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

  • Aug 8 2024
  • Length: 1 hr and 27 mins
  • Podcast

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

Listen for free

View show details

  • Summary

  • 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
    Show more Show less
Show more Show less

What listeners say about #111 – Retirement planner chat, with Victor Medina from Palante Wealth

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available