Winning in Retirement
Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! https://www.akersfinancial.com/contact | 410-692-9870 | Akers Financial Group offers securities through Arkadios Capital, a SIPC and FINRA member firm. Advisory services are provided through Arkadios Wealth. Akers Financial Group and Arkadios do not share any common ownership.
Episodes
226 episodes
Financial Fingerprint & The Akers Way
Brian and Noah Akers explain their personalized “financial fingerprint” approach: organize your complete financial picture, build healthy money habits, and create and regularly review an investment plan tailored to your goals.
Investing: Behind the Curtain
In this episode of Winning in Retirement, Brian Akers and Alex Monk explain how AKERS Financial builds and manages its AFG Select portfolios. They discuss planning-led investing, diversification, tax efficiency, retirement income, and ...
Why You Need Financial Planning
On this episode of Winning in Retirement, Brian Akers and Jeff Akers tackle the question: “Are you retirement ready?” They walk listeners through both the numbers side (financial independence, cash flow, debt-...
6 Smart Social Security Strategies
In this episode of Winning in Retirement, Brian Akers and Sam Payne break down “Six Smart Social Security Strategies” to help retirees and pre-retirees make better claiming decisions. They explain recent changes like...
Portfolio Design
In this episode of Winning in Retirement, Brian Akers and Alex Monk break down smart portfolio design—how to treat all your accounts as one coordinated plan instead of random investments. They dig into why your “w...
Building Your Financial Plan
In this episode of Winning in Retirement, Brian Akers and Jeff Akers explain how to build a personalized financial plan using your unique “financial fingerprint”—your income, accounts, titling, and goals. They show...
Answers to Your Questions
In this episode of Winning in Retirement, Brian Akers and Nick Molite tackle the most common questions people ask when they first meet with a financial advisor: “How are we doing?”, “Where do I start?”,
3 Mistakes in Estate Planning
This episode of Winning in Retirement with Brian Akers and Alex Monk explains how to legally reduce lifetime taxes using Roth IRAs, Roth 401(k)s, and Roth conversions so you can “pay tax now and never again” on that money. You contrast traditio...
What Is Your Tax Bracket?
Brian Akers and Alex Monk discuss strategies for "Never Pay Taxes Again" through Roth IRAs and Roth conversions. They highlight the benefits of Roth IRAs, including tax-free growth and withdrawals, and the flexibility to access contributions at...
Annuities: 2 We Like & 2 We Don't Like
Brian Akers and Jeff Akers, both certified financial planners, discuss the pros and cons of various annuities in their show "Winning in Retirement." They highlight the importance of financial planning and understanding annuity contracts. They l...
One More Year: How to Retire Next
Brian Akers and Alex Monk discuss the concept of "One More Year" in retirement planning, emphasizing the importance of financial preparation. They share a client story about George and Jane Jetson, who needed one more year to finalize their ret...
Core Roth Principles
Brian Akers and Paul Franco discuss the importance of Roth IRAs for retirement planning. They highlight three core principles: eligibility, timing, and qualified withdrawals. Eligibility requires earned income, and contributions are capped at $...
Financial Independence Day
Brian Akers and Alex Monk from Akers Financial Group discuss the concept of financial independence, likening it to the U.S. Independence Day. They emphasize the importance of financial planning to achieve this state, where individuals can retir...
Trump Account for Children
Brian Akers and Samuel Huff discuss the new Trump accounts for children born between January 1, 2025, and December 31, 2028, which offer a $1,000 government contribution. Samuel, who set up the first Trump account at AKERS Financial Group, expl...
Never Pay Tax Again - Rothification
Brian Akers and Alex Monk discuss strategies for minimizing taxes in retirement through Roth IRAs and Roth conversions. They emphasize the benefits of paying taxes now to avoid future tax burdens, highlighting that Roth IRAs offer tax-free grow...
Investing Cash: Case Study
Brian Akers and Nick Molite discuss the importance of investing cash effectively. They emphasize the concept of "cash flow is king" and the need for a balanced approach to managing liquid assets. They introduce a case study about Fred and Wilma...
Choices in Retirement Plans
Brian Akers and his son Noah, both financial advisors at Akers Financial Group, discuss the importance of retirement planning. They emphasize starting early, such as contributing to a 401(k) at age 21, to benefit from compounding. They explain ...
Healthcare - You Are Not Alone
Brian Akers and Jeff Akers, certified financial planners, discuss healthcare options for early retirees. They emphasize the importance of planning healthcare decisions before age 65, when Medicare eligibility begins. Jeff explains that Medicare...
Portfolio Design
Brian Akers and Alex Monk discuss portfolio design for retirement planning on their radio show. They emphasize the importance of starting early, with Alex noting that most people in their 30s don't think about retirement. They stress the need f...
You Need Financial Planning - You Don't Know What You Don't Know
Brian Akers and Paul Franco discuss the importance of financial planning, emphasizing that everyone needs it. They highlight the concept of "you don't know what you don't know" and provide examples like the misconception that taxes will be lowe...
Parental Financial Advice
Brian AKERS, CFP, and his son Noah AKERS, a financial advisor, discuss the importance of parental financial advice on their radio show. Brian shares how his mother's influence led him to a career in financial planning, emphasizing the value of ...