Brian and Jeff Akers discuss the importance of planning and understanding the Social Security application process to make informed decisions about retirement income. They emphasize the need to start retirement planning early, maximize Social Security benefits by understanding the calculation process, and consider taxes when planning for Social Security. The conversation highlights the importance of individualized financial planning to determine the best time to draw Social Security benefits and the need to consider taxability and irreversibility of decisions. The Akers emphasize their role as trusted advisors in guiding clients through this complex process.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
