Winning in Retirement

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.

Winning in Retirement is a business podcast hosted by Unknown Host, with 219 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Winning in Retirement, a business show with 219 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Winning in Retirement

  What Is Your Tax Bracket?

  Aug 15, 202652 min

  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.

  ListenShow Notes
• 

  Winning in Retirement

  Annuities We Like And Don't Like

  Aug 9, 202652 min

  Send us Fan Mail Brian Akers and Jeff Akers, both certified financial planners, discuss the pros and cons of various annuities in their show "Winning in Retirement." They highlight the importance of financial planning and understanding annuity contracts. They like fixed annuities for their guaranteed returns and fixed indexed annuities for their potential growth linked to stock market indices. They dislike immediate annuities for their inflexibility and variable annuities for their high fees and market risks. The Akers emphasize the need for a balanced portfolio, using annuities as tools to provide guaranteed income and protect against market volatility. They encourage listeners to consult with a financial advisor for personalized advice.

  ListenShow Notes
• 

  Winning in Retirement

  One More Year: How to Retire Next

  Jul 25, 202652 min

  Send us Fan Mail Brian Akers and Alex Monk discuss the concept of "One More Year" in retirement planning, emphasizing the importance of financial preparation. They share a client story about George and Jane Jetson, who needed one more year to finalize their retirement plans, including paying off debt and optimizing cash flow. Brian highlights the necessity of having a budget, spending plan, and proper investment strategies to ensure a stable retirement. They also stress the importance of tax planning and risk management, advocating for diversified portfolios and regular financial reviews. The goal is to achieve financial independence and peace of mind before retiring.

  ListenShow Notes
• 

  Winning in Retirement

  Mid-Year MARK-et Update with MARK DiOrio - 2026

  Jul 18, 202652 min

  Send us Fan Mail

  ListenShow Notes
• 

  Winning in Retirement

  Core Roth Principles

  Jul 13, 202651 min

  Send us Fan Mail Brian Akers and Paul Franco discuss the importance of Roth IRAs for retirement planning. They highlight three core principles: eligibility, timing, and qualified withdrawals. Eligibility requires earned income, and contributions are capped at $7,500 annually for those under 50 and $8,600 for those over 50. Timing is crucial, as contributions should be made when tax rates are low. Qualified withdrawals are tax-free if made after age 59.5 and after a five-year holding period. They also discuss the benefits of Roth IRAs, such as tax-free growth and flexibility, and common mistakes like excess contributions and improper tax planning.

  ListenShow Notes

Recent guests on Winning in Retirement. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.