This week on Make It Last, Victor and Mark discuss why people are retiring early due to the pandemic.

They’ll also be talking about the advantages and disadvantages between personal retirement funds and pension plans.

What are required distributions? What do they mean? Why do we even care about required minimum distributions?

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

Are You Paying Too Much in Taxes in Retirement? Download the FREE Guide

Also available on SpotifyApple 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.

This week on Make It Last Victor gives advice on how to set healthy retirement goals, as well as how to achieve them.

He’ll also give you an inside look on what the new client process is like.

Finally, Mark and Victor wrap up the show with a conversation about health v.s. wealth, as well as the top 3 things people overlook when it comes to healthcare in retirement.

Also available on SpotifyApple 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.

This week on Make It Last Victor & Mark talk about to do with your 401k when you make a job change. Victor breaks down all of the options available to you as you sprint to the end.

They will also dive into what tools you need your retirement tool kit, and all of the reasons why it pays to keep an open mind when doing your legal and financial planning.

Finally, they’ll wrap things up by revealing Victor’s naughty/nice list!

Download your FREE Checklist Challenge

Also available on SpotifyApple 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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The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect.

Then, Baby Boomers are often the talk of this show. But what should Generation X be doing to prepare for retirement?

Finally, the show wraps up with a little segment called “Man or Woman 😉 ) on the Street!” Victor answers questions directly from people on the street.

Click here to watch Victor’s latest appearance on PIX11 News

Sound advice for holiday shoppers worried about shortages and high pricesfeaturing Financial Advisor Victor Medina on NY1 News

Click here to receive your Free Elder Law Guide!

Also available on SpotifyApple 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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This week on Make It Last, Mark and Victor will be discussing two crucial pieces of advice you need to know for holiday shopping, as well as the challenges the economy is facing and how they will affect you this holiday season.

They’ll also be discussing the psychology of money, both as a concept and as a book written by Morgan Housel. Victor explains the importance and value of having a financial advisor that will prevent you from making emotional decisions with your money.

Finally, Mark and Victor wrap things up with a little game of Taxes Trivia!

Click here to watch Victor’s latest appearance on PIX11 News

Sound advice for holiday shoppers worried about shortages and high prices featuring Financial Advisor Victor Medina on NY1 News

Click here to receive your Checklist Challenge!

Also available on SpotifyApple 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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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!

Also available on SpotifyApple 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.

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 SpotifyApple 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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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 SpotifyApple 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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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 SpotifyApple 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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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 SpotifyApple 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.

Full Transcription Below Continue reading →