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
220 episodes
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...
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...
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...
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 ...
Income In Retirement
Brian Akers and Paul Franco from Akers Financial Group discuss strategies for creating income in retirement. They emphasize the importance of financial independence and planning for unexpected events like job loss. They highlight the need for a...
A Plan Makes The Complex Simple
Brian Akers and Paul Franco discuss simplifying complex financial issues through comprehensive planning. They emphasize the importance of understanding clients' financial goals and situations to provide tailored advice. Key points include the o...
A Winning Financial Mindset - What if You Don't
Brian Akers and Alex Monk, both Certified Financial Planners, discuss the importance of a winning financial mindset on their show "Winning in Retirement." They emphasize the consequences of neglecting financial responsibilities, such as not sig...
How to Win in Retirement
Brian Akers and Jeff Akers, co-hosts of the "Winning in Retirement" podcast, discuss strategies for achieving financial independence and planning for retirement. They emphasize the importance of understanding one's "financial fingerprint" and c...
What is Your Tax Bracket
Brian Akers and Paul Franco discuss strategies for reducing lifetime tax brackets on their radio podcast. They emphasize the importance of tax planning beyond just seeking the largest refund, as this can lead to higher future taxes. They explai...
4 Taxes To Avoid
Brian AKERS and Alex Monk, both Certified Financial Planners, discuss strategies to avoid taxes in retirement. They emphasize the importance of proper financial planning to minimize lifetime tax burdens. Key points include avoiding federal inco...
Plan AND Implement (Bring Your Plan to Life)
Brian Akers and Alex Monk discuss the importance of planning and implementing financial strategies for retirement. They emphasize the need to bring financial plans to life, not just create them. Brian uses coaching analogies to illustrate the p...