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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! https://www.akersfinancial.com/contact | 410-692-9870 | Akers Financial Group offers securities through Arkadios Capital, a SIPC and FINRA member firm. Advisory services are provided through Arkadios Wealth. Akers Financial Group and Arkadios do not share any common ownership.
201 Episodes
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Send a text Brian Akers and Nick Molite discuss retirement planning on their radio show. They emphasize the importance of understanding one's financial situation, using tools like E money software, and addressing concerns such as longevity, inflation, taxes, and market volatility. They highlight the significance of having a balanced portfolio, including safe investments like fixed annuities and Treasury bonds, and the need for regular portfolio reviews. They also discuss the impact of inflati...
Send a text Brian Akers and Jeffrey Akers, both Certified Financial Planners, discuss strategies for building wealth and creating a legacy in retirement. They emphasize the importance of planning beyond financial independence, focusing on wealth preservation and tax efficiency. They highlight the significance of determining the purpose of money, whether for family, charity, or other causes. The conversation covers various financial tools like trusts, charitable gift annuities, and donor-advis...
Send us a text Brian AKERS, CFP, and his son Noah AKERS, a financial advisor, discuss the importance of parental financial advice on their radio show. Brian shares how his mother's influence led him to a career in financial planning, emphasizing the value of work ethic and confidence. Noah reflects on his own journey, highlighting the significance of small, consistent actions and the impact of his mother's encouragement. They stress the importance of financial planning, starting with a clear ...
Send us a text Brian Akers and Mark Diorio from Brookstone Capital Management discussed the 2025 market performance and 2026 outlook. In 2025, the S&P 500 rose 16.6%, despite an initial 15% drop. The Federal Reserve's interest rate cuts and a strong earnings season supported the market. Diorio highlighted the importance of diversification, noting that large-cap tech stocks dominated but left opportunities in small and mid-cap stocks. He also emphasized the benefits of high-quality dividen...
Send us a text Brian Akers and his son Noah discuss the concept of a "financial fingerprint," emphasizing the unique nature of each individual's financial situation. They highlight the importance of comprehensive financial planning, which includes identifying all assets and liabilities, educating clients on their financial status, assessing risk tolerance, and intelligently allocating investments. They stress the need for ongoing portfolio evaluations and the significance of having a detailed...
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Send a text Brian Akers and Jeff Akers, co-hosts of the "Winning in Retirement" podcast, discuss strategies for achieving financial independence and planning for retirement. They emphasize the importance of understanding one's "financial fingerprint" and creating a personalized plan. Key points include the necessity of saving, investing wisely, and managing cash flow. They highlight the significance of tax planning, healthcare costs, and debt management. Success stories illustrate how proper ...
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Send us a text Brian Akers and Paul Franco from AKERS Financial Group discuss the importance of starting seriously with financial planning for a fun retirement. They emphasize the need to be proactive in planning, including understanding your financial situation, setting goals, and implementing strategies. They highlight the significance of comprehensive financial planning that includes asset allocation, income planning, estate planning, and tax strategies. The conversation also touches on th...
Send us a text Brian AKERS and Alex Monk, both Certified Financial Planners, discuss strategies to avoid taxes in retirement. They emphasize the importance of proper financial planning to minimize lifetime tax burdens. Key points include avoiding federal income tax by maximizing deductions and Roth conversions, avoiding mistake taxes like excess IRA contributions and estimated tax penalties, and understanding penalty taxes on early withdrawals and inherited IRAs. They also highlight the benef...
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Send us a text Brian Akers and Jeff Akers, Certified Financial Planners, discuss the importance of life insurance in financial planning. They explain different types of life insurance: term, whole, and universal, highlighting their features and costs. They emphasize the need for life insurance to cover debts, replace income, and fund future goals. They also discuss the use of life insurance for long-term care and estate planning, including tax-free inheritance through irrevocable life insuran...
Send us a text Brian Akers and Paul Franco from Akers Financial Group discuss strategies for creating income in retirement. They emphasize the importance of financial independence and planning for unexpected events like job loss. They highlight the need for a balanced approach to retirement income, including guaranteed sources like Social Security, pensions, and annuities. They stress the significance of tax planning, particularly Rothification, to minimize future tax liabilities. The convers...
Send us a text Brian Akers and Jeff Akers discuss the financial challenges of retiring single, highlighting that 45% of people over 65 are single. They emphasize the importance of financial planning, especially after a spouse's death, to manage tax implications and ensure financial stability. Key points include the need for Roth conversions to take advantage of lower tax brackets, the impact of Medicare premiums under IRMAA, and the significance of having a retirement income plan and annuitie...
Send us a text Brian Akers and Jeff Akers, both certified financial planners, discuss strategies for funding children and grandchildren's education through 529 plans. They highlight the benefits of starting early, contributing $19,000 annually per beneficiary, and leveraging state tax deductions, such as Maryland's $2,500 deduction. They explain the flexibility of 529 plans, including using funds for K-12 education, private school, and trade schools, and the option to convert unused funds int...
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Send a text Brian Akers and Paul Franco discuss the importance of starting to save early for retirement. They emphasize the need to maximize workplace benefits, such as 401(k) matches and health savings accounts, and to avoid debt. Brian highlights the significance of financial planning, including understanding one's job benefits and creating a budget. They stress the importance of saving first and living off the rest, and the impact of compound interest. Paul advises cutting up credit cards ...
Send us a text Brian Akers and Paul Franco discuss financial tips for those under 40, emphasizing the importance of early planning. They highlight the role of compound interest, urging listeners to start saving early to achieve financial independence. They stress the need to prioritize savings, avoid consumer debt, and understand expenses. Paul shares a client success story where consistent contributions over 26 years grew to $1.6 million. They also discuss the importance of having insurance,...
Send us a text Brian Akers and attorney Kevin Bress discuss legacy and charitable giving on the "Winning in Retirement" radio show. They emphasize the importance of estate planning, including wills and beneficiary forms, to ensure assets are distributed according to one's wishes. Kevin explains the federal and state estate tax exemptions, noting Maryland's $5 million threshold. They highlight the benefits of charitable giving, such as reducing taxable estates and supporting causes important t...
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