Category: Tax Planning

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…

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…

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…

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…

Make It Last – Ep 126 – Marginal Gains & 5 Ways To Stay Active In Retirement

May 1, 2021

Victor & Mark begin the show talking about how are current political environment could impact your retirement. U.S. debt, low interest rates, household goods prices rising, & a change in taxes are just a couple…

Make It Last – Ep 51 – 10 Ways Your Retirement Income Is Taxed

April 14, 2018

Podcast: Play in new window | Download

Subscribe: RSS

When you’re in retirement, one of the biggest bites out of your spending money is income tax. What you are invested in, and where that investment is, can make a huge difference in whether your money will last as long as you need it. In this episode, we cover 10 ways your retirement income is taxed.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. 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 Private Client Capital Group.

Click below to read the full transcript…

Continue reading →

Podcast: Play in new window | Download

Subscribe: RSS

Make It Last – Ep 39 – Tax Reform Deep Dive for Retirees

January 13, 2018

Podcast: Play in new window | Download

Subscribe: RSS

This week, Victor takes a deep dive on the new tax law, especially the way it affects retirees. Only 30 minutes in this show, so if you want more information, register for an upcoming workshop by subscribing to our newsletter at victor@jerseyestateplanning.com.

For more information, visit Medina Law Group or Private Client Capital Group.

Click below to read the full transcript…

Continue reading →

Podcast: Play in new window | Download

Subscribe: RSS

Make It Last – Ep 38 – New Tax Law Overview Pt 1 & Should You Trust Computer Model “Buy/Sell” Recommendations

January 6, 2018

Podcast: Play in new window | Download

Subscribe: RSS

This week, Victor covers a news story where a computer model made a 4-year error on a buy-sell stock recommendation. Also, there’s a new tax law…have you heard? This week, Part 1 of our overview.

For more information, visit Medina Law Group or Private Client Capital Group.

Click below to read the full transcript…

Continue reading →