Winning in Retirement

Hosted by Akers Financial Group

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Episodes

212

Latest episode

Jun 2026

Language

EN-US

About the show

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.

Listen to episodes

60 recent

June 13, 202651 min

Investing Cash: Case Study

Send us Fan MailBrian Akers and Nick Molite discuss the importance of investing cash effectively. They emphasize the concept of "cash flow is king" and the need for a balanced approach to managing liquid assets. They introduce a case study about Fred and Wilma, a couple nearing retirement with significant savings but no stock market exposure. Nick explains the rule of 72, highlighting the time it takes for money to double at different rates of return. They also discuss the benefits of diversified portfolios, tax efficiency, and the role of financial advisors in guiding clients through investment decisions. The conversation underscores the importance of having a clear financial plan and understanding the purpose of money.

June 6, 202651 min

Choices in Retirement Plans

Send us Fan MailBrian Akers and his son Noah, both financial advisors at Akers Financial Group, discuss the importance of retirement planning. They emphasize starting early, such as contributing to a 401(k) at age 21, to benefit from compounding. They explain the differences between pre-tax and Roth contributions, noting that Roth is better for younger individuals due to its tax-free growth. They also discuss the significance of maximizing employer matches and the potential to contribute to multiple plans. Additionally, they highlight the importance of understanding withdrawal rules, such as the age 59.5 penalty and the age 55 rule for certain plans.

May 30, 202651 min

Are You Retirement Ready?

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May 23, 202651 min

Healthcare - You Are Not Alone

Send us Fan MailBrian Akers and Jeff Akers, certified financial planners, discuss healthcare options for early retirees. They emphasize the importance of planning healthcare decisions before age 65, when Medicare eligibility begins. Jeff explains that Medicare is primary coverage for those working at small companies, while large companies' health insurance remains primary. They detail options like COBRA, which can cost up to 102% of the premium, and the Maryland Health Connection for individual market plans, which range from $100 to $500 per month. They also highlight the need for dental and vision insurance and the importance of financial planning to manage healthcare costs effectively.

May 16, 202651 min

You Need Financial Planning - You Don't Know What You Don't Know

Send us Fan MailBrian Akers and Paul Franco discuss the importance of financial planning, emphasizing that everyone needs it. They highlight the concept of "you don't know what you don't know" and provide examples like the misconception that taxes will be lower in retirement. They stress the significance of a personalized financial plan, termed a "financial fingerprint," which tailors strategies to individual goals and circumstances. They also address common financial pitfalls, such as the impact of unexpected healthcare costs and the importance of early planning to maximize compounding. The discussion underscores the need for proactive financial advice to ensure a secure retirement.

May 9, 202651 min

Portfolio Design

Send us Fan MailBrian Akers and Alex Monk discuss portfolio design for retirement planning on their radio show. They emphasize the importance of starting early, with Alex noting that most people in their 30s don't think about retirement. They stress the need for a comprehensive financial plan, including tax efficiency and risk management. Brian highlights the significance of understanding net worth and the importance of diversifying investments. They also discuss the impact of emotions on investment decisions and the necessity of regular portfolio reviews. The show concludes with a call to action for listeners to schedule a free consultation with AKERS Financial Group.

May 2, 202651 min

Parental Financial Advice

Send us Fan MailBrian 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 understanding of one's financial situation (financial fingerprint), and the role of financial advisors in guiding clients towards their goals. The show aims to honor Brian's mother on her 80th birthday and encourages listeners to start planning for their retirement.

April 25, 202651 min

Income In Retirement

Send us Fan MailBrian 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 conversation also covers the impact of income on Medicare premiums and the importance of a diversified portfolio to ensure longevity of retirement funds.

April 18, 202651 min

A Plan Makes The Complex Simple

Send us Fan MailBrian Akers and Paul Franco discuss simplifying complex financial issues through comprehensive planning. They emphasize the importance of understanding clients' financial goals and situations to provide tailored advice. Key points include the overwhelming nature of financial management, the necessity of tax and estate planning, and the benefits of having a financial plan. They highlight the importance of beneficiary updates and proper estate documentation. The show aims to educate listeners on making informed financial decisions and the value of professional financial guidance in achieving retirement goals.

April 11, 202651 min

A Winning Financial Mindset - What if You Don't

Send us Fan MailBrian Akers and Alex Monk, both Certified Financial Planners, discuss the importance of a winning financial mindset on their show "Winning in Retirement." They emphasize the consequences of neglecting financial responsibilities, such as not signing up for a 401(k) or not balancing a checkbook. They highlight the value of investing in oneself, whether through education or career advancement, and stress the importance of saving early and consistently. They also discuss the role of financial advisors in guiding clients through financial planning, emphasizing the need for proactive decision-making and careful investment strategies to ensure a secure financial future.