Category: Make It Last Radio

Ep 214: Why the Customer Isn’t Always Right in Financial Planning

On this episode: In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.”  But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s[...]

Ep 213: What’s the Difference?

On this episode: Financial planning can be pretty complicated. From strategies to investments to planning items, there’s a lot to learn and some of these things seem awfully similar. In this episode of Retirease Radio, we’re going to play a little game of ‘What’s the Difference’ and highlight some of the terms that a lot[...]

Ep 212: This One’s On The House… Factoring Your House Into Your Financial Plan

On this episode: On this episode of Retirease Radio, Victor Medina explores some of the most common questions people have when it comes to homeownership in retirement. We'll cover topics such as paying off your mortgage, downsizing to a smaller home, borrowing money through home equity lines and reverse mortgages, and navigating home-related estate planning[...]

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

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 206 – The Three I’s You Need In Your Retirement Plan

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. Do you know what the three "I's" are? They are the three main areas of a solid retirement plan.[...]

Make It Last – Ep 205 – Widows & Retirement

Listen Here! 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,[...]

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

Listen Here! 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[...]

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

Click here to Listen! 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,[...]

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

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 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[...]

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

Listen here! 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.[...]

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