Brian Akers and Alex Monk discuss various aspects of retirement planning, including understanding one's financial situation, seeking professional help, managing financial uncertainty, and tax planning strategies. They emphasize the importance of considering inflation, investing in non-correlated assets, and seeking personalized advice to address retirement planning challenges. They also discuss the benefits of Roth conversions and contributing to a Roth IRA or 401 K. Overall, the speakers highlight the importance of a proactive and personalized approach to retirement planning.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
