ABOUT THIS PODCAST 🔗
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.
Hosts:
Update frequency:
weekly
Average audio length:
54 minutes
Has sponsors
English
United States
227 episodes
since April 4, 2020
episodic
IN THIS PODCAST 🔗
LATEST EPISODE 🔗
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Brian and Noah Akers explain their personalized “financial fingerprint” approach: organize your complete financial picture, build healthy money habits, and create and regularly review an investment plan tailored to your goals.
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PREVIOUS EPISODES 🔗
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In this episode of Winning in Retirement, Brian Akers and Alex Monk explain how AKERS Financial builds and manages its AFG Select portfolios. They discuss planning-led investing, diversification, tax efficiency, retirement income, and why they favor tailored portfolios over one-siz…
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On this episode of Winning in Retirement, Brian Akers and Jeff Akers tackle the question: “Are you retirement ready?” They walk listeners through both the numbers side (financial independence, cash flow, debt-free living, tax planning, Roth conversions, and pension/Social Security …
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In this episode of Winning in Retirement, Brian Akers and Sam Payne break down “Six Smart Social Security Strategies” to help retirees and pre-retirees make better claiming decisions. They explain recent changes like the Fairness Act eliminating the Windfall Elimination Provision a…
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In this episode of Winning in Retirement, Brian Akers and Alex Monk break down smart portfolio design—how to treat all your accounts as one coordinated plan instead of random investments. They dig into why your “why” matters, how tax brackets, time horizon, and account type should …
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In this episode of Winning in Retirement, Brian Akers and Jeff Akers explain how to build a personalized financial plan using your unique “financial fingerprint”—your income, accounts, titling, and goals. They show how advisors turn scattered statements, pensions, 401(k)s, annuitie…
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In this episode of Winning in Retirement, Brian Akers and Nick Molite tackle the most common questions people ask when they first meet with a financial advisor: “How are we doing?”, “Where do I start?”, “Can I retire?”, and “Where will my retirement income come from?” They walk thr…
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Brian Akers and Alex Monk discuss strategies for "Never Pay Taxes Again" through Roth IRAs and Roth conversions. They highlight the benefits of Roth IRAs, including tax-free growth and withdrawals, and the flexibility to access contributions at any age. They emphasize the…
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Brian Akers and Jeff Akers, both certified financial planners, discuss the pros and cons of various annuities in their show "Winning in Retirement." They highlight the importance of financial planning and understanding annuity contracts. They like fixed annuities for thei…
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