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[...]
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 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[...]
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?[...]
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.[...]
Listen To The Episode Here! Also available on Spotify, Apple Podcasts, & Google Podcasts Make It Last is back with a brand new episode this week! They say 10,000 Baby Boomers are retiring every day, and their retirement looks a lot different than their parents' did. One thing baby boomers can agree on is they want to make[...]
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[...]
Before we had IRAs & 401(k)s, taxes were lower in retirement. Well that's certainly not the case anymore. This week Victor & Mark tackle taxes in retirement as well has how inflation impacts your retirement. The show ends with some more mailbag questions from listeners like you! Listen Here! Go to 920taxes.com for a FREE[...]