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Brian AKERS and Mark Diorio from Brookstone Capital Management discuss the mid-year market update. They highlight the market's resilience, noting the S&P 500's V-shaped recovery after a 12% drop in April. Despite geopolitical risks, the market has remained stable with inflation around 2.5%. They emphasize the importance of diversification, particularly in dividend stocks, which have underperformed this year. Diorio mentions that the S&P 500 is heavily concentrated in mega-cap stocks, presenting opportunities in smaller companies. They also touch on the potential impact of interest rates and the future of cryptocurrencies.

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Brian Akers and Paul Franco discuss the impact of the new tax law, referred to as the "one big beautiful bill," signed on July 4, 2025. They highlight key provisions such as the permanent extension of the Tax Cut and Jobs Act's tax brackets, the introduction of a temporary senior personal exemption for those aged 65 and older, and the increase in the state and local tax (SALT) deduction cap to $40,000 for incomes below $500,000. They also cover the tax deductibility of tips and overtime, the potential car loan interest deduction, and the new Trump account for children born between 2024 and 2028. The emphasis is on the importance of financial planning and reviewing one's financial situation in light of these changes.

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Brian Akers and Alex Monk from Akers Financial Group discuss the concept of financial independence, likening it to the U.S. Independence Day. They emphasize the importance of financial planning to achieve this state, where individuals can retire on their terms without financial stress. They highlight the need for a comprehensive financial plan, including understanding one's financial fingerprint, managing debt, and optimizing tax strategies. They also discuss the impact of external factors like job security and market volatility on financial independence. The show encourages listeners to start planning for their financial independence to ensure a secure retirement.

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Estate planning is crucial for protecting one's legacy and managing family dynamics after death. Ashley Rowe and Brian Akers emphasize the importance of working with an attorney for personalized advice and highlight the dangers of using online platforms like Legal Zoom. They discuss essential aspects of estate planning, including understanding net worth, asset titling, and beneficiary designations. They also stress the importance of having a power of attorney and updating estate plans every few years. Establishing revocable trusts can provide creditor protection and avoid probate, while trusts and power of attorney are crucial for managing incapacitated individuals' assets. Ashley Rowe and Brian Akers emphasize the value of having a comprehensive estate plan in place to avoid potential legal issues.

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Brian Akers and Ashley Row discuss the importance of estate planning, including power of attorney and legal documents. They emphasize the need for these documents to ensure wishes are carried out and to avoid probate. Brian and Ashley also highlight the benefits of having a will, including avoiding probate and offering protection for beneficiaries. In the second segment, Speaker 2 and Brian Akers explore potential issues with multiple power of attorney agents and the importance of regularly reviewing beneficiary designations. They emphasize the significance of having a clear estate plan in place, including wills, trusts, and beneficiary designations, to ensure one's affairs are in order.


https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

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Brian Akers and Paul Franco from AKERS Financial Group discuss the importance of starting seriously with financial planning for a fun retirement. They emphasize the need to be proactive in planning, including understanding your financial situation, setting goals, and implementing strategies. They highlight the significance of comprehensive financial planning that includes asset allocation, income planning, estate planning, and tax strategies. The conversation also touches on the importance of regular reviews and adjustments to ensure financial stability. They encourage listeners to seek professional advice early and stress that planning should be tailored to individual needs and circumstances.

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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-advised funds to manage and distribute wealth effectively. They stress the need for comprehensive estate planning to minimize taxes and ensure assets are distributed according to one's wishes, ultimately aiming to create a lasting legacy.