Brian Akers and Alex Monk emphasize the importance of financial planning in retirement, highlighting the need to identify goals, manage assets, and designate beneficiaries. They stress the importance of early planning to avoid last-minute rush and provided valuable insights on how to create and execute a comprehensive financial plan. They also discuss the challenges of asking tough questions in financial planning, emphasizing the need to consider all aspects of a client's financial situation. Overall, the speakers emphasize the importance of a thorough financial plan tailored to an individual's unique financial situation and goals, and the need for ongoing communication and monitoring to ensure that clients' financial goals are being met.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
