Navigating Retirement Challenges: Smart Strategies for Investing and Insurance

Join us today as we address some of the critical pillars of a successful retirement: investing, income, taxes, and estate planning. We’ll do this by tackling a few great questions from our listeners, offering clarity and strategic insights for your retirement journey.

Whether you're worried about unexpected life insurance policy charges or seeking stability in volatile markets, we’re here to help you navigate these challenges with confidence.

 

Here’s some of what we discuss in this episode:

• Why would your life insurance policy require you to start paying premiums again?
• Which investments you should consider if you can’t tolerate the volatility in the market.
• Ways to supplement your income if you reduce your work hours.

 

About Retirease Radio:

Retirease Radio 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.

Connect:

Medina Law Group: https://www.jerseyestateplanning.com/ 

Palante Wealth Advisors: https://palantewealth.com/