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The Financial Draft
Manage episode 407397474 series 3560500
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If you were the general manager of a financial team, which products or investments would you prioritize to give you the best chance of success? That’s what we want to discuss today so we’ll have a little fun with this conversation by making Victor the GM. We’ll present some of the financial topics and items you might be most familiar with and find out where he would draft them.
If you’re a sports fan, this should be an enjoyable exercise, but even if you’re not, there should be some useful information you can apply to your approach to planning in order to help win the game of retirement.
Here are some of the things we’ll ask Victor to evaluate:
- The Roth IRA
- Where does gold fit in?
- The Life Insurance Retirement Plan
- The variable annuity
- The indexed annuity
- Rental properties
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/
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