Make It Last

Category: Estate Planning

  • Estate Planning
  • Social Security

Make It Last – Ep 166 – Expect the Unexpected

  • March 5, 2022

This week on Make It Last Victor will be discussing what the client experience is like and the role of our Director of Business & Client Strategy. He’ll also be talking about Social Security and…

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  • Estate Planning
  • Investing
  • IRAs
  • Medicare
  • Retirement Planning
  • Tax Planning

Make It Last – Ep 159 – The Great Resignation

  • January 15, 2022

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….

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  • Estate Planning
  • Financial
  • Retirement Planning
  • Social Security

Make It Last Radio – Ep 153 – Inflation: The Archenemy of Retirement Planning

  • November 13, 2021

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…

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  • Elder Law
  • Estate Planning
  • Financial
  • Financial Literacy
  • Retirement Planning

Make It Last – Ep 150 – The Big Bad Wolf

  • October 23, 2021

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,…

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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Make It Last – Ep 148 – Two By Four

  • October 9, 2021

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…

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  • Estate Planning
  • Financial
  • Financial Literacy
  • Retirement Planning

Make It Last – Ep 147 – The Sandwich Generation

  • October 2, 2021

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…

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  • Elder Law
  • Estate Planning
  • Financial
  • Financial Literacy
  • Investing
  • Long-Term Care
  • Retirement Planning
  • Social Security
  • Working with a Fiduciary

Make It Last – Ep 146 – It Pays to Keep An Open Mind

  • September 25, 2021

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…

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  • Elder Law
  • Estate Planning
  • Financial
  • Investing
  • Retirement Planning

Make It Last – Ep 145 – Mapping Out Your Road to Retirement

  • September 18, 2021

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…

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  • Elder Law
  • Estate Planning
  • Financial
  • Retirement Planning

Make It Last – Ep 144 – The Importance of Planning Ahead

  • September 11, 2021

This week on Make It Last, Victor explains the difference between an elder law attorney and a general law attorney. Then, Victor talks about all of the documentation you need in order to have a…

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  • Estate Planning
  • Financial
  • Retirement Planning

Make It Last – Ep 143 – Maintaining Your Mental Health in Retirement

  • September 4, 2021

This week on Make It Last Victor and Mark discuss how the Biden Administration’s plans to make tax changes within the estate planning world, and how it could affect you if you fail to make…

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