Brian and Jeff Akers emphasize the importance of personalized financial planning for retirement success. They stress the need to understand each client's unique financial situation and develop a tailored approach. They also discuss the benefits of fee-based financial planning and the importance of fiduciary relationships in the industry. Additionally, they highlight the need to manage risk in investments to mitigate potential losses and ensure alignment with risk tolerance, especially in a rising interest rate environment.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
