Financial Planning with Yogi Berra
Retirease Radio with Victor Medina CFP®, RICP®, CELA®
Release Date: 09/14/2023
Super Nanny – The Critical Role Grandparents Play & the Benefits It Provides
Retirease Radio with Victor Medina CFP®, RICP®, CELA®
In the bustling world of parenting, where the to-do list seems never-ending, there’s a new beacon of hope — grandparents. Being a grandparent can have a significant impact on the success and health of one's retirement, and today we’re going to talk about the physical, emotional, and financial benefits. Being an active and engaged grandparent can have numerous benefits, which we’ll dive into by discussing a study from Finland. It provides an opportunity to remain involved with younger generations, stay mentally sharp, and maintain an active lifestyle. Grandparents also have the chance...
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Back to Basics: Financial Literacy 101
Retirease Radio with Victor Medina CFP®, RICP®, CELA®
April isn't just about welcoming warmer weather; it's also Financial Literacy Month, a time to focus on our fiscal health and future. This episode will do just that, and it's an essential listen for anyone looking to secure their golden years with confidence and clarity. A study used posted by the American College of Financial Services used a Retirement Confidence Scale based on the respondent’s self-reported confidence that they will feel financially secure, have enough money to live comfortably, and do a good job handling their investments throughout retirement. Those who scored better in...
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Unlocking Your Retirement Potential: Goal Setting Strategies
Retirease Radio with Victor Medina CFP®, RICP®, CELA®
Do you have goals for your retirement? Do you even know how you would set them? Many people look at retirement as the finish line, but goal setting is a key piece of unlocking your true potential once you’ve stopped working. In this video, we’re going to walk you through how to create goals for your retirement so you can achieve all those things you dream about. We’ll start by explaining the power of goal setting and how it serves a much bigger purpose in retirement. Then we’ll help you identify the types of goals that might align with your interests and passions. And we’ll close it...
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Age with Agility: Maximizing Health in Your Golden Years
Retirease Radio with Victor Medina CFP®, RICP®, CELA®
In order to be able to truly enjoy retirement, health has to be a priority and Retirease focuses on the steps you need to take to maximize your golden years. In this episode, we are going to explore the essential non-financial elements that contribute to a truly fulfilling retirement, emphasizing the crucial bond between physical and mental well-being. You'll gain valuable insights on how to preserve your health and stave off the decline many fear as retirement approaches. With actionable advice on confronting common health concerns, this conversation is a must-hear for anyone eager to...
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Making the Last Third of Your Life, The Best Third
Retirease Radio with Victor Medina CFP®, RICP®, CELA®
We want everyone we work with to be able to say that the last third of their life was the best, which is always the goal for Retirease. There’s no reason your goals, ambitions, and sense of adventure have to slow down once you’ve retired, and the proper approach to that next phase of life can help you achieve this. In this video, we want to share some tips and strategies that will help you make that last third of your life the best it can be. By taking these steps, our hope is that you’ll be able to look back and say life has never been better than it is at this moment. So join us to...
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Welcome to Your Best Retirement
Retirease Radio with Victor Medina CFP®, RICP®, CELA®
A fulfilling retirement goes well beyond the dollars and cents, and today we’re going to share our vision for what it takes to help you live your best life in retirement. The goal for Retirease Radio is to coach you through a holistic approach to retirement. Join us as Victor highlights the importance of health and personal growth in retirement, emphasizing the balance between enjoying life's pleasures and managing your well-being. Discover strategies to optimize personal and professional development, spirituality, family ties, and community contribution. Through personal anecdotes and...
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Financial Planning for Life’s Unexpected Events
Retirease Radio with Victor Medina CFP®, RICP®, CELA®
Life happens. It’s such a simple but complicated statement because no one know what life will throw at us. The good and bad often comes at the most unexpected times and that makes planning very difficult. The good news is a comprehensive retirement plan prepares for what we know and is built to adapt to the events we can’t predict. In this episode, let’s go through some situations that require a little bit of extra attention and assessment in your overall retirement plan. If you haven’t taken the time to review the possibility of these in your life, make that a priority for 2024 so you...
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New Year Financial Resolutions
Retirease Radio with Victor Medina CFP®, RICP®, CELA®
As we begin another year with a fresh slate and a chance to improve ourselves, let’s talk about some resolutions that we could put in place to take positive financial steps forward in 2024. Hopefully this is something that you’ll revisit well beyond January, but we want to help you build a list for the new year. The stats say people stick to their new year resolutions an average of 15 days so it’s not easy, which is why we like making it a part of an ongoing effort for self-improvement. Here’s some of what we discuss in this episode: Why Victor doesn’t use resolutions for...
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Mailbag: Healthcare Costs, Retirement Savings Target, and Estate Disputes
Retirease Radio with Victor Medina CFP®, RICP®, CELA®
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...
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Navigating Retirement Challenges: Smart Strategies for Investing and Insurance
Retirease Radio with Victor Medina CFP®, RICP®, CELA®
Join us today as we address some of the critical pillars of a successful retirement: investing, income, taxes, and estate planning. We’ll do this by tackling a few great questions from our listeners, offering clarity and strategic insights for your retirement journey. Whether you're worried about unexpected life insurance policy charges or seeking stability in volatile markets, we’re here to help you navigate these challenges with confidence. Here’s some of what we discuss in this episode: Why would your life insurance policy require you to start paying premiums again? Which...
info_outlineYogi Berra is one of the most quotable people to ever live. He could entertain even more than he could play baseball, and he was a really good catcher. Even as a Red Sox fan, Victor has an appreciation for many of the things Yogi said through the years.
When we look at some of his quotes through the right prism, they can teach us some lessons about financial planning. So that’s what we’ll try to do in this episode. We’ve pulled six great quotes that Yogi said through the years and we’ll going to make sense of them for what we do every day in retirement and estate planning.
Here are the quotes we’ll discuss in this episode:
- “I never said most of the things I said.”
- “A nickel ain’t worth a dime anymore.”
- “If you don’t know where you’re going, you might wind up some place else.”
- “When you come to a fork in the road, take it.”
- “The future ain’t what it used to be.”
- “It’s like déjà vu all over again.”
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/