Brian and Jeff discuss retirement planning and investment strategies, emphasizing the importance of understanding one's financial situation, creating a plan, and diversifying a portfolio. They also discuss tax planning strategies, including the benefits of Roth IRAs and life insurance policies. Brian highlights the need to stay calm and not make emotional decisions, while Jeff emphasizes the potential benefits of investing during a pandemic. Both speakers stress the importance of starting early and often to ensure financial stability in retirement.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
