Frank Akridge Jr. is a Certified Financial Planner, the owner of Financial Pathfinder LLC, and an investment advisor representative with Optivise. He specializes in supporting business owners and executives by transforming their largest expenses into valuable assets. He offers advanced strategies for wealth management, retirement planning, and financial growth. With over two decades of experience, Frank has a proven track record of helping clients achieve their financial goals through innovative and personalized solutions. He holds a master's degree in Christian Education and Conflict Management from Wheaton College and has extensive experience working with high-net-worth clients. Based in Forney, Texas, Frank is committed to educating and guiding professionals towards a more abundant and rewarding retirement. Additionally, he enjoys mentoring and supporting his community, making a significant impact both professionally and personally.

In this episode Dante and Frank discuss:

• Inflation, taxes, and pension loss challenge retirement income and savings
• Multiple income streams and financial education support long-term financial success
• Clarity about goals creates urgency and informs strategic planning
• Personalized multi-strategy financial plans mitigate risk with insurance safeguards
• Balanced portfolios and tax deferral strategies address unforeseen retirement costs

Key Takeaways: 

• There's an emphasis on macroeconomic challenges, as inflation, taxes, and corporate bankruptcies erode pension values and reduce retirement income.
• A strategic focus on diversifying income streams and enhancing financial education underpins sustainable, long-term financial success.
• Clear and well-defined financial goals spark a sense of urgency, setting the stage for targeted retirement planning.
• Advisors collaborate with legal experts to implement trusts, charitable giving, and multi-faceted investment strategies that safeguard and grow family wealth.
• Innovative tax strategies—such as overfunded life insurance contracts and deferred sales trusts—are championed to secure tax-advantaged retirement income while deferring capital gains.

“Not all realtors, mortgage brokers, or financial advisors excel at what they do. Be sure to choose a professional—whether in your industry or mine—who has real-world experience, skin in the game, and employs multiple strategies.” - Frank Akridge Jr

Connect with Frank Akridge Jr:

Website: https://www.financialpathfinder.net/ 

LinkedIn: https://www.linkedin.com/in/frankakridgecfp/ 

Phone: 404-738-9234

Email: [email protected] 

Connect with Dante Royster:

Website: https://www.danteroyster.com/

Epic Mortgage Website: Epic Mortgage, Inc. NMLS 1885086

Facebook: EpicMortgage1885086

Epic Mortgage Instagram: https://www.instagram.com/epicmortgage/

“The Ultimate Mortgage Guide” book: https://www.amazon.com/dp/B0CKTRWLRP

LinkedIn: Dante Royster | LinkedIn

Twitter: https://twitter.com/DanteRoyster

YouTube: Epic Spotlight 

Email: [email protected]

Mission Statement: Epic Spotlight shines a light on the truths behind love, happiness, health, and wealth. Hosted by America’s Mortgage Expert and author Dante Royster, this podcast delivers bold insights to help you grow and build your most epic life.

The 9 states that Epic Mortgage is licensed are: Illinois/Indiana/Michigan/Colorado/Maryland/Virginia/Florida/Georgia/Texas

Show notes by Podcastologist: Angelo Paul Tagama

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.