))
Your Important Questions
Manage episode 432622208 series 3468502
Indhold leveret af Akers Financial Group. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Akers Financial Group eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Brian Akers and Paul Franco discuss the importance of financial planning in retirement. They address common questions such as when to retire, whether one has enough income, tax planning, and investment strategies. They emphasize the need for a comprehensive financial plan tailored to individual circumstances. Akers highlights the significance of cash flow, tax planning, and the 4% withdrawal rate. Franco shares examples of clients' financial situations, such as a federal employee who could retire immediately and a couple planning tax-efficient strategies. They stress the importance of understanding one's financial fingerprint and seeking professional advice to ensure a secure retirement.
159 episoder
Del
