Category: Retirement

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 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[...]

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