This week, Victor & Mark begin the show talking about how important estate planning is, if you want to make things easier for your loved ones who you leave behind. Then, there are a lot of retirement tools out there like 401ks and Roth IRAs – are they enough for your future? Finally, the pair discuss the different types of financial advisors out there, & the 3 Worlds of Money.

Bonus: Victor ends the show talking a little more in depth about his family at home!

Leave a review and give a 5-star rating on the Apple Podcast app. As always, share with a friend!

If you’re interested in a complimentary consultation, reach out to us at 856-506-8300.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Full Transcript Below

Continue reading