The conversation centers around financial planning and retirement success. Speakers emphasize the importance of understanding recent changes in financial planning laws, creating a budget, saving for the future, and avoiding debt. They also stress the need to prioritize retirement savings, work with a certified financial planner professional, and start early. Additionally, speakers highlight the benefits of technology in facilitating communication and information sharing with clients, and the importance of having an emergency fund to avoid going into debt due to unforeseen circumstances. Overall, the speakers emphasize the importance of personalized financial planning and good habits for a successful retirement.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description