Make It Last – Ep 196 – The Ol’ 60/40 Rule

What’s going on with inflation, interest rates, and the markets? Listen to this week’s episode of Make It Last to get the latest updates on todays economy. 

Stocks and bonds are down at the same time for the third time in history. Victor and Mark will discuss why that is, and what it means for the U.S. economy.

They’ll also be talking about the old 60/40 rule and how the formula to retirement success has changed.

Are You Paying Too Much In Taxes In Retirement? Click here to find out.

We help you take control of your financial future, visit www.palantewealth.com to learn more!

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last 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.

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Make It Last – Ep 195 – Third Times a Charm?

Stocks and bonds are down at the same time for the third time in history. Victor and Mark will discuss why that is, and what it means for the U.S. economy.

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.

Are You Paying Too Much In Taxes In Retirement? Click here to find out.

We help you take control of your financial future, visit www.palantewealth.com to learn more!

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last 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.

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Make It Last – Ep 194 – Small Talk for Small Business Owners

This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect.

They’ll also be talking about small business owners and the unique challenges and concerns they face when preparing for retirement.

Finally, they’ll wrap the show up with “the mailbag” question segment.

Are You Paying Too Much In Taxes In Retirement? Click here to find out.

We help you take control of your financial future, visit www.palantewealth.com to learn more!

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last 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.

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Make It Last – Ep 193 – The Art of Decluttering

This week on Make It Last, we’ll be talking about growth & safety.  The first half of 2022 led us into uncharted territory as inflation skyrocketed. Victor shares his thoughts on how he thinks the rest of the year will play out.

Do you know how to down size? Victor & Mark will be talking about to be better organized and not be overwhelmed by old financial paperwork.

Finally, they’ll wrap things up with a game of ‘Yay or Nay’!

Are You Paying Too Much In Taxes In Retirement? Click here to find out.

We help you take control of your financial future, visit www.palantewealth.com to learn more!

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last 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.

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Make It Last – Ep 192 – Are You Smarter Than a Financial Advisor?

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!

They’ll also be talking about the psychology of money and why it’s important to utilize your “street smarts” to get the most out of your investment journey.

Finally, they’ll wrap the show up with “the mailbag” question segment.

Are You Paying Too Much In Taxes In Retirement? Click here to find out.

We help you take control of your financial future, visit www.palantewealth.com to learn more!

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last 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.

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Make It Last – Ep 191 – The Upside of a Downturn

This week on Make It Last, Victor & Mark will be talking about two major opportunities that can happen for retirement planning during a market downturn. Victor will also give you his top tips for starting a conversation with loved ones around estate and legacy planning. Finally, they’ll wrap the show up with “the mailbag” question segment.

Are You Paying Too Much In Taxes In Retirement? Click here to find out.

We help you take control of your financial future, visit www.palantewealth.com to learn more!

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last 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.

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Make It Last – Ep 190 – Stretch Your IRA

In this episode, Victor & Mark discuss building the financial house that will get you through retirement and all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down.

Today, most retirees aren’t receiving employer provided assistance for their retirement. Listen to this episode to learn more about tax planning around 401ks, 403bs, and IRAs so you can make your money last!

They’ll wrap things up by playing a game of “Yay or Nay!”

Are You Paying Too Much In Taxes In Retirement? Click here to find out.

We help you take control of your financial future, visit www.palantewealth.com to learn more!

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last 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.

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Make It Last – Ep 189 – We Need to Talk…

This week on Make It Last, get Victor’s take on the Fed’s most recent interest rate hike.

Victor will also give you his top tips for starting a conversation with loved ones around estate and legacy planning.

Finally, the show wraps up with “the mailbag” question segment.

Are You Paying Too Much In Taxes In Retirement? Click here to find out.

We help you take control of your financial future, visit www.palantewealth.com to learn more!

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last 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.

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Make It Last – Ep 188 – The Secret to Financial Success

This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect.

They’ll also be talking about one of the greatest secrets you could learn to achieve financial success.

Finally, the show will wrap up with a game of “Would You Rather?”

Are You Paying Too Much In Taxes In Retirement? Click here to find out.

We help you take control of your financial future, visit www.palantewealth.com to learn more!

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last 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.

Podcast: Play in new window | Download

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Make It Last – Ep 187 – Finance & Street Smarts

This week on Make It Last, Victor and Mark will be talking about baby-boomers and how the current market fluctuations are affecting them. 

They’ll also be talking about the psychology of money and why it’s important to utilize your “street smarts” to get the most out of your investment journey.

They’ll wrap things up by talking about how to plan for your final wishes, and why it’s important for your family after you’re gone.

Are You Paying Too Much In Taxes In Retirement? Click here to find out.

We help you take control of your financial future, visit www.palantewealth.com to learn more!

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last 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.

Podcast: Play in new window | Download

Subscribe: RSS