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Listen Here! 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[...]
Listen Here! Also available on Spotify, Apple Podcasts, & Google Podcasts 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[...]
Listen Here! Also available on Spotify, Apple Podcasts, & Google Podcasts 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[...]
https://www.youtube.com/watch?v=EAbMRgU5XeM Five Fact Friday here to keep you cool with what has been voted the BEST ice cream shop in New Jersey. We also want to announce our SUMMER SEMINARS! All about Leveraging Tax Saving Techniques and Trusts to Protect Your Retirement Savings. If you're a client and would like to attend, all we ask[...]
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[...]
Listen Here! 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?[...]
https://www.youtube.com/watch?v=eYfdaK41Qic Happy Independence Day! Have some fun links around the holiday and a special grilling secret from yours truly ;) What I'm Reading: https://bit.ly/3qyeFUU What I'm Watching: https://bit.ly/2UMIYLP New In Tech: https://bit.ly/3x7WhVp New In Legal: https://cnet.co/3AbEu1r New In Retirement: https://bit.ly/3Ab9XRu Transcript Below (more…)[...]
Listen Here! 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[...]
Listen To The Episode Here! Also available on Spotify, Apple Podcasts, & Google Podcasts 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.[...]
https://www.youtube.com/watch?v=TivKJgGtezM We have a link to a cocktail recipe for any dad's out there. As well as some exciting Olympic news, & an update on virtual notarizations. This week's links: Reading: https://yhoo.it/3zxqMpE Watching: https://bit.ly/2SChg3B Tech: https://cnet.co/3vrU0mq Legal: https://bit.ly/3xhZ9yG Retirement: https://yhoo.it/3vtrGzU Transcript Below (more…)[...]