Winning in Retirement

Nov 30 2024 165 ep. 54 mins 7
Winning in Retirement Podcast artwork

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! https://www.akersfinancial.com/contact | 410-692-9870 | Akers Financial Group offers securities through Arkadios Capital, a SIPC and FINRA member firm. Advisory services are provided through Arkadios Wealth. Akers Financial Group and Arkadios do not share any common ownership. 

  Business  Education  News
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


6 Tactics to Winterproof Your Portfolio

Nov 30 2024 51 mins  
Send us a textBrian 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 planning, emphasizing the need to c

Annuities: A 4-Letter Word?

Nov 23 2024 51 mins  
Send us a textBrian 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 deferral benefits, investment options, and

Tips for Those Under 40

Nov 16 2024 51 mins  
Send us a text

Election and Medicare Season

Nov 09 2024 51 mins  
Send us a text

Active Money Management

Nov 02 2024 51 mins  
Send us a text

The 4 Principles of Investing

Oct 26 2024 51 mins  
Send us a textBrian 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 the importance of saving and investi

You and Social Security

Oct 19 2024 51 mins  
Send us a textBrian 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 years of earnings. Spousal benefit

4 Phases of Winning in Retirement

Oct 12 2024 51 mins  
Send us a textBrian 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, especially health and disability insuranc

Estate Planning and much more!

Oct 05 2024 51 mins  
Send us a textBrian 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 Maryland, where the estate tax exemptio

Do You Need Life Insurance?

Sep 14 2024 51 mins  
Send us a texthttps://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description