During the conversation, Brian Akers and Alex Monk discuss investing for the long term, managing risk, and developing strategies for retirement and volatile markets. They emphasize the importance of having a comprehensive financial plan, diversification, and a long-term view. They also discuss the Federal Reserve's actions in response to the COVID-19 pandemic and the impact of interest rates on investments. Additionally, they highlight the importance of understanding ESG factors and setting short-term, medium-term, and long-term goals in investment management. Overall, the conversation emphasizes the need for personalized investment portfolios that align with clients' goals and values.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
