Make It Last – Ep 207 – Don’t Plan By Yourself!
Description
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
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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.
United States
