Make It Last

Category: Retirement Planning

  • 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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  • Financial Literacy
  • Retirement Planning
  • Social Security

Make It Last – Ep 142 – Social Security: The Best Plan Going Forward

  • August 28, 2021

This week on Make It Last Victor and Mark give you a little insight into who Victor is and how he got to where he is now. Then, Victor and Mark go on to discuss…

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

Make It Last – Ep 141 – The Go-Go, Slow-Go, & No-Go Years

  • August 21, 2021

This week on Make It Last, Mark and Victor discuss financial literacy and how the education system has failed in teaching it. Then, Victor goes on to discuss the challenges behind guiding his clients through…

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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
  • Financial Literacy
  • Retirement Planning
  • Social Security

Make It Last – Ep 139 – Building Your Financial House Part 2

  • August 7, 2021

On this week’s episode of Make It Last Victor & Mark give us a special “Part 2” to Episode 133 “Building Your Financial House.” You already have the foundation, but what’s a house without walls and…

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  • Estate Planning
  • Retirement Planning

Make It Last – Ep 138 – How Much Money You Need For Retirement

  • July 31, 2021

This week Mark and Victor discuss how much money you need for retirement and how to make sure it will last. Go to 920taxes.com for the free guide: “Are You Paying Too Much In Taxes…

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  • IRAs
  • Medicare
  • Personal
  • Retirement Planning

Make It Last – Ep 134 – Wealth Looks Different & Sandwich Generation

  • July 3, 2021

The pandemic has changed Americans’ perspective on wealth. In a recent survey, the amount of money people think they need to be comfortable has dropped. What does this mean for your retirement savings? Then, Baby…

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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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