Category: Finances

Make It Last – Ep 164 – There’s A Tool For Every Job

Listen Here! On this episode of Make It Last, Victor & Mark discuss building a financial house and the tools you need that will get you through retirement. This episode will help you make sure your retirement plan can withstand the test of time. Inflation who? They'll wrap the show up with a game of[...]

Make It Last – Ep 163 – The 4 Keys to a Comfortable Retirement

Listen Here! This week on Make It Last Victor & Mark kick off the show by discussing interest rates and market volatility. A new study published by the Employee Benefit Research Institute found that retirees who felt comfortable have done the same 4 things. What are they? Listen to learn more! Also available on Spotify, Apple Podcasts,[...]

Make It Last – Ep 160 – Insurance 101

Listen Here! 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[...]

Make It Last – Ep 155 – Rockin’ Around the (Money) Tree

Listen Here! This week on Make It Last, Mark and Victor will be discussing two crucial pieces of advice you need to know for holiday shopping, as well as the challenges the economy is facing and how they will affect you this holiday season. They'll also be discussing the psychology of money, both as a[...]

Make It Last – Ep 152 – Cozy with Healthcare

Listen Here! This week on Make It Last Victor explains the importance of utilizing your financial advisor (in hand with your Accountant) to proactively do your tax planning. Let's get familiar with healthcare. Most people are unfamiliar with the ins and outs of healthcare in retirement. Not to worry! Victor will give you the full breakdown[...]

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 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 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[...]

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