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内容由Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD提供。所有播客内容(包括剧集、图形和播客描述)均由 Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Make It Last – Ep 206 – The Three I’s You Need In Your Retirement Plan

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内容由Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD提供。所有播客内容(包括剧集、图形和播客描述)均由 Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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 make sure the Big Bad Wolf doesn’t blow your house down.

Do you know what the three “I’s” are? They are the three main areas of a solid retirement plan. Listen to find out if you have all three covered.

Finally, they’ll wrap things up by taking a trip in the “time machine.”

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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Manage episode 349535363 series 2039459
内容由Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD提供。所有播客内容(包括剧集、图形和播客描述)均由 Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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 make sure the Big Bad Wolf doesn’t blow your house down.

Do you know what the three “I’s” are? They are the three main areas of a solid retirement plan. Listen to find out if you have all three covered.

Finally, they’ll wrap things up by taking a trip in the “time machine.”

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

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