Brian and Jeff Akers emphasize the importance of retirement planning and seeking professional help from a fiduciary financial advisor. They discuss the benefits of starting early, the significance of transparency and disclosing commissions upfront, and the importance of understanding clients' complete financial situations to provide personalized advice. They also highlight the differences between a series seven license and CFP certification, and the need for acting in clients' best interests in financial planning.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
