Questions You Need to Be Asking Yourself

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

Socrates said that “the unexamined life is not worth living.” And when it comes to financial planning, it’s important to examine yourself by pondering some of these important questions.

Today we’re going to share the questions that you need to be asking yourself and Victor will explain why each of these are important. Your answers and how you feel about each of these things can help us determine what is most important when building a financial plan.

Here are some of what we discuss in this episode:

• What financial issues do you worry about? (1:16)
• What do you desire the most? (3:48)
• How much of a risk taker am I when it comes to money? (6:06)
• Do I have any biases that affect my financial decisions? (9:05)
• What did I learn about money from my parents? (10:08)

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/