Episodes
227
Latest episode
Oct 2026
Language
EN-US
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.
Send us Fan Mail In this episode of Winning in Retirement Brian and Jeff Akers discuss ways parents and grandparents can help fund children’s and grandchildren’s education. They cover 529 plans, Maryland-specific benefits, options for unused funds, and other legacy-planning strategies.
Send us Fan Mail Brian and Noah Akers explain their personalized “financial fingerprint” approach: organize your complete financial picture, build healthy money habits, and create and regularly review an investment plan tailored to your goals.
Send us Fan Mail In this episode of Winning in Retirement , Brian Akers and Alex Monk explain how AKERS Financial builds and manages its AFG Select portfolios. They discuss planning-led investing, diversification, tax efficiency, retirement income, and why they favor tailored portfolios over one-size-fits-all strategies.
Send us Fan Mail On this episode of Winning in Retirement , Brian Akers and Jeff Akers tackle the question: “Are you retirement ready?” They walk listeners through both the numbers side (financial independence, cash flow, debt-free living, tax planning, Roth conversions, and pension/Social Security choices) and the emotional side of retiring (having a purpose, planning your “next step,” and not retiring too early without a plan). Using client stories and their “ milk the cow, don’t kill it ” analogy, they explain how to build and draw from different “buckets” of money—401(k), Roth, taxable accounts, pensions, and Social Security—so your income can last a lifetime and help you truly win in retirement .
Send us Fan Mail In this episode of Winning in Retirement , Brian Akers and Sam Payne break down “Six Smart Social Security Strategies” to help retirees and pre-retirees make better claiming decisions. They explain recent changes like the Fairness Act eliminating the Windfall Elimination Provision and Government Pension Offset, discuss the projected 2032 Social Security trust fund shortfall, and why Social Security was never meant to be your entire retirement plan. Brian and Sam walk through key tactics—knowing your options, setting up your SSA.gov account, deciding when to claim (62 vs. FRA vs. 70), using Social Security to reduce debt, creating room for Roth conversions, and maximizing family and spousal benefits—while stressing personalized planning so Social Security becomes just one part of a solid retirement income strategy.
Send us Fan Mail In this episode of Winning in Retirement , Brian Akers and Alex Monk break down smart portfolio design —how to treat all your accounts as one coordinated plan instead of random investments. They dig into why your “why” matters, how tax brackets, time horizon, and account type should drive your allocation, and why stocks often belong in your portfolio at every age when matched to the right time frame. Brian and Alex also tackle emotional investing—fear, hope, and greed—and explain how disciplined planning, Roth strategies, cash flow focus, and periodic adjustments can help your money outlast you and support the retirement you actually want.
Send us Fan Mail In this episode of Winning in Retirement , Brian Akers and Jeff Akers explain how to build a personalized financial plan using your unique “financial fingerprint” —your income, accounts, titling, and goals. They show how advisors turn scattered statements, pensions, 401(k)s, annuities, and tax issues into a clear written plan and to‑do list, then refine it over time through ongoing reviews so you can confidently move from working years into truly winning in retirement .
Send us Fan Mail In this episode of Winning in Retirement , Brian Akers and Nick Molite tackle the most common questions people ask when they first meet with a financial advisor: “How are we doing?” , “Where do I start?” , “Can I retire?” , and “Where will my retirement income come from?” They walk through AKERS Financial Group’s “unique financial fingerprint” approach, the importance of cash flow and debt in retirement, the difference between a broker and a financial planner, building retirement income from Social Security, pensions, investments, and annuities, and why having a clear exit strategy can help you truly win in your golden years.
Send us Fan Mail This episode of Winning in Retirement with Brian Akers and Alex Monk explains how to legally reduce lifetime taxes using Roth IRAs, Roth 401(k)s, and Roth conversions so you can “pay tax now and never again” on that money. You contrast traditional pre-tax 401(k)/IRA strategies with Roth strategies, showing how over-reliance on pre-tax accounts can lead to higher future tax brackets, bigger RMDs, and more taxes for surviving spouses and children. You then walk through how smart, staged Roth conversions—timed around tax brackets, IRMAA thresholds, and market volatility—can lower future required distributions, reduce Medicare surcharges, and create tax-free legacy dollars. Throughout, you emphasize that this is best done with professional planning rather than DIY trial and error, so listeners can keep more of their money and build flexible, tax-free retirement income.
Send us Fan Mail Brian Akers and Alex Monk discuss strategies for "Never Pay Taxes Again" through Roth IRAs and Roth conversions. They highlight the benefits of Roth IRAs, including tax-free growth and withdrawals, and the flexibility to access contributions at any age. They emphasize the importance of proper tax planning, especially during market volatility, to maximize tax efficiency. They also address the impact of Roth conversions on Medicare premiums and the need for careful planning to avoid higher tax brackets. The conversation underscores the value of working with financial advisors to navigate these complex financial decisions effectively.
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