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Turning a Big Number Into a Paycheck with Josh Ackerman | Financial Planner Search
In this episode of Financial Planner Search, Josh Ackerman, financial planner and second-generation owner of Context Financial in Lexington, Kentucky, discusses how he helps successful people translate a lifetime of savings into a retirement they can actually understand.
Josh's father started the firm in 2000 with a simple conviction: don't sell product, sell advice. That idea shaped everything — including a piece of coaching Josh still carries today: "two numbers and a story that connects them." It's the difference between handing a client a balance sheet and handing them something their…
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