Let's have another retirement planner chat with Victor Medina from Palante Wealth in this the 111th episode of the Retirement Planning Education Podcast.

Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, social security, Medicare, portfolio

withdrawal strategies, annuities, estate planning, and much more. And now here's your host, Andy Panko.

Hello everybody. How are you doing? Welcome back. I'm glad you're here. Thank you, as always,

for listening. Today is another chat with a fellow retirement planner. In this episode, I'll be talking with Victor Medina from Palante Wealth. He is based in New Jersey. So he and I have New Jersey blood. Go Bon Jovi. Go Springsteen. Go pork roll, I guess. Whatever else is uniquely in New Jersey. But no, this is a good one.

I won't spoil too much, but Victor has an interesting background with how he got into the business

of advising. A bit of a spoiler alert. He had, or still is, but he has a estate planning firm

that he started first. And then that kind of morphed

into also starting a financial advisory firm to give a broader set of services and more holistic

planning and services. So really cool background and interesting angle there. So I won't spoil

too much of it. It was a great chat. Happy Victor came on. I first came across him a handful of years ago, as I mentioned, in the episode when he has

a podcast and has had a podcast for a long time, I stumbled across it before I was even in the

business of being an advisor.

I was still in my corporate investment and risk management world.

And he had a great podcast.

Still has a great podcast. It's under a different name now, but great podcast that I learned a tremendous amount from

and quickly, greatly respected him and his knowledge and his view and approach towards things.

And he and I have sort of loosely been in touch since, been friends through the internet and some

social media platform since. I first met him in person

a month or so ago when he was giving an educational presentation, not too far. So I live in New Jersey.

It was in Pennsylvania, he was doing it about an hour away or so. And I showed up and sure enough,

he's, you know, he's everything I thought he was and wanted him to be. And it was a great,

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