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内容由Victor Medina提供。所有播客内容(包括剧集、图形和播客描述)均由 Victor Medina 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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Ep 217: Creating Predictable Income in Retirement

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Manage episode 407397506 series 3560500
内容由Victor Medina提供。所有播客内容(包括剧集、图形和播客描述)均由 Victor Medina 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

Creating a steady income stream in retirement is a goal everyone has because it allows for a steady and reliable life, but how do you achieve that within your financial plan? In this episode, Victor will explain how we approach income planning in retirement and the challenges facing anyone trying to put predictable streams in place.

Here is some of what you’ll learn in this episode:

  • Is there a way to generate predictable income? (1:45)
  • Why dividends aren’t as reliable as people often think. (3:33)
  • An example of a time someone relied too heavily on the market in retirement with bad results. (7:06)
  • How to offset inflation when setting up an income plan. (9:30)
  • How the income discussion fits into our initial meetings. (13:23)

About Retirease Radio:

Retirease Radio 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.

Connect:

Medina Law Group: https://www.jerseyestateplanning.com/

Palante Wealth Advisors: https://palantewealth.com/

  continue reading

283集单集

Artwork
icon分享
 
Manage episode 407397506 series 3560500
内容由Victor Medina提供。所有播客内容(包括剧集、图形和播客描述)均由 Victor Medina 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

Creating a steady income stream in retirement is a goal everyone has because it allows for a steady and reliable life, but how do you achieve that within your financial plan? In this episode, Victor will explain how we approach income planning in retirement and the challenges facing anyone trying to put predictable streams in place.

Here is some of what you’ll learn in this episode:

  • Is there a way to generate predictable income? (1:45)
  • Why dividends aren’t as reliable as people often think. (3:33)
  • An example of a time someone relied too heavily on the market in retirement with bad results. (7:06)
  • How to offset inflation when setting up an income plan. (9:30)
  • How the income discussion fits into our initial meetings. (13:23)

About Retirease Radio:

Retirease Radio 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.

Connect:

Medina Law Group: https://www.jerseyestateplanning.com/

Palante Wealth Advisors: https://palantewealth.com/

  continue reading

283集单集

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