Send us Fan Mail Brian Akers and Alex Monk discuss strategies for minimizing taxes in retirement through Roth IRAs and Roth conversions. They emphasize the benefits of paying taxes now to avoid future tax burdens, highlighting that Roth IRAs offer tax-free growth and withdrawals. They note that Roth conversions can help reduce Medicare premiums and IRMAA levels. The conversation also covers the importance of comprehensive financial planning, including estate planning and tax strategies. They ...
Mar 14
51 min
Send us Fan Mail 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 ben...
Mar 7
51 min
Send us Fan Mail Brian Akers and Alex Monk discuss the importance of planning and implementing financial strategies for retirement. They emphasize the need to bring financial plans to life, not just create them. Brian uses coaching analogies to illustrate the process of planning, executing, and adjusting strategies. They highlight the significance of understanding individual financial goals, the risks of not planning, and the benefits of having a comprehensive financial plan. They also stress...
Feb 28
51 min
Send us Fan Mail Brian 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 i...
Feb 14
51 min
Send us Fan Mail 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 in...
Feb 7
51 min
Send us Fan Mail 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-...
Jan 31
51 min
Send us Fan Mail 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 clea...
Jan 24
51 min
Send us Fan Mail 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 divid...
Jan 17
51 min
Send us Fan Mail 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 detail...
Jan 10
51 min
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