Make It Last

Category: Investing

  • 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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  • Financial
  • Financial Literacy
  • Investing

Make It Last – Ep 155 – Rockin’ Around the (Money) Tree

  • December 4, 2021

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…

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  • Financial
  • Financial Literacy
  • Investing
  • Medicare
  • Retirement Planning
  • Tax Planning
  • Working with a Fiduciary

Make It Last – Ep 152 – Cozy with Healthcare

  • November 6, 2021

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…

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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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  • Estate Planning
  • Financial
  • Investing
  • Retirement Planning

Make It Last – Ep 140 – Our Clients Are Family

  • August 14, 2021

This week Victor and Mark discuss the client experience at Medina Law Group & Palante Wealth, and what we can provide to you! Then, Victor gives a heartwarming narrative about his employees who make Medina…

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

Make It Last – Ep 133 – Building Your Financial House

  • June 26, 2021

In this episode, Victor & Mark discuss building the financial house that will get you through retirement and how to make sure your retirement plan can withstand the test of time.  Then, the pair will…

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

Make It Last – Ep 131 – Retirement For Baby Boomers & Gen X

  • June 12, 2021

Make It Last is back with a brand new episode this week! They say 10,000 Baby Boomers are retiring every day, and their retirement looks a lot different than their parents’ did. One thing baby…

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  • Investing
  • IRAs
  • Retirement Planning
  • Social Security
  • Tax Planning

Make It Last – Ep. 130 – Getting Clear About Your Retirement Goals and How to Reach Them

  • May 29, 2021

Mark and Victor start the show with the question, “Are your retirement goals as detailed as your summer vacation plans?” and emphasize the importance of preparing for life after work. Making the most of Social…

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  • Financial
  • Investing
  • IRAs
  • Tax Planning

Make It Last – Ep 129 – High Tax Rates & Inflation in Retirement

  • May 22, 2021

Before we had IRAs & 401(k)s, taxes were lower in retirement. That’s certainly not the case anymore. This week Victor & Mark tackle taxes in retirement as well has how inflation impacts your retirement. The…

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  • Make It Last – Ep 176 – How to Install Retirement Guardrails
  • Make It Last – Ep 175 – The Time Machine
  • Make It Last Radio – Ep 174 – Let’s Get to Building
  • Make It Last – Ep 173 – Even Prince Needs a Plan
  • Make It Last – Ep 172 – Retirement Can Be Taxing

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