You already have the foundation, but what’s a house without walls and a roof? Victor gives you all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down.
Then, he and Mark go on to discuss the insurance world and how it can benefit retirees.
Finally, they’ll wrap things up by taking a trip in the time machine. What does this mean? Listen to find out!
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.
Thank you again for putting together a retirement plan that anticipated market volatility. If it were not for that, my retirement situation would be in terrible shape. It is scary enough as it is!