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Mailbag: Healthcare Costs, Retirement Savings Target, and Estate Disputes
Manage episode 407397469 series 3560500
Kandungan disediakan oleh Victor Medina. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Victor Medina atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Retirement is more than just a numbers game; it's an intricate dance of elements that blend to create a fulfilling post-career life. In this episode, we’ll open up the mailbag and unpack the components that make up a robust retirement strategy, addressing everything from the ebb and flow of market volatility to maximizing Social Security benefits and tackling healthcare costs head-on.
We also shine a spotlight on the thorny issue of estate disputes, illustrated by a listener's question about a contested beneficiary designation. Sharing insights on setting up a revocable trust and other mechanisms, we help you be equipped with the tools and knowledge to safeguard your legacy and retire with peace of mind.
Here’s some of what we discuss in this episode:
- How can you figure out if your parents need help financially as they age?
- Do you need 15-20 times your annual salary to be able to retire comfortably?
- How to settle estate disputes between when wishes aren’t clear.
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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