#111 – Retirement planner chat, with Victor Medina from Palante Wealth

Retirement Planning Education, with Andy Panko

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4M ago 1:27:12

MP3•Главная эпизода

Andy chats with fellow retirement planner Victor Medina, CFP®, RICP®, CELA® from Palante Wealth. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers often overlook in retirement planning and much more!
Links in this episode:

Victor's company's website - Palante Wealth
Victor's podcast - Retirease Radio
Simon Sinek website - here

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

Tenon Financial monthly e-newsletter - Retirement Planning Insights
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Retirement Planning Education website - www.RetirementPlanningEducation.com

130 эпизодов

#Podcasting Education #Andy Panko #Retirement Planning #Financial Planning #Tax #Tax Planning #Investing #Social Security #IRA #Roth IRAs #401k #Pension #Annuity #Roth Conversions