Brian and Jeff emphasize the importance of financial planning for unexpected life events, such as birth, death, retirement, disability, and illness. They stress the need for a proper financial plan to mitigate the financial impact and ensure a smoother transition. Both speakers highlight the value of working with a certified financial planner practitioner to create a customized plan that addresses each client's unique situation and goals.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
