Category: Retirement

Make It Last – Ep 138 – How Much Money You Need For Retirement

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[...]

Make It Last – Ep 135 – Bermuda, Bahama! Planning For Retirement Like We Do A Vacation

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[...]

Make It Last – Ep 131 – Retirement For Baby Boomers & Gen X

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[...]

Make It Last – Ep. 130 – Getting Clear About Your Retirement Goals and How to Reach Them

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[...]

Statement Regarding COVID-19

Things are very topsy-turvy right now with the COVID-19 disease. There are two components to this that are impacting our clients and we want to address them. First, there is the impact to your legal planning and need for legal planning in the midst of a crisis. Second, there is the impact to your financial[...]

Make It Last – Ep 114 – Difference Between Retirement Planning & Financial Planning

Are retirement planning and financial planning the same thing? NO! In this episode I discuss the differences between them. I also talk a little about the rising nursing home costs and give you an update in what’s happening with the Aid in Dying for the Terminally Ill Act For a FREE guide on some top[...]

Make It Last – Ep 113 – 5 Key Decisions You Have To Consider in Retirement & Retiring on a Shoestring

How do you retire when you have no money? Learn some tips for retirement on a shoestring budget! Then, Victor discusses The 5 Key Decisions You Have to Consider In Retirement. For a FREE RETIREMENT CHECKLIST, text the word CHECKLIST to 609-554-5936. Make sure you're on the right track for retirement! Listen to the episode[...]

Make It Last – Ep 111 – Signs You Are Not Ready For Retirement

How do you know if you are ready to retire? In today's episode, Victor goes through some signs to help you identify if you are ready for retirement or, if you should wait. Text the word INCOME to 609-554-5936 for a free report on the income bridge to make sure you have enough income to[...]

Make It Last – Ep 109 – 5 Psychological Stages of Retirement, Electronic Wills, & Mindfulness

In today’s episode, Victor breaks down electronic wills and reiterates the importance of mindfulness. Victor also lays out the 5 Psychological Stages of Retirement as inspired by a study done by AgeWave, Ameriprise Financial, & Harris Interactive to learn more about the attitudes and worries of people before and after retirement. For a FREE checklist[...]

Make It Last – Ep 108 – 5 Retirement Planning Sins & Fiduciary Advisors vs Financial Advisors

In today’s episode, Victor tackles the question, “Are my financial advisors working in my best interest?” In addition, Victor discusses 5 Retirement Planning Sins and ways to avoid and overcome them. For additional information on retirement planning issues and things you should look to avoid, text RETIREMENT to 609-554-5936. Make It Last with Victor Medina[...]

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