Make It Last – Ep 144 – The Importance of Planning Ahead

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 sustainable retirement plan.

Find out why it’s important that you establish a plan before taxes (potentially) go up in 2026.

To access additional information, please visit:

‘Will Your Money Last As Long As You Do?’ Free Guide

‘Are You Paying Too Much In Taxes In Retirement?’ Free Guide

‘Don’t Let a Health Crisis Threaten Your Retirement’ Elder Law Free Guide

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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.

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Make It Last – Ep 143 – Maintaining Your Mental Health in Retirement

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 your own plan.

Then, Victor talks about the importance of maintaining your mental health in retirement, and finding your purpose outside of your career.

Finally, buckle-up for a trip back to 1990! Victor and Mark will make some significant financial/retirement comparisons between then and now.

920taxes.com

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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.

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

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 Social Security and how it is, in essence, the corner stone of your retirement plan.

Finally, the guys wrap up the show with a fun game of “Would You Rather?”

920income.com

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.

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

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 their estate planning and the three stages of life -the Go-Go Years, the Slow-Go years, and the No-Go years.

Did your parents leave you stuff you didn’t want after they passed? Victor and Mark discuss all of the stuff they would put in their “Keep” and “Throw-Away” piles.

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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.

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Make It Last – Ep 140 – Our Clients Are Family

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 Law Group & Palante Wealth Advisors feel like family.

Finally, Victor gives us more info about how he can help you clean out your financial junk drawer and get your legal ducks in a row.

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.

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

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 a roof? Victor gives you all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down.

Then, Victor answers real questions from people off the street!

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 138 – How Much Money You Need For Retirement

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 In Retirement?”

Then, they will dive into what tools you need your retirement tool kit and an exciting game of “Would You Rather?”

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.

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Make It Last – Ep 137 – Inflation & Estate Planning Is About Relationships…Not Money

The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor & Mark discuss inflation and what it means for your retirement savings. Things cost a certain price now but could very well raise in the future. How can we prepare for this?

Often people think estate planning or retirement planning is for rich people. But it’s for everyone. It’s not so much about money but about relationships.

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.

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Make It Last – Ep 136 – U.S. Gets A Failing Grade in Financial Literacy

Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand!

Victor is offering his book: Empowering Women in Retirement for FREE to any woman (Sorry men) Just call us at 856-506-8300 and tell us you want it! You can check out the book & its description here: https://amzn.to/2UQ6ffM

Then, the guys discuss how making marginal gains in your retirement planning can make all the difference. The show ends with ways you can stay active 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.

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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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