Brian Akers and Alex Monk discuss various investment strategies for retirement, emphasizing the importance of understanding interest rates, financial planning, and taking calculated risks. They highlight the significance of personalized advice based on clients' exact situations and the peace of mind that comes with having a well-planned retirement. They also discuss tax-efficient investing strategies, such as Roth contributions and conversions, and the crucial role of financial advisors in providing valuable insights and adding value above and beyond fees.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
