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

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

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