or later. Early claims are reduced, while delayed claims increase by 8% annually until age 70. The primary insurance amount is crucial, based on 30…
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Send us a text Brian Akers and Alex Monk discuss the four phases of winning in retirement: preparing to win, being ready to win, keeping the win, and maximizing wealth. They emphasize the importance of starting early, building good financial habits, and understanding taxes and insurance. They highlight the need for proper insurance coverage, especi…
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Send us a text Brian Akers, a Certified Financial Planner, hosts a show discussing estate planning with Kevin Bress, an experienced attorney. They cover the basics of estate planning, including the differences between wills and trusts, and the concept of probate. They delve into the complexities of estate and inheritance taxes, particularly in Mary…
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Send us a text https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20descriptionAutor: Akers Financial Group
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Send us a text Brian Akers and Jeff Akers, Certified Financial Planners, discuss inheritance planning on their radio show "Winning in Retirement." They emphasize the importance of proper estate planning, including naming beneficiaries and setting up trusts. They highlight the concept of "estate flow" to outline where money goes upon death. They exp…
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Send us a text Brian Akers and Paul Franco discuss retirement planning strategies for small business owners in Maryland. They emphasize the importance of starting early, saving as much as possible, and understanding tax-free retirement savings options. Brian also highlights the need to evaluate and optimize retirement savings through tax-efficient …
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Send us a text Brian Akers and Paul Franco discuss the importance of lowering portfolio risk as retirement approaches. They emphasize that as individuals get closer to retirement, they should scale down risk to preserve their money. Paul shares an example of a client who needed to reduce risk due to market performance and upcoming retirement. They …
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Send us a text The 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 …
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Send us a text Brian Akers and Alex Monk, along with guest Mark Diorio from Brookstone Capital Management, discuss recent market volatility, attributing it to economic concerns, geopolitical tensions, and a rally in the Japanese yen. They note that the technology sector has been particularly volatile, with a few stocks driving market performance. D…
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Send us a text Brian Akers and Paul Franco discuss the importance of financial planning in retirement. They address common questions such as when to retire, whether one has enough income, tax planning, and investment strategies. They emphasize the need for a comprehensive financial plan tailored to individual circumstances. Akers highlights the sig…
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Send us a text Jeff and Brian Akers discuss charitable giving and retirement planning, emphasizing the importance of prioritizing one's time and money, understanding tax implications, and giving back to the community. They share strategies for maximizing charitable deductions, aligning financial decisions with values, and leveraging retirement acco…
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Send us a text Brian and Jeff discuss tax planning strategies for retirement, including Roth IRA conversions, tax bracket management, and inherited IRAs. They emphasize the importance of understanding tax law to minimize taxes and make retirement savings last longer. They also discuss the benefits of contributing to and converting to Roth IRAs, inc…
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Send us a text Mark DiOrio and Brian Akers discuss the importance of personalized investment approaches tailored to individual clients' unique situations, goals, and risk tolerance. They also touch on current market trends, including the concentration of large cap tech stocks in the S&P 500 index and the potential challenges of inflation. The speak…
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Send us a text The conversation revolves around financial independence and retirement planning. The speakers emphasize the importance of planning, saving, and investing for retirement, and highlighted the role of capitalism in enabling individuals to invest in their future.Autor: Akers Financial Group
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Send us a text Estate planning is crucial for protecting one's legacy and managing family dynamics after death. Ashley Rowe and Brian Akers emphasize the importance of working with an attorney for personalized advice and highlight the dangers of using online platforms like Legal Zoom. They discuss essential aspects of estate planning, including und…
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Send us a text Brian Akers and Alex Monk discuss the emotional aspects of financial planning, including understanding and separating emotions from money, building trust, and guiding clients towards their financial goals. They emphasize the importance of personalized financial planning for retirement, tailored approaches that consider each individua…
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Send us a text Brian and Jeff discuss inheritance and estate planning strategies, emphasizing the importance of considering who will receive inheritance and when, as well as treating the person who left the inheritance with respect. They also discuss proper planning and strategies to avoid common mistakes, including setting up trusts and ensuring t…
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Send us a text Brian and Jeff discuss the potential risks and challenges associated with prepaid college plans, including calculation errors and changes in interest rates. They also discuss the Maryland 529 Plan and prepaid college tuition, highlighting the option to use up to $10,000 from a 529 plan to pay off student loans. The speakers emphasize…
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Send us a text Brian and Jeff discuss retirement planning strategies, emphasizing the importance of making tough decisions, designing personalized plans, and investing wisely. They also discuss the need to plan for unforeseen life events, such as disability or job loss, and the potential impact on retirement income. The speakers highlight the impor…
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The Believe it, Achieve it Retirement
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Send us a text Retirement planning is crucial for financial security, and it's important to start early and understand one's financial situation. Brian Akers and Alex Monk emphasize the need for personalized financial planning, tax optimization, and regular check-ins to ensure clients are on track towards their retirement objectives. They also disc…
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Send us a text Brian Akers and Alex Monk emphasize the importance of financial health, retirement planning, and managing risk in preparation for retirement. They discuss various strategies for maximizing income in retirement, including tax planning, diversifying investments, and utilizing tax-deferred accounts. They also highlight the challenges of…
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Retire Once: Retire and Stay Retired
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Send us a text Brian Akers and Paul Franco discuss retirement planning and financial literacy and how to retire once! They emphasize the importance of personalized planning, understanding an individual's unique financial situation and goals, and managing cash flow effectively. They also discuss the significance of reducing volatility through protec…
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Send us a text Paul Franco and Brian Akers discuss tax planning strategies for various life stages, emphasizing the importance of understanding and managing one's tax bracket to minimize tax payments. They highlight strategies such as filing status, income level, and planning decisions to optimize tax brackets. In the second part of the conversatio…
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Send us a text Brian Akers and Alex Monk discuss tax strategies for retirement, including Roth conversions, tax planning, and understanding means-tested Medicare premiums. They emphasize the importance of considering tax implications and cash flow when making decisions related to retirement planning, and highlight the benefits of doing a Roth conve…
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3 Ways to Increase Your Retirement Income
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Send us a text Brian and Jeff Akers discuss retirement income planning strategies, emphasizing the importance of planning ahead, diversifying income sources, and managing money properly. They highlight the need for a retirement income plan, working with a financial advisor, and budget control to avoid running out of money in retirement. They also d…
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Send us a text Brian Akers and Alex Monk discuss the role of annuities in retirement planning, emphasizing their potential benefits as a protected income source for life. They also discuss the importance of understanding annuities and their associated fees, as well as the need for transparency and financial planning. Alex highlights the tax deferra…
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6 Tactics to Winterproof Your Portfolio
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Send us a text Brian Akers and Paul Franco discuss retirement planning strategies inspired by nature. They highlight six tactics, including diversifying investments and creating a sustainable income stream, and provide examples from the natural world to emphasize the importance of preparation. They also explore the idea of retirement migration and …
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Send us a text Brian and Jeff Akers discuss the importance of financial planning for a smooth retirement transition. They emphasize the need for a personalized plan, steady income stream, tax-free growth, and understanding tax effects on investments. They also stress the importance of starting early, prioritizing saving, and adapting to changing ci…
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Send us a text Brian Akers and Ashley Row discuss the importance of estate planning, including power of attorney and legal documents. They emphasize the need for these documents to ensure wishes are carried out and to avoid probate. Brian and Ashley also highlight the benefits of having a will, including avoiding probate and offering protection for…
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Send us a text Brian and Jeff emphasize the importance of financial planning for retirement dreams, including setting clear goals and having a trusted advisor. They discuss various aspects of retirement planning, such as managing finances, planning for unexpected events, and securing real estate for business owners. They highlight the need for prop…
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Send us a text Brian Akers and Alex Monk discuss tax planning strategies and their implications for refunds and liabilities. They emphasize the importance of understanding tax brackets and deductions, and integrating tax planning with financial planning. They also discuss retirement strategies, including paying taxes now to avoid higher brackets in…
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Send us a text Brian Akers and Paul Franco discuss retirement planning strategies for small business owners in Maryland. They emphasize the importance of starting early, saving as much as possible, and understanding tax-free retirement savings options. Brian also highlights the need to evaluate and optimize retirement savings through tax-efficient …
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Send us a text Investment strategies for retirement success are discussed, with a focus on tailoring investments to individual financial goals and risk tolerance. Financial planning for retirement was also emphasized, including understanding one's own goals, balancing risk, and diversifying investments. Strategies for protecting and growing retirem…
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Send us a text During the conversation, Brian Akers and Mark Diorio discuss the challenges and opportunities of investing during election years, emphasizing the importance of understanding the election's impact on the market and navigating through it with patience and discipline. Mark Deoria joins the conversation to discuss inflation and its impac…
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Send us a text Brian Akers and Paul Franco emphasize the importance of making the first call to a financial advisor, especially for young adults. They stress the need to start saving and planning for retirement early to avoid debt and have a safety net for emergencies. They discuss the importance of financial planning, insurance, and dollar-cost av…
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Send us a text The conversation revolves around estate planning, legal documents, and the challenges of navigating these issues for aging parents. Kevin Brass and Brian Akers discuss why people often put off these tasks, including denial, lack of urgency, and fear of mortality. They also explore the reasons for delaying legal document creation, suc…
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What IS an IRA? Things you don't know...
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Send us a text https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20descriptionAutor: Akers Financial Group
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Send us a text Brian and Jeff discuss the significance of generosity, tithing, and legacy in retirement planning. They emphasize the importance of giving back to the community and understanding where one's money goes, while also highlighting tax benefits of giving in retirement years. They also discuss strategies for maximizing charitable giving an…
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Send us a text Brian and Jeff emphasize the importance of financial planning for unexpected life events, such as birth, death, retirement, disability, and illness. They stress the need for a proper financial plan to mitigate the financial impact and ensure a smoother transition. Both speakers highlight the value of working with a certified financia…
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Send us a text Brian and Jeff Akers provide insights on navigating Medicare, emphasizing the importance of understanding different dates and deadlines, seeking professional advice, and considering drug plans and Part B. They discuss the basics of Medicare, including its four parts, and the availability and limitations of Medicare Advantage plans in…
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Send us a text https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20descriptionAutor: Akers Financial Group
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Send us a text Brian Akers and Sam Payne discuss the importance of optimizing Social Security benefits for retirement, emphasizing the impact of pensions disappearing and the need to consider the best time to start receiving benefits based on individual circumstances and family needs. They also discuss various aspects of Social Security, including …
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Send us a text Brian and Jeff discuss retirement planning, emphasizing the importance of contentment, income management, tax planning, and risk management. Brian highlights the need for financial security and finding satisfaction in life, while Jeff stresses the importance of having a well-planned strategy executed by a team of professionals. They …
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Send us a text Brian 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 be…
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Send us a text Brian Akers and Alex Monk discuss retirement planning strategies, emphasizing the importance of understanding cash flow, income sources, and tax implications. They highlight the need for personalized financial planning, diversifying investments, and paying taxes now to avoid higher taxes in retirement. Brian emphasizes the importance…
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Send us a text Brian Akers and Paul Franco emphasize the importance of starting early and having a mindset shift towards financial planning to ensure financial security in retirement. They highlight the need to understand one's financial fingerprint, pay oneself first, build multiple buckets for different phases of life, and create a foundational a…
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Send us a text Brian and Jeff discuss strategies for minimizing future taxes through retirement planning and Roth IRA conversions. Jeff emphasizes the importance of understanding how to use Roth IRAs effectively in a financial plan, while Brian highlights the potential benefits of paying taxes now rather than later. They also discuss filling up tax…
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Send us a text Brian Akers and Alex Monk emphasize the importance of financial planning, particularly in retirement, and stressed the need for strategic thinking and informed decision-making. They highlight the difference between playing checkers and chess, and the importance of starting early to achieve better financial outcomes. They also discuss…
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Send us a text Brian Akers and Mark Diorio discuss the current state of the market, including the impact of interest rate hikes and the performance of big cap tech stocks. They emphasize the importance of considering concentration risk and potential surprises in the market. Later, they discuss investment strategies for retirement planning, includin…
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