Category: Social Security Benefits

Five Fact Friday – July 15, 2022

https://youtu.be/3BdGNWD8KqM This week we take a look at dying without a will as the late Chadwick Boseman did, sleep divorces, & some changes to Social Security. This week's links: What I'm Reading: https://bit.ly/3nJYDqr What I'm Watching: https://wapo.st/3apCtXB What's New In Tech: https://bit.ly/3AwMlJA What's New In Legal: https://et.tv/3bWS1CG What's New In Retirement: https://bit.ly/3nMtrHe Bonus Link: https://bit.ly/3O9CA7o[...]

Make It Last – Ep 183 – Filling in the Gaps

This week on Make It Last, Victor and Mark will be discussing why the younger Baby Boomers might outlive their retirement savings, and what today's retirees need to do so they don't outlive their savings! The federal government has published a sort of online "retirement toolkit" that gives you the gist on retirement savings plans, Social[...]

Make It Last – Ep 166 – Expect the Unexpected

Listen Here! This week on Make It Last Victor will be discussing what the client experience is like and the role of our Director of Business & Client Strategy. He'll also be talking about Social Security and how most Americans don't understand it. Victor will also discuss why it's important to prepare for the worst,[...]

Make It Last – Ep 151- Inflation + Social Security Increase

Listen Here! Recent numbers have come out putting inflation at 5% for September, and there’s a 5.9% increase to Social Security predicted for January 2022. While some are rejoicing, there is definitely a flip side to this news as well. Victor & Mark talk about what’s driving this higher inflation, how it’s related to the[...]

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

Listen Here 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[...]

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

Listen Here! Also available on Spotify, Apple Podcasts, & Google Podcasts 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[...]

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[...]

Veterans May be Losing Out on Social Security

A recent survey of United States Veterans has revealed that many veterans are losing out on Social Security benefits. As a recent article explains, the problems seem to be that veterans do not know how to access an estimation of their social security benefits, and do not understand the impact of taking benefits early or[...]