Make It Last – Ep 138 – How Much Money You Need For Retirement

This week Mark and Victor discuss how much money you need for retirement and how to make sure it will last.

Go to 920taxes.com for the free guide: “Are You Paying Too Much In Taxes In Retirement?”

Then, they will dive into what tools you need your retirement tool kit and an exciting game of “Would You Rather?”

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

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Make It Last – Ep 137 – Inflation & Estate Planning Is About Relationships…Not Money

The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor & Mark discuss inflation and what it means for your retirement savings. Things cost a certain price now but could very well raise in the future. How can we prepare for this?

Often people think estate planning or retirement planning is for rich people. But it’s for everyone. It’s not so much about money but about relationships.

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

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Make It Last – Ep 136 – U.S. Gets A Failing Grade in Financial Literacy

Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand!

Victor is offering his book: Empowering Women in Retirement for FREE to any woman (Sorry men) Just call us at 856-506-8300 and tell us you want it! You can check out the book & its description here: https://amzn.to/2UQ6ffM

Then, the guys discuss how making marginal gains in your retirement planning can make all the difference. The show ends with ways you can stay active in retirement.

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

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Make It Last – Ep 135 – Bermuda, Bahama! Planning For Retirement Like We Do A Vacation

Mark & Victor start off the show talking a bit about Victor’s two companies: Medina Law Group & Palante Wealth Advisors. Find out what experience you would get if you called them at 856-506-8300.

It is vacation season and so much goes into planning our trips. In fact we usually spend more time planning our week long vacation than we do our, 20 year retirement. What should we be doing to prepare for retirement & the turbulence we might expect along the way?

Our mailbag question to end the show talks about one spouse not having a 401k, and the other spouse dying. Will that spouse be okay in retirement?

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

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Make It Last – Ep 134 – Wealth Looks Different & Sandwich Generation

The pandemic has changed Americans’ perspective on wealth. In a recent survey, the amount of money people think they need to be comfortable has dropped. What does this mean for your retirement savings?

Then, Baby Boomers are often the talk of this show. But what should GenerationX be doing to prepare for retirement? How do they handle being the “sandwich generation” taking care of children, and parents?

The show ends with some mailbag questions including: “How can I figure out when I can/need to retire?”

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

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Make It Last – Ep 133 – Building Your Financial House

In this episode, Victor & Mark discuss building the financial house that will get you through retirement and how to make sure your retirement plan can withstand the test of time.  Then, the pair will discuss how to avoid the potholes of inadequate retirement planning.

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

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Make It Last – Ep 132 – Life In Retirement

Victor & Mark discuss the different retirement accounts common today, and just how much you need to retire. Then, as much as we think about money, retirement is so much more. The pair talk about the fun, recreational side of retirement and the “slow-go,” years.

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

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Make It Last – Ep 131 – Retirement For Baby Boomers & Gen X

Make It Last is back with a brand new episode this week! They say 10,000 Baby Boomers are retiring every day, and their retirement looks a lot different than their parents’ did. One thing baby boomers can agree on is they want to make sure they live life at the highest level. One way to get there is by going to 920income.com and downloading our free guide: Will Your Money Last As Long As You Do.

For our Gen X’ers, retirement might be something you’re already thinking about but haven’t done anything yet. We recommend heading over to 920checklist.com, and downloading our free Checklist Challenge! This way you can be proactive take the right steps today for your future retirement down the road.

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

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Make It Last – Ep. 130 – Getting Clear About Your Retirement Goals and How to Reach Them

Mark and Victor start the show with the question, “Are your retirement goals as detailed as your summer vacation plans?” and emphasize the importance of preparing for life after work.

Making the most of Social Security benefits is an important part of your retirement plan. Could you pass a basic quiz on current rules and requirements?  Mark and Victor discuss strategies for maximizing your benefits.

Then the guys play a game of “Would You Rather…?” to show how to clearly define your retirement goals.

Leave a review and give a 5-star rating on the Apple Podcast app. As always, share with a friend!

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Podcast: Play in new window | Download

Subscribe: Android | RSS

Make It Last – Ep 129 – High Tax Rates & Inflation in Retirement

Before we had IRAs & 401(k)s, taxes were lower in retirement. That’s certainly not the case anymore. This week Victor & Mark tackle taxes in retirement as well has how inflation impacts your retirement. The show ends with some more mailbag questions from listeners like you!
Go to 920taxes.com for a FREE Guide: Are You Paying Too Much In Taxes In Retirement?

Leave a review and give a 5-star rating on the Apple Podcast app. As always, share with a friend!

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Podcast: Play in new window | Download

Subscribe: Android | RSS