Investing for your ENTIRE Life
Manage episode 361019356 series 3468502
During the conversation, Brian Akers and Alex Monk discuss investing for the long term, managing risk, and developing strategies for retirement and volatile markets. They emphasize the importance of having a comprehensive financial plan, diversification, and a long-term view. They also discuss the Federal Reserve's actions in response to the COVID-19 pandemic and the impact of interest rates on investments. Additionally, they highlight the importance of understanding ESG factors and setting short-term, medium-term, and long-term goals in investment management. Overall, the conversation emphasizes the need for personalized investment portfolios that align with clients' goals and values.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
158 episodes