Make It Last with Victor Medina - Legal & Financial Retirement Planning

Victor J. Medina, JD, CELA®, CFP®
  • 4.1 (20)
  • INVESTING
Make It Last with Victor Medina - Legal & Financial Retirement Planning

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.

  1. 12/17/2022

    Make It Last – Ep 207 – Don’t Plan By Yourself!

    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 Then, they will go on to discuss the insurance world, and how it can benefit retirees. Finally, they’ll talk about why it’s important to have a financial advisor, even if you have a financially savvy spouse. Are You Paying Too Much In Taxes In Retirement? Click here to download the free guide Click here to claim your FREE Elder Law Guide Also available on Spotify, Apple Podcasts, & Google Podcasts Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.

    59 min

  2. 12/10/2022

    Make It Last – Ep 206 – The Three I’s You Need In Your Retirement Plan

    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. Do you know what the three “I’s” are? They are the three main areas of a solid retirement plan. Listen to find out if you have all three covered. Finally, they’ll wrap things up by taking a trip in the “time machine.” Are You Paying Too Much In Taxes In Retirement? Click here to find out. We help you take control of your financial future, visit www.palantewealth.com to learn more! Also available on Spotify, Apple Podcasts, & Google Podcasts Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.

    59 min

  3. 12/03/2022

    Make It Last – Ep 205 – Widows & Retirement

    This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. In today’s world, wives typically outlive their husbands in retirement by six years. In this segment, Victor shares how women can prepare themselves for their retirement, despite the obstacles they face.  Victor is offering his book: Empowering Women in Retirement for FREE to any woman. 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 Finally, the show will wrap up with some advice on how to plan out your final wishes. Are You Paying Too Much In Taxes In Retirement? Click here to find out. We help you take control of your financial future, visit www.palantewealth.com to learn more! Also available on Spotify, Apple Podcasts, & Google Podcasts Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.

    59 min

  4. 11/26/2022

    Make It Last – Ep 204 – What Tools Do You Need?

    Most Americans are getting failing grades in retirement financial literacy. Victor and Mark share the top topics people are struggling with so you can understand! They’ll also discuss all of the tools you need that will get you through retirement. These tools will help you live the retirement of your dreams! Finally, they’ll wrap things up with a “mailbag” segment! Victor will answer questions mailed in by listeners! Are You Paying Too Much In Taxes In Retirement? Click here to find out. We help you take control of your financial future, visit www.palantewealth.com to learn more! Also available on Spotify, Apple Podcasts, & Google Podcasts Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.

    59 min

  5. 11/19/2022

    Make It Last – Ep 203 – The New Retirement Age + How Much Money You Need

    The retirement age has gone up by two years since just last year! Victor discusses the current economy’s impact on the average retirement age and how much money you really need to retire. Then, Mark and Victor go through the four pillars of retirement that Victor’s companies focus on: Income, Investments, Taxes & Estate Planning. How did he come up with these four categories as the areas that are crucial to retirement plans & what makes up each pillar. Want to ensure your money lasts as long as you do? Click here to download Victor’s free guide!  Victor & Mark end the show with another game of, “Yay or Nay,” focused on working in retirement. Is it a good thing? A bad thing? Should you be working part-time? Tune in to hear’s Victor’s pros & cons… We help you take control of your financial future, visit www.palantewealth.com or call us at 609-476-9269 to learn more! Also available on Spotify, Apple Podcasts, & Google Podcasts Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.

    59 min

  6. 11/12/2022

    Make It Last – Ep 202 – What’s Your Biggest Concern?

    You already have the foundation, but what’s a house without walls and a roof? Victor gives you all the materials you need to ensure the Big Bad Wolf doesn’t blow your house down. The number one fear amongst retirees is outliving their money. Victor shares some of the concerns his clients share with him about making their money last as long as they do.  Do you feel PREPared for retirement? Listen as Victor talks about his work with the PREPare Institute, a nonprofit that educates pre-retirees about preparing for retirement. Call (856) 506-8300 to be added to the invite list for our next class! Are You Paying Too Much In Taxes In Retirement? Click here to find out. We help you take control of your financial future, visit www.palantewealth.com to learn more! Also available on Spotify, Apple Podcasts, & Google Podcasts Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.

    59 min

  7. 11/05/2022

    Make It Last – Ep 201 – Are We in a Recession?

    Victor and Mark kick the show off by discussing whether or not we are in a recession. Listen to hear Victor’s take on the topic. Today, IRAs, 401k’s, etc. are the new nest egg. Tune in to hear the guys dive into the IRA/401k world, & discuss how pensions have been phasing out. What’s on your year-end checklist? Listen to Victor’s perspective on what you should be focusing on as we wrap up the year. Download your FREE Checklist Challenge Are You Paying Too Much In Taxes In Retirement? Click here to find out. We help you take control of your financial future, visit www.palantewealth.com to learn more! Also available on Spotify, Apple Podcasts, & Google Podcasts Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.

    59 min

  8. 10/29/2022

    Make It Last – Ep 200 – Today v.s. Yesterday

    This week on Make It Last, 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 and Mark will go on to discuss the differences between today’s retirees and their grandparent’s retirement.  Have questions? They’ve got answers! Victor and Mark will wrap things up with a discussion around common retirement questions. Click here to purchase a copy of one of Victor’s books! 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.

    59 min
See All (223)

4.1
out of 5
20 Ratings

About

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.

Information

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada