Brian Akers and Alex Monk emphasize the importance of personalized retirement planning, tailored to each individual's unique financial situation and goals. They stress the need for a comprehensive approach that involves listening to the client's needs and providing ongoing support, as well as the importance of saving enough for retirement and considering taxes in retirement years. Both speakers agree that lowering bills before retirement is crucial and that a sound financial plan is essential to ensure that retirement lasts a lifetime.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
