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Retirease Radio with Victor Medina CFP®, RICP®, CELA®

Education

The Go-Go, Slow-Go, & No-Go Years

2021-08-21

Download Right click and do "save link as"

This week on Make It Last, Mark and Victor discuss financial literacy and how the education system has failed in teaching it.

Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life -the Go-Go Years, the Slow-Go years, and the No-Go years.

Did your parents leave you stuff you didn't want after they passed? Victor and Mark discuss all of the stuff they would put in their "Keep" and "Throw-Away" piles.

Also available on Spotify, Apple Podcasts, & Google Podcasts

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.