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Dream it, Plan it, Achieve it!
Manage episode 401043521 series 3468502
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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 proper education on insurance policies and their limitations, as well as having an emergency fund to cover unexpected expenses. Throughout the conversation, they encourage listeners to give them a call to schedule a visit with their team of advisors to begin winning in retirement.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
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