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Category: Investing

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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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  • Elder Law
  • Estate Planning
  • Financial
  • Investing
  • Retirement Planning
  • Working with a Fiduciary

Make It Last – Ep 119 – Legal Risks of Living Together Unmarried After 50, Self Directed Investments, & Pension Buy-Outs

  • October 9, 2019

A potpourri of topics this week. In this episode, Victor explains the legal risks of living together, unmarried, after age 50. Estate planning laws favor couples who are married so what does that mean for…

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  • Investing
  • Retirement Planning

Make It Last – Ep 117 – How Much Money You Need To Retire

  • September 18, 2019

Is $1 million the magic number you need to retire? In this week’s episode, Victor challenges conventional wisdom and makes a point that you might not need as much money to retire as you’re being…

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  • Investing
  • Retirement Planning

Make It Last – Ep 116 – Which Retirement Vehicle Is Right For You?

  • September 11, 2019

Sometimes it’s hard to tell where we should be focusing our investments. In this episode of Make It Last, Victor talks through which retirement vehicle is right for you; focusing primarily on 401K plans and…

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Recent Posts

  • Ep 214: Why the Customer Isn’t Always Right in Financial Planning
  • Ep 213: What’s the Difference?
  • Ep 212: This One’s On The House… Factoring Your House Into Your Financial Plan
  • Ep 211: Repurposing Your Old Financial Accounts
  • Ep 210: Fear, Anger, and Blissful Ignorance: Coping with Market Turbulence

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