Make It Last - Ep 180 - The Ultimate Retirement Tool Kit
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!
They’ll also discuss all of the tools you need that will get you through retirement. These tools will help you live the retirement of your dreams!
How do we know what we should be doing in the investment world? Taxes are going back up in 2025 if the Biden Administration doesn’t do anything about it, so what does that mean for your retirement savings? How about estate planning? Do you have all your documents in place? Do you know how you want things to be done? Listen to get answers to these questions and more!
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.
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