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Nervous or Excited? First Meeting

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Manage episode 424608011 series 3468502
Content provided by Akers Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Akers Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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Brian Akers and Alex Monk discuss the emotional aspects of financial planning, including understanding and separating emotions from money, building trust, and guiding clients towards their financial goals. They emphasize the importance of personalized financial planning for retirement, tailored approaches that consider each individual's unique situation, goals, and circumstances, and the need to balance life's enjoyment with saving for the future. Both speakers highlight the benefits of starting early and the anxiety that comes with running out of time, emphasizing the importance of saving money and paying off debt for a comfortable retirement.

https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

  continue reading

152 episodes

Artwork
iconShare
 
Manage episode 424608011 series 3468502
Content provided by Akers Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Akers Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a Text Message.

Brian Akers and Alex Monk discuss the emotional aspects of financial planning, including understanding and separating emotions from money, building trust, and guiding clients towards their financial goals. They emphasize the importance of personalized financial planning for retirement, tailored approaches that consider each individual's unique situation, goals, and circumstances, and the need to balance life's enjoyment with saving for the future. Both speakers highlight the benefits of starting early and the anxiety that comes with running out of time, emphasizing the importance of saving money and paying off debt for a comfortable retirement.

https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

  continue reading

152 episodes

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