Life Changing Events
Manage episode 384192434 series 3468502
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 financial planner practitioner to create a customized plan that addresses each client's unique situation and goals.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
158 episodes