Nervous or Excited? First Meeting
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Nervous or Excited? First Meeting
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Brian Akers and Alex Monk discuss the emotional aspects of financial planning, including understanding and separating emotions from money, building trust, and guiding clients towards their financial goals. They emphasize the importance of personalized financial planning for retirement, tailored approaches that consider each individual's unique situation, goals, and circumstances, and the need to balance life's enjoyment with saving for the future. Both speakers highlight the benefits of starting early and the anxiety that comes with running out of time, emphasizing the importance of saving money and paying off debt for a comfortable retirement.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description