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Content provided by Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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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Manage episode 349535363 series 2039459
Content provided by Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

223 episodes

Artwork
iconShare
 
Manage episode 349535363 series 2039459
Content provided by Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Victor J. Medina, JD, CELA®, CFP®, Victor J. Medina, and JD or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

223 episodes

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