Category: Estate Planning

Make It Last – Ep 150 – The Big Bad Wolf

Listen Here! 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. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three[...]

Make It Last – Ep 148 – Two By Four

Listen Here! 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[...]

Make It Last – Ep 147 – The Sandwich Generation

Listen Here! 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[...]

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

Listen Here! 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.[...]

Make It Last – Ep 144 – The Importance of Planning Ahead

Listen Here! 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[...]

Make It Last – Ep 143 – Maintaining Your Mental Health in Retirement

Listen Here! This week on Make It Last Victor and Mark discuss how the Biden Administration's plans to make tax changes within the estate planning world, and how it could affect you if you fail to make your own plan. Then, Victor talks about the importance of maintaining your mental health in retirement, and finding[...]

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 141 – The Go-Go, Slow-Go, & No-Go Years

Listen Here! This week on Make It Last, Mark and Victor discuss financial literacy and how the education system has failed in teaching it. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life -the Go-Go Years, the Slow-Go years, and the No-Go[...]

Make It Last – Ep 140 – Our Clients Are Family

Listen Here! This week Victor and Mark discuss the client experience at Medina Law Group & Palante Wealth, and what we can provide to you! Then, Victor gives a heartwarming narrative about his employees, who make Medina Law Group & Palante Wealth Advisors feel like family. Finally, Victor gives us more info about how he[...]

Make It Last – Ep 125 – Get To Know Medina Law Group & Palante Wealth Advisors

This week, Victor gets personal as he shares about his companies: Medina Law Group & Palante Wealth Advisors. Learn all about the office, the team members, and the process itself that gets you ready for retirement. Vicotr is a Certified Elder Law Attorney (CELA®), as well as a CERTIFIED FINANCIAL PLANNER™ so his companies work[...]

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