Brian Akers and Alex Monk discuss retirement planning, emphasizing the importance of financial planning, income strategies, and understanding one's financial fingerprint. They highlight common mistakes people make when rolling over retirement plan funds into an IRA, such as having the check made payable to the individual, which can result in taxable income. They also discuss the crucial aspects of retirement planning and healthcare, including creating a tailored protection plan, understanding healthcare options, and utilizing tax-advantaged accounts. Both speakers agree that a financial plan should be tailored to each individual's situation, risk tolerance, and goals, and that diversification can help reduce market volatility.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
