Make It Last – Ep 128 – Planning for Retirement As World Gets More Expensive

Remember the days when gas was under $1.00 a gallon? The world continues to get more expensive, this we know. But how do we plan our retirement for future prices we are unaware of? Mark & Victor work through this question and then move into the “potholes” of retirement. How can we navigate around these potholes and gain confidence? Then, the show ends with listener sent in questions! Don’t want to miss this segment guided from listeners like you.

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.

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Make It Last – Ep 127 -Building a ‘Financial’ Home

This week Victor & Mark discuss building a financial home to get you through retirement. Victor knows a lot about building/restoring homes as he worked to restore his own home built in 1878! Also in this week’s episode is a walkthrough of “5 Things Your Kids Don’t Want,” & the practice of decluttering.

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.

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Make It Last – Ep 126 – Marginal Gains & 5 Ways To Stay Active In Retirement

Victor & Mark begin the show talking about how are current political environment could impact your retirement. U.S. debt, low interest rates, household goods prices rising, & a change in taxes are just a couple things that could affect your finances and retirement plan.

The marginal gains theory, you might have heard of it, is concerned with small incremental improvements in any process, which, when added together, make a significant improvement. How does this apply to your retirement?

Then Victor & Mark give 5 ways to stay active, mentally & physically, in retirement.

If you call their number 856-506-8300, for a free copy of ANY of Victor’s 5 books in the Make It Last series. View the books & their description here:
https://amzn.to/3gQOaHA

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.

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Make It Last – Ep 125 – Get To Know Medina Law Group & Palante Wealth Advisors

This week, Victor gets personal as he shares about his companies: Medina Law Group & Palante Wealth Advisors. Learn all about the office, the team members, and the process itself that gets you ready for retirement. Victor is a Certified Elder Law Attorney (CELA®), as well as a CERTIFIED FINANCIAL PLANNER™ so his companies work together, to give you a full retirement plan that works when you need it.

If you’re interested in a complimentary consultation, reach out to us at 856-506-8300.

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.

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Make It Last – Ep 124 – Making Things Easier For Your Family & Retirement Tools Are Not Enough To Help You

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This week, Victor & Mark begin the show talking about how important estate planning is, if you want to make things easier for your loved ones who you leave behind. Then, there are a lot of retirement tools out there like 401ks and Roth IRAs – are they enough for your future? Finally, the pair discuss the different types of financial advisors out there, & the 3 Worlds of Money.

Bonus: Victor ends the show talking a little more in depth about his family at home!

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

If you’re interested in a complimentary consultation, reach out to us at 856-506-8300.

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.

Full Transcript Below

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Make It Last – Ep 123 – We’re Back! Plus, March Madness & Retirement “Turbulence” You Should Fly Around

Make It Last is back and better than ever! The show is back on a new station, 920AM at 10:00am, every Saturday morning. Alongside my new co-host, Mark Elliot, I am back covering everything from how current events could affect your savings to strategies to maximize your retirement income. As you know (since you’re here) we save the show and put it out as a podcast each week. Today’s episode we are covering March Madness & how it is like retirement as well as what areas of retirement “turbulence” you should fly around.

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

If you’re interested in a complimentary consultation, reach out to us at 856-506-8300.

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 122 – The Most Important Lesson You Need To Learn

If Victor had one lesson to give, for one show only, it’s in this episode. This week, Victor goes back to how different recording his very first show was and talks about what the future might hold. He then leaves you with what he believes to be the top lesson you can hear; the very best information he has on these topics that make up Make It Last.

Subscribe to Make It Last on Apple Podcasts, Spotify, or wherever you listen to the show so that you can be alerted when a new show/series has premiered! On those platforms is where you will find new, more focused shows and series.

Make It Last: Empowering Women In Retirement is the latest edition to Victor’s book series. Get your copy over at Amazon in either print or e-book. Join us as we celebrate with a Book Launch Party on November 14th, 2019 at Amalfi’s in Lawrenceville, NJ from 4:30-6:30. Head to mlg-book-launch.eventbrite.com to claim your spot!

Thank you for your support and dedication these last few years. We will see you soon.

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.

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Make It Last – Ep 121 – Empowering Women In Retirement, New Laws on Electronic Wills, Surrender Charges in Annuities, & (Almost) Goodbye

This week, Victor breaks the news that he will be ending the radio show. But before everyone gets too tearful, this is not a hard goodbye. Make sure to subscribe to the show on Spotify, Apple Podcasts, as well as on your Android device so you can be right back with us when we launch into future content with new segments and new series.

Victor then talks about his newest book: Empowering Women In Retirement. He talks about why he was led to write this book and some of the great chapters inside. Victor also invites YOU to his book launch party at Amalfi’s in Lawrenceville on November 14th. He’s covering food and the books but is asking for $10 donations for each copy, that will all go completely to WomanSpace. WomanSpace is an organization here in Mercer County that helps women, men, and families impacted by domestic violence. If you work for an organization who would benefit from having Victor come talk about the book, reach out to us at 609-818-0068.

Finally, Victor dives into some financial and legal topics. First up, he discuses the new laws that are allowing people to create and sign wills online. While the Internet has allowed for many simplicities in our lives – is it really good for our planning? Victor discusses the positives and negatives of the new trend. Then Victor ends the show discussing surrender charges in annuities and whether they are worth paying to get out of a situation.

Like this episode? 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.

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Make It Last – Ep 120 – Annuity Application Walk-Through & Funeral Representatives

This week, Victor begins the show discussing funeral representatives and how laws have changed how it works today. Then, Victor switches gears and walks through an annuity application: how was it put together and what should you be looking for?

If you’re interested in attending our October 21st or October 29th seminar all around wills and trusts at Rider University, text the word INVITE to 609-554-5936. Or you can call the office at 609-818-0068, and we can get you on the list!

Like this episode? 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.

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Make It Last – Ep 119 – Legal Risks of Living Together Unmarried After 50, Self Directed Investments, & Pension Buy-Outs

A potpourri of topics this week. In this episode, Victor explains the legal risks of living together, unmarried, after age 50. Estate planning laws favor couples who are married so what does that mean for everyone else? Then, Victor discusses an article that talks about the difference between people who are self directed in their investments and those who work with an advisor. Finally, Victor finishes the show with whether a pension buy-out is right for you.

If you’re interested in attending our October 21st or October 29th seminar all around wills and trusts at Rider University, text the word INVITE to 609-554-5936. Or you can call the office at 609-818-0068, and we can get you on the list.

Like this episode? 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