Make It Last - Ep. 130 - Getting Clear About Your Retirement Goals and How to Reach Them
2021-05-29
Mark and Victor start the show with the question, "Are your retirement goals as detailed as your summer vacation plans?" and emphasize the importance of preparing for life after work.
Making the most of Social Security benefits is an important part of your retirement plan. Could you pass a basic quiz on current rules and requirements? Mark and Victor discuss strategies for maximizing your benefits.
Then the guys play a game of "Would You Rather...?" to show how to clearly define your retirement goals.
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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.
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