Make It Last – Ep 135 – Bermuda, Bahama! Planning For Retirement Like We Do A Vacation

Mark & Victor start off the show talking a bit about Victor’s two companies: Medina Law Group & Palante Wealth Advisors. Find out what experience you would get if you called them at 856-506-8300.

It is vacation season and so much goes into planning our trips. In fact we usually spend more time planning our week long vacation than we do our, 20 year retirement. What should we be doing to prepare for retirement & the turbulence we might expect along the way?

Our mailbag question to end the show talks about one spouse not having a 401k, and the other spouse dying. Will that spouse be okay in retirement?

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). 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 Palante Wealth Advisors.

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

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 Boomers are often the talk of this show. But what should GenerationX be doing to prepare for retirement? How do they handle being the “sandwich generation” taking care of children, and parents?

The show ends with some mailbag questions including: “How can I figure out when I can/need to retire?”

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). 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 Palante Wealth Advisors.

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Make It Last – Ep 133 – Building Your Financial House

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 discuss how to avoid the potholes of inadequate retirement planning.

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). 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 Palante Wealth Advisors.

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Make It Last – Ep 132 – Life In Retirement

Victor & Mark discuss the different retirement accounts common today, and just how much you need to retire. Then, as much as we think about money, retirement is so much more. The pair talk about the fun, recreational side of retirement and the “slow-go,” years.

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). 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 Palante Wealth Advisors.

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

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 boomers can agree on is they want to make sure they live life at the highest level. One way to get there is by going to 920income.com and downloading our free guide: Will Your Money Last As Long As You Do.

For our Gen X’ers, retirement might be something you’re already thinking about but haven’t done anything yet. We recommend heading over to 920checklist.com, and downloading our free Checklist Challenge! This way you can be proactive take the right steps today for your future retirement down the road.

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). 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 Palante Wealth Advisors.

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

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 Security benefits is an important part of your retirement plan. Could you pass a basic quiz on current rules and requirements?  Mark and Victor discuss strategies for maximizing your benefits.

Then the guys play a game of “Would You Rather…?” to show how to clearly define your retirement goals.

Leave a review and give a 5-star rating on the Apple Podcast app. As always, share with a friend!

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). 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 Palante Wealth Advisors.

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

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 show ends with some more mailbag questions from listeners like you!
Go to 920taxes.com for a FREE Guide: Are You Paying Too Much In Taxes In Retirement?

Leave a review and give a 5-star rating on the Apple Podcast app. As always, share with a friend!

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). 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 Palante Wealth Advisors.

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Make It Last – Ep 128 – Planning for Retirement As World Gets More Expensive

Remember the days when gas was under $1.00 a gallon? The world continues to get more expensive, this we know. But how do we plan our retirement for future prices we are unaware of? Mark & Victor work through this question and then move into the “potholes” of retirement. How can we navigate around these potholes and gain confidence? Then, the show ends with listener sent in questions! Don’t want to miss this segment guided from listeners like you.

Leave a review and give a 5-star rating on the Apple Podcast app. As always, share with a friend!

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). 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 Palante Wealth Advisors.

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Make It Last – Ep 127 -Building a ‘Financial’ Home

This week Victor & Mark discuss building a financial home to get you through retirement. Victor knows a lot about building/restoring homes as he worked to restore his own home built in 1878! Also in this week’s episode is a walkthrough of “5 Things Your Kids Don’t Want,” & the practice of decluttering.

Leave a review and give a 5-star rating on the Apple Podcast app. As always, share with a friend!

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). 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 Palante Wealth Advisors.

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

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 things that could affect your finances and retirement plan.

The marginal gains theory, you might have heard of it, is concerned with small incremental improvements in any process, which, when added together, make a significant improvement. How does this apply to your retirement?

Then Victor & Mark give 5 ways to stay active, mentally & physically, in retirement.

If you call their number 856-506-8300, for a free copy of ANY of Victor’s 5 books in the Make It Last series. View the books & their description here:
https://amzn.to/3gQOaHA

Leave a review and give a 5-star rating on the Apple Podcast app. As always, share with a friend!

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). 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 Palante Wealth Advisors.

Podcast: Play in new window | Download

Subscribe: Android | RSS