Brian Akers and Alex Monk discuss retirement planning and the importance of personalized financial advice. They emphasize the need for a comprehensive plan that addresses various financial aspects, including investments, taxes, and estate planning. Both speakers highlight the limitations of relying solely on HR personnel or investment firms for retirement planning, and stressed the importance of having a trusted professional to handle financial matters and ensure that clients' wishes are respected. They also discuss the potential benefits and limitations of annuities as a retirement income option.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
