Make It Last – Ep 135 – Bermuda, Bahama! Planning For Retirement Like We Do A Vacation

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Mark & Victor start off the show talking a bit about Victor’s two companies: Medina Law Group & Palante Wealth Advisors. Find out what experience you would get if you called them at 856-506-8300.

It is vacation season and so much goes into planning our trips. In fact we usually spend more time planning our week long vacation than we do our, 20 year retirement. What should we be doing to prepare for retirement & the turbulence we might expect along the way?

Our mailbag question to end the show talks about one spouse not having a 401k, and the other spouse dying. Will that spouse be okay in retirement?

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.