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Sisällön tarjoaa Victor Medina. Victor Medina tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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The Risk of Longevity to Your Retirement

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Manage episode 407397488 series 3560500
Sisällön tarjoaa Victor Medina. Victor Medina tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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

282 jaksoa

Artwork
iconJaa
 
Manage episode 407397488 series 3560500
Sisällön tarjoaa Victor Medina. Victor Medina tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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

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