In this episode, Victor covers the 10 questions you should ask your financial advisor, and an interview with John Walsh of Walsh Senior Solutions, a company that specializes in helping senior and their families downsize as they get older.
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 about Walsh Senior Solutions, visit this link.
Click below to read the full transcript..