The Client Review Process for Different Personalities

Retirease Radio with Victor Medina CFP®, RICP®, CELA®

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The So What from BCG

1
Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

18 dni temu18:09

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18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

rok temu 18:30

MP3•Źródło odcinka

We want to talk today about client reviews and how we approach them depending on the type of client we’re working with. Periodic reviews with certain clients can look very different from reviews with others, and we enjoy the variety of conversations we’ll have with folks.

We’ll have a little fun with this conversation by describing a handful of personalities and then have Victor explain what the reviews will consist of for each person. Plus, you’ll get a better idea of what our review process looks like in general and why it’s so important for us to provide continuing education for our clients.

Here’s some of what we discuss in this episode:

What we do for people who are very busy and don’t often have time to meet.
How we provide continuing education for people so that they feel comfortable with their plan.
How we work with someone who is emotional about money and the markets.
We want to stay objective and dispassionate with people who always seem to have major life events happening.
Providing support for people who worry a lot about money and what’s happening in the news.

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/

283 odcinków

#Fitness #Victor Medina #Retirement #Financialplanning #Retirease #Podcasting Education

The Client Review Process for Different Personalities

Retirease Radio with Victor Medina CFP®, RICP®, CELA®

published rok temu

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MP3•Źródło odcinka

Here’s some of what we discuss in this episode:

What we do for people who are very busy and don’t often have time to meet.
How we provide continuing education for people so that they feel comfortable with their plan.
How we work with someone who is emotional about money and the markets.
We want to stay objective and dispassionate with people who always seem to have major life events happening.
Providing support for people who worry a lot about money and what’s happening in the news.

About Retirease Radio:

Connect:

Medina Law Group: https://www.jerseyestateplanning.com/

Palante Wealth Advisors: https://palantewealth.com/

283 odcinków

#Fitness #Victor Medina #Retirement #Financialplanning #Retirease #Podcasting Education

Wszystkie odcinki

1
From Victims to Advocates (All About Internet Scams) 24:25

37 weeks temu24:25

24:25

If you are older and you have money, you are the prime target for financial scams, and there are a lot of them out there. What can you do to avoid becoming a victim and instead become an advocate for yourself and others? We’ll talk about that and tell you how to spot scams before they’re able to take advantage. This ‘elder fraud’ has been on the rise in recent years and the sad reality is people over the age lost $3.4 billion to scams in 2023, according to the FBI. There isn’t a week that goes that we don’t have someone telling us about their own personal experience of being targeted in one of these common scams, and things are only getting more sophisticated with the improvements in technology. Join us today to learn about the latest scams targeting retirees, how to protect your finances, and steps you can take to safeguard your retirement. Here’s some of what we discuss in this episode: 0:00 – Intro 1:20 – The amounts are staggering 3:55 – Why is the older demographic targeted? 7:10 – What to look out for 13:30 – Ways to protect yourself 18:50 – Become an advocate 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. Join and start receiving retirement tools: www.retirease.com Watch the show on YouTube: https://bit.ly/48pTfhf…

1
From "I Do" to "I Still Do 29:26

39 weeks temu29:26

29:26

As you approach retirement, one of the most significant changes you'll experience is the amount of time you spend with your spouse. After years of balancing work, raising children, and managing day-to-day responsibilities, retirement offers an opportunity to reconnect and rediscover each other. This transition, however, also comes with its own unexpected set of challenges. Today we’ll explore the complexities of marriage in retirement and offer actionable advice to help you navigate this new phase of life. By prioritizing communication, planning, and regular check-ins, you can navigate this transition successfully and enjoy a fulfilling and harmonious retirement with your spouse. Here’s what we discuss in this episode: 0:00 – Intro 3:07 – New set of challenges 5:48 – Getting on the same page 9:50 – Working towards a goal 14:14 – Meet and discuss consistently 19:09 – Our discussions with clients 24:39 – Actions you can take now 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. Join and start receiving retirement tools: www.retirease.com Watch the show on YouTube: https://bit.ly/48pTfhf…

1
Inside the World of Part-Time Travel Jobs 21:28

41 weeks temu21:28

21:28

Retirement is often seen as a time to relax and finally enjoy the fruits of decades of hard work. But for many retirees, the idea of completely stepping away from work is not appealing. Instead, they are finding ways to stay busy, contribute to their communities, and even enhance their retirement experience through part-time jobs. In this episode, we dive into the growing trend of retirees taking on part-time work. Whether it's out of financial necessity or a desire to stay active, many retirees are discovering that part-time jobs offer a host of benefits beyond just a paycheck. One fascinating story we discuss is that of a married couple who turned their part-time jobs in the travel industry into a way to fund their retirement adventures. But part-time work in retirement isn't just about financial benefits. It can also provide a sense of purpose and community. Many retirees find joy in volunteer work or mission-based travel, where they can use their skills and experience to make a positive impact on others. Whether it's coaching a sports team, teaching English abroad, or participating in church missions, these opportunities allow retirees to stay active and engaged while giving back. For those considering part-time work in retirement, flexibility is key. Having a solid financial plan in place can provide the freedom to choose jobs that are fulfilling and enjoyable, rather than out of necessity. At Palante Wealth, we emphasize the importance of comprehensive retirement planning, addressing not just finances but also health, relationships, and personal development. Here’s some of what we discuss in this episode: 0:00 – Intro 1:16 – Travel perks & part-time work 3:38 – Trend of older workers 7:52 – What clients typically do 12:01 – Two places to look for work 16:19 – Tips for finding work 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. Join and start receiving retirement tools: www.retirease.com Watch the show on YouTube: https://bit.ly/48pTfhf…

1
Unlocking the Zzzecrets to Quality Sleep 25:41

42 weeks temu25:41

25:41

May is ‘Better Sleep’ month and it’s no secret how important good sleep is to health, longevity and overall happiness. That’s especially true for retirees because as we get older, our sleep gets worse and worse. In this episode, we're discussing the often-overlooked aspect of retirement fulfilness: sleep quality. Join us with Victor as we discuss the importance of sleep for your health and happiness, share personal struggles and tips for better rest, and explore how sleep patterns change post-retirement. Don't miss out on understanding how to catch those elusive Z's and wake up to a more vibrant retirement. Here’s some of what we discuss in this episode: 0:00 – Intro 2:00 – Sleeping routine 4:49 – Health challenges 8:36 – Understanding sleep cycles 12:13 – What can you do? 15:24 – Committing to improvement 17:20 – Sleep technology 19:23 – What works? 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. Join and start receiving retirement tools: www.retirease.com Watch the show on YouTube: https://bit.ly/48pTfhf…

1
Super Nanny – The Critical Role Grandparents Play & the Benefits It Provides 23:08

46 weeks temu23:08

23:08

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 to pass on wisdom and create lasting memories with their grandchildren. Additionally, there are financial benefits, such as the ability to provide support and assistance to family members while still alive, and the potential for reduced expenses by engaging in activities with grandchildren that don't require significant spending. Join us as we talk about the important role that grandparents play and explain how it fits into our Retirease approach to retirement. Here’s some of what we discuss in this episode: 00:00 - Introduction and the Impact of Being a Grandparent on Retirement Success 01:44 - The Benefits of Active and Engaged Grandparenting 04:44 - Passing on Wisdom and Creating Lasting Memories 15:51 - Financial Benefits of Being a Grandparent See the study here: https://www.tandfonline.com/doi/full/10.1080/00324728.2023.2287493 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. Join and start receiving retirement tools: www.retirease.com Watch the show on YouTube: https://bit.ly/48pTfhf…

1
Back to Basics: Financial Literacy 101 38:33

48 weeks temu38:33

38:33

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 financial literacy were more confident in their retirement. We’ll journey through the critical elements of retirement planning, from understanding different types of IRAs to the intricacies of gift taxes. It's an engaging dialogue that isn’t meant to just inform but also inspire action. Here’s some of what we discuss in this episode: 0:00 – Intro 0:56 – Importance of financial literacy 2:35 – Study findings 8:40 – Correlation with earnings 11:58 – Retirement falls on you 19:10 – Traditional vs Roth IRA 23:32 – Retirement annuity 26:28 – After-tax accounts 18:08 – Mutual Funds and ETFs 31:13 – Gift tax 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. Join and start receiving retirement tools: www.retirease.com Watch the show on YouTube: https://bit.ly/48pTfhf…

1
Unlocking Your Retirement Potential: Goal Setting Strategies 33:22

50 weeks temu33:22

33:22

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 all out by providing you with an effective approach to setting and following through with the goals that you create. Here’s what we discuss in this video: 0:00 – Intro 2:38 – Goal setting into retirement 5:28 – Serves a bigger purpose 9:30 – Time and health 10:57 – Challenge of setting goals 13:35 – Categories of goals 19:36 – SMART approach to goal-setting 28:39 – Overcoming obstacles 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. Join and start receiving retirement tools: www.retirease.com Watch the show on YouTube: https://bit.ly/48pTfhf…

1
Age with Agility: Maximizing Health in Your Golden Years 26:16

1 year temu26:16

26:16

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 maximize their golden years. Discover practical strategies to enhance mobility and flexibility, including yoga and isometric exercises, and learn how these can be seamlessly integrated into your daily routine without the need for a gym. We also touch on the significance of diet and mental health in preventing chronic conditions and the surprising link between cognitive diseases and sugar intake. Our conversation is not just about planning for the future; it's about ensuring that future is as vibrant and fulfilling as possible. Here’s some of what we discuss in this episode: 0:00 - Intro 1:57 – Importance of health in retirement 5:24 – Ways to improve your health 11:48 – Common health concerns 17:19 – Steps to take today 21:21 – Accountability 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. Join and start receiving retirement tools: www.retirease.com Watch the show on YouTube: https://bit.ly/48pTfhf…

1
Making the Last Third of Your Life, The Best Third 23:29

1 year temu23:29

23:29

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 learn how Retirease helps you create a life in retirement instead of just letting retirement happen to you. Here’s some of what we discuss in this episode: 0:00 – Intro 2:29 – The Retirease mission 3:25 – How people view retirement 6:00 – How to take control of retirement 11:25 – When to start planning 16:02 – Be intentional about every area of retirement 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. Join and start receiving retirement tools: www.retirease.com Watch the show on YouTube: https://bit.ly/48pTfhf…

1
Welcome to Your Best Retirement 21:11

1 year temu21:11

21:11

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 Victor's extensive experience as a certified financial planner and elder law attorney, we illustrate the significance of community engagement and spirituality for a happy retirement. We also discuss the principles of personal development planning, setting achievable goals, and structuring a life that avoids stagnation. Here’s some of what we discuss in this episode: 0:00 – Intro 1:09 – The Vision for Retirease 5:09 – The different areas of retirement 11:20 – Prioritizing these areas 14:26 – Holistic approach to planning 17:10 – What can you expect from future shows? 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. Join and start receiving retirement tools: www.retirease.com Watch the show on YouTube: https://bit.ly/48pTfhf…

1
Financial Planning for Life’s Unexpected Events 14:24

1 year temu14:24

14:24

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 don’t have to worry about being caught off-guard financially. Here’s some of what we discuss in this episode: If you’re leaving an old job, discuss what to do with the assets in your old employer’s retirement account. Then look for Roth options with the new company. What are you facing if you get laid off or fired unexpectedly? The financial burden that comes along with the death of a spouse. 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/…

1
New Year Financial Resolutions 19:54

1 year temu19:54

19:54

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 annual goal-setting. How to stop being so disorganized with your finances. Take the time to understand what you’re invested in. Stop giving away your retirement savings in the form of hidden fees and expenses. Stop taking on unnecessary risk. Get on the same page with your spouse when it comes to your finances. 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/…

1
Mailbag: Healthcare Costs, Retirement Savings Target, and Estate Disputes 13:52

1 year temu13:52

13:52

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/…

1
Navigating Retirement Challenges: Smart Strategies for Investing and Insurance 10:34

1 year temu10:34

10:34

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 investments you should consider if you can’t tolerate the volatility in the market. Ways to supplement your income if you reduce your work hours. 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/…

1
Financial Mailbag: Gifts to Children, Roth Conversions, & Life Insurance 12:56

1 year temu12:56

12:56

It’s time to open up the mailbag on the show and answer a few financial questions that we’ve gotten recently. Listen as Victor addresses situations dealing with helping your adult children financially, making Roth conversions, and determining how much life insurance is needed. Today’s show will cover three topics that almost everyone will face so this conversation should be very insightful. Victor will share his approach to each of these scenarios and explain how he works through them with clients to find the best strategy moving forward. Here’s some of what we discuss in this episode: What’s the best way to help an adult child financially? Is it college funds, daycare, retirement, or something else? What you need to consider before converting a large amount of money into a Roth How much life insurance do you need to have on the main breadwinner of the family? 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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Podcasty warte posłuchania

1
Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

Retirease Radio with Victor Medina CFP®, RICP®, CELA® « »
The Client Review Process for Different Personalities

The Client Review Process for Different Personalities

Podcasty warte posłuchania

Wszystkie odcinki

1
From Victims to Advocates (All About Internet Scams) 24:25

1
From "I Do" to "I Still Do 29:26

1
Inside the World of Part-Time Travel Jobs 21:28

1
Unlocking the Zzzecrets to Quality Sleep 25:41

1
Super Nanny – The Critical Role Grandparents Play & the Benefits It Provides 23:08

1
Back to Basics: Financial Literacy 101 38:33

1
Unlocking Your Retirement Potential: Goal Setting Strategies 33:22

1
Age with Agility: Maximizing Health in Your Golden Years 26:16

1
Making the Last Third of Your Life, The Best Third 23:29

1
Welcome to Your Best Retirement 21:11

1
Financial Planning for Life’s Unexpected Events 14:24

1
New Year Financial Resolutions 19:54

1
Mailbag: Healthcare Costs, Retirement Savings Target, and Estate Disputes 13:52

1
Navigating Retirement Challenges: Smart Strategies for Investing and Insurance 10:34

1
Financial Mailbag: Gifts to Children, Roth Conversions, & Life Insurance 12:56

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Retirease Radio with Victor Medina CFP®, RICP®, CELA® « » The Client Review Process for Different Personalities

The Client Review Process for Different Personalities

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Retirease Radio with Victor Medina CFP®, RICP®, CELA® « »
The Client Review Process for Different Personalities