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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 207 – Don’t Plan By Yourself!

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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.

Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand

Then, they will go on to discuss the insurance world, and how it can benefit retirees.

Finally, they’ll talk about why it’s important to have a financial advisor, even if you have a financially savvy spouse.

Are You Paying Too Much In Taxes In Retirement? Click here to download the free guide

Click here to claim your FREE Elder Law Guide

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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Manage episode 350040798 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.

Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand

Then, they will go on to discuss the insurance world, and how it can benefit retirees.

Finally, they’ll talk about why it’s important to have a financial advisor, even if you have a financially savvy spouse.

Are You Paying Too Much In Taxes In Retirement? Click here to download the free guide

Click here to claim your FREE Elder Law Guide

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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