Make It Last – Ep 102 – Top Strategies for Making Your Money Last In Retirement

Podcast: Play in new window | Download

Subscribe: RSS

Lottery winners often spend all of their winnings within 5 years of getting the money. Why? Because they failed to have a plan. Don’t let that happen to you. In this episode, Victor shares top strategies for making sure you have the best chance of making your money last in retirement.

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.

Click below to read the full transcript…

Continue reading →

Podcast: Play in new window | Download

Subscribe: RSS

Make It Last – Ep 101 – Tax Tips For Retirees & 7 Deadly Sins Boomers Make In Retirement

Podcast: Play in new window | Download

Subscribe: RSS

Just like everything else in retirement, income taxes need to be preplanned. The first half of the show, Victor will cover how you can be most prepared for your 2019 income taxes, especially with this new tax law. If you want even more information on how you can be most prepared for 2019 tax season, text INVITE to 609-554-5936 and you will receive an invitation to Medina Law Group & Palante Wealthe Advisor’s 2019 Tax Planning Lunch & Learn on April 29th at 12pm.

In the second half of the show, Victor shares some insight on how to can avoid these 7 deadly retirement sins, baby boomers have reportedly been committing.

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.

Click below to read the full transcript…

Continue reading →

Podcast: Play in new window | Download

Subscribe: RSS