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Make It Last – Ep 202 – What’s Your Biggest Concern?
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.
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By Victor J. Medina, JD, CELA®, CFP®
4.1
2020 ratings
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.