Artwork

Conteúdo fornecido por Victor Medina. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Victor Medina ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Player FM - Aplicativo de podcast
Fique off-line com o app Player FM !

The Risk of Longevity to Your Retirement

16:52
 
Compartilhar
 

Manage episode 407397488 series 3560500
Conteúdo fornecido por Victor Medina. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Victor Medina ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

We’re all living longer thanks to modern medicine, and that should be a good thing, right? Being able to enjoy life, and retirement, for many years is a great thing, but it also presents a big risk to retirement.

This longevity risk refers to the risk of outliving your retirement savings. This is becoming a growing concern, especially with increasing life expectancies. In this episode, we’re going to highlight the importance of strategic thinking, valuing time over money, and implementing a holistic retirement plan that includes investing, income tax, and estate planning.

Here are some of what we discuss in this episode:

  • Why can living a long time carry a lot of risk?
  • We address the financial challenges that come with living longer.
  • What can you do if running out of money is suddenly a reality?
  • How we work with people and plan for those that come into our office with this worry.

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/

  continue reading

283 episódios

Artwork
iconCompartilhar
 
Manage episode 407397488 series 3560500
Conteúdo fornecido por Victor Medina. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Victor Medina ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

We’re all living longer thanks to modern medicine, and that should be a good thing, right? Being able to enjoy life, and retirement, for many years is a great thing, but it also presents a big risk to retirement.

This longevity risk refers to the risk of outliving your retirement savings. This is becoming a growing concern, especially with increasing life expectancies. In this episode, we’re going to highlight the importance of strategic thinking, valuing time over money, and implementing a holistic retirement plan that includes investing, income tax, and estate planning.

Here are some of what we discuss in this episode:

  • Why can living a long time carry a lot of risk?
  • We address the financial challenges that come with living longer.
  • What can you do if running out of money is suddenly a reality?
  • How we work with people and plan for those that come into our office with this worry.

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/

  continue reading

283 episódios

Todos os episódios

×
 
Loading …

Bem vindo ao Player FM!

O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.

 

Guia rápido de referências