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Innehåll tillhandahållet av Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Make It Last – Ep 202 – What’s Your Biggest Concern?

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Innehåll tillhandahållet av Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

You already have the foundation, but what’s a house without walls and a roof? Victor gives you all the materials you need to ensure the Big Bad Wolf doesn’t blow your house down.

The number one fear amongst retirees is outliving their money. Victor shares some of the concerns his clients share with him about making their money last as long as they do.

Do you feel PREPared for retirement? Listen as Victor talks about his work with the PREPare Institute, a nonprofit that educates pre-retirees about preparing for retirement.

Call (856) 506-8300 to be added to the invite list for our next class!

Are You Paying Too Much In Taxes In Retirement? Click here to find out.

We help you take control of your financial future, visit www.palantewealth.com to learn more!

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.

  continue reading

223 episoder

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iconDela
 

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Manage episode 346835011 series 2039459
Innehåll tillhandahållet av Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

You already have the foundation, but what’s a house without walls and a roof? Victor gives you all the materials you need to ensure the Big Bad Wolf doesn’t blow your house down.

The number one fear amongst retirees is outliving their money. Victor shares some of the concerns his clients share with him about making their money last as long as they do.

Do you feel PREPared for retirement? Listen as Victor talks about his work with the PREPare Institute, a nonprofit that educates pre-retirees about preparing for retirement.

Call (856) 506-8300 to be added to the invite list for our next class!

Are You Paying Too Much In Taxes In Retirement? Click here to find out.

We help you take control of your financial future, visit www.palantewealth.com to learn more!

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.

  continue reading

223 episoder

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