153 episodes

Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney and Certified Financial Planner professional. The program discusses retirement planning, estate planning, financial services, and taxes...but in a fun way.

Make It Last with Victor Medina - Legal & Financial Retirement Planning Victor J. Medina, JD, CELA®, CFP®

    • Business

Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney and Certified Financial Planner professional. The program discusses retirement planning, estate planning, financial services, and taxes...but in a fun way.

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

    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.

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

    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.

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

    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.

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

    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.

    • 58 min
    Make It Last – Ep 133 – Building Your Financial House

    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.

    • 58 min
    Make It Last – Ep 132 – Life In Retirement

    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.

    • 58 min

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