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Brian Akers and Paul Franco discuss the importance of lowering portfolio risk as retirement approaches. They emphasize that as individuals get closer to retirement, they should scale down risk to preserve their money. Paul shares an example of a client who needed to reduce risk due to market performance and upcoming retirement. They explain that younger individuals can tolerate more volatility due to their longer time horizon. They also discuss the concept of target date funds and the benefits of diversification. Paul highlights the importance of regular portfolio reviews and the use of tools like stable value funds and fixed and indexed annuities to balance risk and protection.

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Brian Akers and Paul Franco discuss retirement planning strategies inspired by nature. They highlight six tactics, including diversifying investments and creating a sustainable income stream, and provide examples from the natural world to emphasize the importance of preparation. They also explore the idea of retirement migration and planning, emphasizing the need to consider taxation, lifestyle preferences, and financial stability when deciding where to live in retirement. Throughout the conversation, they emphasize the importance of adaptation and proactivity in retirement planning.

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

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Brian Akers and Alex Monk discuss the role of annuities in retirement planning, emphasizing their potential benefits as a protected income source for life. They also discuss the importance of understanding annuities and their associated fees, as well as the need for transparency and financial planning. Alex highlights the tax deferral benefits, investment options, and fees associated with annuities, while Brian raises concerns about relying solely on one investment tool. Both speakers emphasize the need for flexibility in financial planning and provided real-life examples of how annuities can be used to improve one's financial situation.


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

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Brian Akers and Paul Franco emphasize the importance of identifying one's financial 'why' to invest effectively. They discuss various strategies for retirement planning and investing, including considering income level and savings, individualized planning and advice, maximizing inheritances, and using Roth IRAs. They also highlight the importance of saving and investing for long-term financial goals, such as emergency funds, retirement, college, and buying a house. Additionally, they discuss the limitations of 401k plans and suggested alternative investment strategies, such as target date funds.

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