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Inhoud geleverd door Victor Medina. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Victor Medina of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Navigating Financial Challenges in Retirement: Market Crashes, Home Purchases, and Investment Risks

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Manage episode 407397487 series 3560500
Inhoud geleverd door Victor Medina. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Victor Medina of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

When it comes to retirement, planning is not always a simple and straightforward process. From market crashes to real estate investments and the labyrinth of investment products, retirees face numerous financial challenges. Many of those challenges come to us in the form of questions, and that’s what today’s episode is all about.

Today we dive into planning for retirees by covering an extensive range of topics, including strategies for mitigating risk during market fluctuations, planning for home purchases in retirement, understanding the impact of potential market crashes on personal finance, and more. This mailbag edition hits on a wide range of planning items so there’s a good chance one or more will be of use to you.

Here are some of what we discuss in this episode:

  • Is the market going to crash soon? How can we prepare for that possibility?
  • There’s one benefit and one negative for having a mortgage in retirement.
  • Weighing the benefit of growth and liquidity when figuring out how much cash to put in the bank.

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 afleveringen

Artwork
iconDelen
 
Manage episode 407397487 series 3560500
Inhoud geleverd door Victor Medina. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Victor Medina of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

When it comes to retirement, planning is not always a simple and straightforward process. From market crashes to real estate investments and the labyrinth of investment products, retirees face numerous financial challenges. Many of those challenges come to us in the form of questions, and that’s what today’s episode is all about.

Today we dive into planning for retirees by covering an extensive range of topics, including strategies for mitigating risk during market fluctuations, planning for home purchases in retirement, understanding the impact of potential market crashes on personal finance, and more. This mailbag edition hits on a wide range of planning items so there’s a good chance one or more will be of use to you.

Here are some of what we discuss in this episode:

  • Is the market going to crash soon? How can we prepare for that possibility?
  • There’s one benefit and one negative for having a mortgage in retirement.
  • Weighing the benefit of growth and liquidity when figuring out how much cash to put in the bank.

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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