165 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 149 – The Tour de France

    Make It Last – Ep 149 – The Tour de France

    This week on Make It Last, Mark and Victor will be discussing the Tour de France! How the Marginal Gains Theory helped France win, and if you can use the same theory to plan a successful retirement.

    They’ll also be discussing the importance of getting to know your attorney, and why it’s important to discuss your goals with someone you know and trust.

    There is power through education. It’s one of many keys that helps you create a unique and customized retirement plan.

    Going through the motions? They’ll also be discussing the identity crisis that can come with the end of your career.

    CLAIM YOUR FREE COPY of any book in the Make It Last Series by calling (856) 506-8300.





    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 148 – Two By Four

    Make It Last – Ep 148 – Two By Four

    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 estate planning?

    Once you have these two questions answered, you’ll be able to successfully strength test your retirement and estate plans.

    House Dem’s presented a new tax bill…how will this affect you? Find out all of this and more on this week’s episode of Make It Last.

    To access additional information, please visit Are You Paying Too Much In Taxes 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.

    Full Transcription Below



    Mark Elliot:  Welcome to “Make It Last” with Victor Medina. I’m Mark Elliot. Victor has two companies. We talk about both of them every week on the program, Medina Law Group and Palante Wealth.

    Victor focuses on traditional estate planning, asset protection, retirement distribution, proactive income tax planning. He’s been featured on national television, the Wall Street Journal, the Huffington Post, U.S. News & World Report.

    If you have any questions about anything you hear today on the show or if you just have some questions or concerns about estate planning, about retirement planning, you can certainly call the team. There is no cost for that whatsoever. It’s 856‑506‑8300. Again, there is no cost. There’s no obligation. The team’s here to help, they just don’t know if they can until they hear your situation.

    We’ll give you that number throughout the program, 856‑506‑8300. Glad you’re with us today, Victor. How are you? Things are busy, I’m sure, this time of the year.

    Victor Medina:  I’m doing well, Mark. Incredibly busy. We’re getting towards the fall. The fall always means reviewing required minimum distributions for our clients. Making sure everybody’s in tip‑top shape, so we don’t have any issues coming towards the end of the year.

    We certainly don’t want to be doing that work between Thanksgiving and Christmas. The team is up and running, and by the way, hosting any number of seminars throughout. For anybody that’s listening, if you are interested in attending an upcoming seminar, we do things for just women, empowering women in retirement.

    We do things for couples. If you’re interested in any of that, you can go ahead and contact the firm at the number 856‑506‑8300. We’d be happy to provide you with a list of upcoming seminars, and see which one you might be best suited for.

    Mark:  Yeah, there’s no cost to attend. Great opportunity for you to learn more. Now, let’s go to the House in Ways and Means Committee. I guess it was about mid‑September, so just a few weeks back, they submitted an 18‑page proposal on how to modify the tax law structure.

    The tax law we’re under right now is basically called the Trump tax law, January 1,

    • 58 min
    Make It Last – Ep 147 – The Sandwich Generation

    Make It Last – Ep 147 – The Sandwich Generation

    Ever wonder about COVID’s affect on retiree’s? This week Victor and Mark discuss how the 3 million Baby Boomer’s that retired in the past year have affect on the U.S. economy.

    What is the sandwich generation? Similar to the meat in an actual sandwich, they’re stuck in the middle…in the middle of raising their kids and taking care of their parents that is.

    Victor gives Gen X some serious retirement advice you won’t want to miss on this week’s episode of Make It Last…

    For more information, please visit 920taxes.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.

    Full Transcription Below



    Mark Elliot:  Welcome to “Make It Last” with Victor Medina, Medina Law Group and Palante Wealth. I’m Mark Elliott.

    Victor and his teams focus on traditional estate planning, asset protection, retirement distribution, proactive income tax planning. He’s been featured on national television, The Wall Street Journal, The Huffington Post, U.S. News & World Report.

    Here’s the deal, if you have any question about anything that we talked about today on the program, you’d like to learn more about, “Why I didn’t know that, I would like to learn more,” you can always call the team, (856) 506 8300.

    Or you’re in that timeline of 5 to 10 years out from retirement, you’re like, ”Boy, there’s a lot of moving parts here. I don’t know what my income plan is. Where’s my income coming from? What about my investment strategy? Should I be tweaking that a little bit?

    “What about taxes? Taxes go up, what should I be doing? How do I plan for that? What about estate planning? How do I put all this together?” That’s what Victor’s teams are here to help you with, (856) 506 8300.

    Today, we’re going to talk a little bit out of the gate about financial literacy, and it’s not a surprising thing to me, Victor. Now, you said your parents were teachers, correct?

    Victor Medina:  Correct.

    Mark:  Any of them teach math, either one of them?

    Victor:  Neither of them.

    Mark:  My dad was a math teacher and I don’t really like math. My mom was an English teacher. I did spend one year teaching seventh and eighth grade English. Then my elective that I taught was a history class, like Zachary Taylor was so short, he had to be helped on his horse.

    William Taft was the first president with electricity, and I believe the bathtub in the White House. I think he even threw out the first pitch in a major league game.

    It was a fun‑filled show or fun‑filled class, if you will, but I’m not surprised that most Americans get a failing grade when it comes to retirement literacy.

    This is according to the American College of financial services. They did a test. It was a 38 question quiz. 89 percent of female participants flunked, 72 percent of men failed the quiz.

    • 58 min
    Make It Last – Ep 146 – It Pays to Keep An Open Mind

    Make It Last – Ep 146 – It Pays to Keep An Open Mind

    This week on Make It Last Victor and Mark discuss the client experience at Medina Law Group and what to expect when you sit down with the team.

    Then, Victor explains all of the reasons why it pays to keep an open mind when doing your legal and financial planning.

    He also talks about the benefits of having an independent financial advisor.

    To access additional information, please visit: Are You Paying Too Much In Taxes In Retirement?’ Free Guide

    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 145 – Mapping Out Your Road to Retirement

    Make It Last – Ep 145 – Mapping Out Your Road to Retirement

    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 you plan around them?

    Utilizing the right navigation system- how an experienced attorney acts like a personal GPS.

    What are some guardrails that you can put on your retirement plan to make sure you feel safe and confident?

    Find all of this and more on this week’s episode of Make It Last.

    To access additional information, please visit: Are You Paying Too Much In Taxes In Retirement?’ Free Guide

    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.

    Full Transcription Below



    Mark Elliot:  Welcome to “Make It Last” with Victor Medina. I’m Mark Elliot. Now, Victor has two companies, the Medina Law Group and Palante Wealth. Medina Law Group started back in 2006. You can find out more on our website, medinalawgroup.com.

    Palante Wealth came from the clients of Medina Law Group, going, “How can Make It can help us with all of our retirement stuff?” Hence, Palante Wealth came to be in 2014 palantewealth.com, P‑A‑L‑A‑N‑T‑E, palantewealth.com. Victor also is the author of three books on retirement planning under his acclaimed Make It Last series.

    He’s been featured on national television, “The Wall Street Journal,” “The Huffington Post,” “US News & World Report.” Look, Victor’s probably going to say some things today that you’re like, “Wow, I didn’t know that. I’d like to learn more.” Or, “Wait, I don’t have a retirement plan. I don’t know how to build my financial house. What do I do? How do I come up with some help in this area?”

    It’s easy. You just call the team, 856‑506‑8300. There’s no cost, there’s no obligation. There’s no pressure, there’s no judgement, 856‑506‑8300. Glad you’re with us today.

    Victor, there’s a lot of moving parts when it comes to retirement. Most of us think about our investments, that’s our retirement world. One of the things is a cool kind of analogy, is to compare our retirement planning with building our home.

    We’re going to build a financial house today on the program. I know you told your kids the story. “The Fairy Tale,” “The Three Little Pigs,” and “The Big Bad Wolf,” right?

    Victor Medina:  Yeah. I bet they knew it.

    Mark:  Back in the day. The wolf would huff and puff and blow every house down, except for the last one. It was made of…What was it made of?

    Victor:  Brick.

    Mark:  We had a straw.

    Victor:  What else did we have? We had sticks. Then, we had brick.

    Mark:  Then, we had the red brick. Exactly. The brick house, the wolf couldn’t blow it down, because it was strong. That’s what we’re talking about today....

    • 58 min
    Make It Last – Ep 144 – The Importance of Planning Ahead

    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





    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.

    Full Transcription Below







    Mark Elliot:  Welcome to “Make it Last” with Victor Medina, I’m Mark Elliot. Glad you’re with us today. Victor’s got two companies that are here to help you regardless of which area you need? You need some “Elder‑law advice”. We’re going to talk “Elder Law” on the program today.

    What is the difference between Elder Law and a general law person, a general lawyer? We’re going into a lot of things, what about all the documents you need for retirement in that world of Elder Law and Certified Elder Law Attorneys that Victor is. We’re going to talk about that in segments two and three. We’re going to get a lot of stuff in today on the program as we always do.

    Of course, Victor has “Medina Law Group” and “Palante Wealth”, which is your holistic planning company for your retirement when you talk about income, investments, taxes, “How do we handle all of that going forward into retirement?” The estate planning is a part of that holistic planning for your retirement and as practicing at estate planning at Certified Elder Law Attorney, Victor and the team are ready to help you.

    You can always go to the websites to find out more, medinalawgroup.com. M‑E‑D‑I‑N‑A, medinalawgroup.com, Palante Wealth, P‑A‑L‑A‑N‑T‑E, palantewealth.com. There’s a lot of options for you.

    The easiest thing might just be to call if you have questions, 856‑506‑8300. No cost, no‑obligation, no pressure for this. The team’s here to help. Just don’t know if they can, until they hear your situation, 856‑506‑8300.

    We’re going to kick off today’s program because it’s one of those things that we all remember, where we were on 9/11. Do you remember this? Here’s George W. Bush. You remember him standing on the big pile of rubble talking to the workers, the searchers?

    President George W. Bush:  I can hear you. The rest of the world hears you.

    [applause]

    President Bush:  The people who knocked these buildings down will hear all of us soon.

    [applause]

    • 58 min

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