Artwork

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
Player FM -播客应用
使用Player FM应用程序离线!

Make It Last – Ep 207 – Don’t Plan By Yourself!

58:55
 
分享
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on April 25, 2024 16:08 (2M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 350040798 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

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集单集

Artwork
icon分享
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on April 25, 2024 16:08 (2M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 350040798 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

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集单集

所有剧集

×
 
Loading …

欢迎使用Player FM

Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。

 

快速参考指南