Make It Last – Ep 154 – The Insurance World

This week on Make It Last, Victor breaks down the process he uses with clients to ease their worries about their income in retirement.

Then, he and Mark go on to discuss the insurance world, and how it can benefit retirees.

Finally, they’ll wrap things up with a game of “Inflation Trivia!”

Click here to watch Victor’s latest appearance on NY1 News!

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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 Radio – Ep 153 – Inflation: The Archenemy of Retirement Planning

This week on Make It Last Mark and Victor will be talking about what the client experience is like at MLG, and why estate plans aren’t just for the wealthy.

Why you might have less than when you started retirement, and why you should be worried about retiring on a fixed income. How to battle inflation and make your money last as long as you need it to.

Finally, Mark and Victor wrap things up with a Q&A from people in the community!

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 152 – Cozy with Healthcare

This week on Make It Last Victor explains the importance of utilizing your financial advisor (in hand with your Accountant) to proactively do your tax planning.

Let’s get familiar with healthcare. Most people are unfamiliar with the ins and outs of healthcare in retirement. Not to worry! Victor will give you the full breakdown so you can get cozy with your healthcare strategy!

Speaking of strategy, Victor will explain the importance of building a relationship with an investment advisor early in retirement…despite managing your investments on your own. Don’t leave your family hanging!

To access additional information, please visit: Don’t Let a Health Crisis Threaten Your Retirement

Don’t let Retirement Taxes derail your retirement! Please visit Are You Paying Too Much In Taxes In Retirement? to download your FREE Guide

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 151 – Inflation + Social Security Increase

Recent numbers have come out putting inflation at 5% for September, and there’s a 5.9% increase to Social Security predicted for January 2022. While some are rejoicing, there is definitely a flip side to this news as well. Victor & Mark talk about what’s driving this higher inflation, how it’s related to the increase in Social Security, and how your plans are impacted.

Victor takes his own checklist challenge, and shows you how he prepares to make your perfect Make It Last Plan.

Finally, let’s talk estate planning. What are all of the documents you need in order to have a successful estate plan?

To access additional information, please visit Checklist Challenge to download your FREE Checklist

Don’t let Retirement Taxes derail your retirement! Please visit Are You Paying Too Much In Taxes In Retirement? to download your FREE Guide

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 150 – The Big Bad Wolf

You already have the foundation, but what’s a house without walls and a roof? Victor gives you all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down.

Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life -the Go-Go Years, the Slow-Go years, and the No-Go years.

Find out how the Biden Administration’s plans to make tax changes affect the estate planning world, and how it could affect you if you fail to make your own plan.

To access additional information, please visit: Don’t Let a Health Crisis Threaten Your 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 149 – The Tour de France

This week on Make It Last, Mark and Victor will be discussing the Tour de France! How the Marginal Gains Theory helped France win, and if you can use the same theory to plan a successful retirement.

They’ll also be discussing the importance of getting to know your attorney, and why it’s important to discuss your goals with someone you know and trust.

There is power through education. It’s one of many keys that helps you create a unique and customized retirement plan.

Going through the motions? They’ll also be discussing the identity crisis that can come with the end of your career.

CLAIM YOUR FREE COPY of any book in the Make It Last Series by calling (856) 506-8300.

To access additional information, please visit Are You Paying Too Much In Taxes 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 148 – Two By Four

This week on Make It Last, Victor and Mark will be discussing two major topics: What are the 4 things that all successful retirees have in common, and what are the 4 major costs of estate planning?

Once you have these two questions answered, you’ll be able to successfully strength test your retirement and estate plans.

House Dem’s presented a new tax bill…how will this affect you? Find out all of this and more on this week’s episode of Make It Last.

To access additional information, please visit Are You Paying Too Much In Taxes 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 147 – The Sandwich Generation

Ever wonder about COVID’s affect on retiree’s? This week Victor and Mark discuss how the 3 million Baby Boomer’s that retired in the past year have affect on the U.S. economy.

What is the sandwich generation? Similar to the meat in an actual sandwich, they’re stuck in the middle…in the middle of raising their kids and taking care of their parents that is.

Victor gives Gen X some serious retirement advice you won’t want to miss on this week’s episode of Make It Last…

For more information, please visit 920taxes.com

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 146 – It Pays to Keep An Open Mind

This week on Make It Last Victor and Mark discuss the client experience at Medina Law Group and what to expect when you sit down with the team.

Then, Victor explains all of the reasons why it pays to keep an open mind when doing your legal and financial planning.

He also talks about the benefits of having an independent financial advisor.

To access additional information, please visit: Are You Paying Too Much In Taxes In Retirement?’ Free Guide

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 145 – Mapping Out Your Road to Retirement

This week on Make It Last Victor and Mark discuss different factors to consider when mapping out your road to retirement.

Potholes in retirement- what are the things you can’t see coming/can’t avoid and how do you plan around them?

Utilizing the right navigation system- how an experienced attorney acts like a personal GPS.

What are some guardrails that you can put on your retirement plan to make sure you feel safe and confident?

Find all of this and more on this week’s episode of Make It Last.

To access additional information, please visit: Are You Paying Too Much In Taxes In Retirement?’ Free Guide

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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