Make It Last - Ep 78 - What Does it Mean to Have an E.P.I.C. Retirement & Interview with Bernie Sokal of MoneyCare Financial
In the first half of episode 78 Victor explains the new concept of an E.P.I.C. retirement and how the meaning of retirement has changed over the years. In the second half of the episode Victor interviews Bernie Sokal of MoneyCare Financial. Bernie is a daily money manager and fiduciary, meaning he is able to manage the finances of individuals who might struggle with bill paying, preparing checks or bank deposits, balancing their checkbook, or organizing and maintaining financial records, and he does so all in the best interest of the client. Tune in to learn how a daily money manager might be able to help you.
If you or a loved one might be in need of a daily money manager, you can visit MoneyCare Financial's website, www.moneycarefinancial.com
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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