Home
Categories
EXPLORE
True Crime
Comedy
Society & Culture
Business
TV & Film
History
Technology
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts115/v4/dd/05/aa/dd05aa9d-ffb1-3a23-5c84-8638cc47f409/mza_7236449849168399396.jpg/600x600bb.jpg
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Victor J. Medina, JD, CELA®, CFP®
223 episodes
9 months ago
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney and Certified Financial Planner professional. The program discusses retirement planning, estate planning, financial services, and taxes...but in a fun way.
Show more...
Investing
Business
RSS
All content for Make It Last with Victor Medina - Legal & Financial Retirement Planning is the property of Victor J. Medina, JD, CELA®, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney and Certified Financial Planner professional. The program discusses retirement planning, estate planning, financial services, and taxes...but in a fun way.
Show more...
Investing
Business
Episodes (20/223)
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 207 – Don’t Plan By Yourself!
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 have a financial advisor, even if you have a financially savvy spouse.
Are You Paying Too Much In Taxes In Retirement? Click here to download the free guide
Click here to claim your FREE Elder Law Guide
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 206 – The Three I’s You Need In Your Retirement Plan
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. Listen to find out if you have all three covered.
Finally, they’ll wrap things up by taking a trip in the “time machine.”
Are You Paying Too Much In Taxes In Retirement? Click here to find out.
We help you take control of your financial future, visit www.palantewealth.com to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
59 minutes

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 205 – Widows & Retirement
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, despite the obstacles they face. 
Victor is offering his book: Empowering Women in Retirement for FREE to any woman. Just call us at 856-506-8300 and tell us you want it! You can check out the book & its description here: https://amzn.to/2UQ6ffM
Finally, the show will wrap up with some advice on how to plan out your final wishes.
Are You Paying Too Much In Taxes In Retirement? Click here to find out.
We help you take control of your financial future, visit www.palantewealth.com to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 204 – What Tools Do You Need?
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 wrap things up with a “mailbag” segment! Victor will answer questions mailed in by listeners!
Are You Paying Too Much In Taxes In Retirement? Click here to find out.
We help you take control of your financial future, visit www.palantewealth.com to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 203 – The New Retirement Age + How Much Money You Need
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, Taxes & Estate Planning. How did he come up with these four categories as the areas that are crucial to retirement plans & what makes up each pillar.
Want to ensure your money lasts as long as you do? Click here to download Victor’s free guide! 
Victor & Mark end the show with another game of, “Yay or Nay,” focused on working in retirement. Is it a good thing? A bad thing? Should you be working part-time? Tune in to hear’s Victor’s pros & cons…
We help you take control of your financial future, visit www.palantewealth.com or call us at 609-476-9269 to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 202 – What’s Your Biggest Concern?
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 him about making their money last as long as they do. 
Do you feel PREPared for retirement? Listen as Victor talks about his work with the PREPare Institute, a nonprofit that educates pre-retirees about preparing for retirement.
Call (856) 506-8300 to be added to the invite list for our next class!
Are You Paying Too Much In Taxes In Retirement? Click here to find out.
We help you take control of your financial future, visit www.palantewealth.com to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 201 – Are We in a Recession?
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.
What’s on your year-end checklist? Listen to Victor’s perspective on what you should be focusing on as we wrap up the year.
Download your FREE Checklist Challenge
Are You Paying Too Much In Taxes In Retirement? Click here to find out.
We help you take control of your financial future, visit www.palantewealth.com to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
58 minutes 56 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 200 – Today v.s. Yesterday
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.
Then, Victor and Mark will go on to discuss the differences between today’s retirees and their grandparent’s retirement. 
Have questions? They’ve got answers! Victor and Mark will wrap things up with a discussion around common retirement questions.
Click here to purchase a copy of one of Victor’s books!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 199 – Do You Care About Inflation?
This week on Make It Last, Victor and Mark will be discussing how inflation has increased Social Security payouts. They’ll tell you everything you need to know that comes along with it — the good, the bad, and the ugly!
Victor will also explain why it’s important to over-plan for an inflationary economy, and why it’s essential for a good retirement plan.
They’ll wrap things up by talking about why working with a financial advisor will ensure a successful retirement.
Download your FREE Checklist Challenge
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 198 – The Top 5 Retirement Challenges For Women
Most Americans are getting a failing grade in financial literacy and are unfamiliar with terms & concepts surrounding retirement. This week, Victor and Mark share the top topics people are struggling with so you can be the top student.
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, despite the obstacles they face. 
Victor is offering his book: Empowering Women in Retirement for FREE to any woman. Just call us at 856-506-8300 and tell us you want it! You can check out the book & its description here: https://amzn.to/2UQ6ffM
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 197 – Retirement 101
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, he and Mark go on to discuss the insurance world and how it can benefit retirees.
Finally, they’ll wrap things up by taking a trip in the time machine. What does this mean? Listen to find out!
Are You Paying Too Much In Taxes In Retirement? Click here to find out.
We help you take control of your financial future, visit www.palantewealth.com to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Thank you again for putting together a retirement plan that anticipated market volatility.  If it were not for that, my retirement situation would be in terrible shape.  It is scary enough as it is!
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 196 – The Ol’ 60/40 Rule
What’s going on with inflation, interest rates, and the markets? Listen to this week’s episode of Make It Last to get the latest updates on todays economy. 
Stocks and bonds are down at the same time for the third time in history. Victor and Mark will discuss why that is, and what it means for the U.S. economy.
They’ll also be talking about the old 60/40 rule and how the formula to retirement success has changed.
Are You Paying Too Much In Taxes In Retirement? Click here to find out.
We help you take control of your financial future, visit www.palantewealth.com to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 195 – Third Times a Charm?
Stocks and bonds are down at the same time for the third time in history. Victor and Mark will discuss why that is, and what it means for the U.S. economy.
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 years.
Are You Paying Too Much In Taxes In Retirement? Click here to find out.
We help you take control of your financial future, visit www.palantewealth.com to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 194 – Small Talk for Small Business Owners
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.
They’ll also be talking about small business owners and the unique challenges and concerns they face when preparing for retirement.
Finally, they’ll wrap the show up with “the mailbag” question segment.
Are You Paying Too Much In Taxes In Retirement? Click here to find out.
We help you take control of your financial future, visit www.palantewealth.com to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 193 – The Art of Decluttering
This week on Make It Last, we’ll be talking about growth & safety.  The first half of 2022 led us into uncharted territory as inflation skyrocketed. Victor shares his thoughts on how he thinks the rest of the year will play out.
Do you know how to down size? Victor & Mark will be talking about to be better organized and not be overwhelmed by old financial paperwork.
Finally, they’ll wrap things up with a game of ‘Yay or Nay’!
Are You Paying Too Much In Taxes In Retirement? Click here to find out.
We help you take control of your financial future, visit www.palantewealth.com to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 192 – Are You Smarter Than a Financial Advisor?
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!
They’ll also be talking about the psychology of money and why it’s important to utilize your “street smarts” to get the most out of your investment journey.
Finally, they’ll wrap the show up with “the mailbag” question segment.
Are You Paying Too Much In Taxes In Retirement? Click here to find out.
We help you take control of your financial future, visit www.palantewealth.com to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 191 – The Upside of a Downturn
This week on Make It Last, Victor & Mark will be talking about two major opportunities that can happen for retirement planning during a market downturn. Victor will also give you his top tips for starting a conversation with loved ones around estate and legacy planning. Finally, they’ll wrap the show up with “the mailbag” question segment.
Are You Paying Too Much In Taxes In Retirement? Click here to find out.
We help you take control of your financial future, visit www.palantewealth.com to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 190 – Stretch Your IRA
In this episode, Victor & Mark discuss building the financial house that will get you through retirement and all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down.
Today, most retirees aren’t receiving employer provided assistance for their retirement. Listen to this episode to learn more about tax planning around 401ks, 403bs, and IRAs so you can make your money last!
They’ll wrap things up by playing a game of “Yay or Nay!”
Are You Paying Too Much In Taxes In Retirement? Click here to find out.
We help you take control of your financial future, visit www.palantewealth.com to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 189 – We Need to Talk…
This week on Make It Last, get Victor’s take on the Fed’s most recent interest rate hike.
Victor will also give you his top tips for starting a conversation with loved ones around estate and legacy planning.
Finally, the show wraps up with “the mailbag” question segment.
Are You Paying Too Much In Taxes In Retirement? Click here to find out.
We help you take control of your financial future, visit www.palantewealth.com to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 188 – The Secret to Financial Success
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.
They’ll also be talking about one of the greatest secrets you could learn to achieve financial success.
Finally, the show will wrap up with a game of “Would You Rather?”
Are You Paying Too Much In Taxes In Retirement? Click here to find out.
We help you take control of your financial future, visit www.palantewealth.com to learn more!
Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.
Show more...
3 years ago
58 minutes 55 seconds

Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney and Certified Financial Planner professional. The program discusses retirement planning, estate planning, financial services, and taxes...but in a fun way.