))
You've Got Mail! (Before Age 65)
Manage episode 435229269 series 3468502
Conteúdo fornecido por Akers Financial Group. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Akers Financial Group ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
The show "Winning in Retirement" with Brian Akers and Jeff Akers discusses the financial decisions and changes that occur when turning 65. They emphasize the importance of planning before receiving an influx of mail related to Medicare, Social Security, and other financial matters. Key points include the need for a financial advisor to guide clients through these decisions, the significance of full retirement age (66-67), and the impact of Medicare on Social Security payments. They also highlight the importance of understanding tax benefits, such as the extra standard deduction and pension exclusion in Maryland, and the need to adjust investment strategies to ensure a secure retirement.
162 episódios
Compartilhar
