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KEEP Winning in Retirement
Manage episode 379304276 series 3468502
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Brian and Jeff discuss retirement planning, emphasizing the importance of contentment, income management, tax planning, and risk management. Brian highlights the need for financial security and finding satisfaction in life, while Jeff stresses the importance of having a well-planned strategy executed by a team of professionals. They also discuss various tax planning strategies, including Roth conversion, and the benefits of diversification and guarantees in managing retirement risks.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
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