Financial Planning for Life’s Unexpected Events

Retirease Radio with Victor Medina CFP®, RICP®, CELA®

Life happens. It’s such a simple but complicated statement because no one know what life will throw at us. The good and bad often comes at the most unexpected times and that makes planning very difficult. The good news is a comprehensive retirement plan prepares for what we know and is built to adapt to the events we can’t predict.

In this episode, let’s go through some situations that require a little bit of extra attention and assessment in your overall retirement plan. If you haven’t taken the time to review the possibility of these in your life, make that a priority for 2024 so you don’t have to worry about being caught off-guard financially.

Here’s some of what we discuss in this episode:

• If you’re leaving an old job, discuss what to do with the assets in your old employer’s retirement account. Then look for Roth options with the new company.
• What are you facing if you get laid off or fired unexpectedly?
• The financial burden that comes along with the death of a spouse.

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/