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
207 episodes
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...
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51:49
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...
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52:10
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...
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51:53
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...
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51:41
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...
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51:47
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...
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51:38
Retirement Conversation
Brian Akers and Nick Molite discuss retirement planning on their radio show. They emphasize the importance of understanding one's financial situation, using tools like E money software, and addressing concerns such as longevity, inflation, taxe...
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51:27
Build Wealth and Create a Legacy
Brian Akers and Jeffrey Akers, both Certified Financial Planners, discuss strategies for building wealth and creating a legacy in retirement. They emphasize the importance of planning beyond financial independence, focusing on wealth preservati...
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51:38
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 ...
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51:39
Market Update - With Mark DiOrio
Brian Akers and Mark Diorio from Brookstone Capital Management discussed the 2025 market performance and 2026 outlook. In 2025, the S&P 500 rose 16.6%, despite an initial 15% drop. The Federal Reserve's interest rate cuts and a strong earni...
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51:16
Financial Fingerprint & The Akers Way
Brian Akers and his son Noah discuss the concept of a "financial fingerprint," emphasizing the unique nature of each individual's financial situation. They highlight the importance of comprehensive financial planning, which includes identifying...
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51:42
What Does Winning in Retirement Look Like?
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...
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51:49
Starting Seriously for a Fun Retirement
Brian Akers and Paul Franco from AKERS Financial Group discuss the importance of starting seriously with financial planning for a fun retirement. They emphasize the need to be proactive in planning, including understanding your financial situat...
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51:42
Do You Need Life Insurance?
Brian Akers and Jeff Akers, Certified Financial Planners, discuss the importance of life insurance in financial planning. They explain different types of life insurance: term, whole, and universal, highlighting their features and costs. They em...
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51:46
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...
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51:41
Retiring Single
Brian Akers and Jeff Akers discuss the financial challenges of retiring single, highlighting that 45% of people over 65 are single. They emphasize the importance of financial planning, especially after a spouse's death, to manage tax implicatio...
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51:54
Children and Grandchildren: Legacy
Brian Akers and Jeff Akers, both certified financial planners, discuss strategies for funding children and grandchildren's education through 529 plans. They highlight the benefits of starting early, contributing $19,000 annually per beneficiary...
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51:47