Retirease Radio with Victor Medina CFP®, RICP®, CELA®

Latest Episodes:

Make It Last - Ep 166 - Expect the Unexpected Mar 05, 2022

Show notes

This week on Make It Last Victor will be discussing what the client experience is like and the role of our Director of Business & Client Strategy.

He'll also be talking about Social Security and how most Americans don't understand it.

Victor will also discuss why it's important to prepare for the worst, and how our clients benefited from a Make It Last Plan during the pandemic.

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.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Make It Last - Ep 166 - Big Things Have Small Beginnings Feb 26, 2022

Show notes

This week on Make It Last Victor and Mark kick-off the show discussing seniors, retirees, and the challenges they face with inflation.

How can you retire from a non-corporate job without a 401k? Preparing and saving for Retirement is a challenge for everyone, but small business owners face some unique challenges… Listen to learn how to make the most out of retiring from your small business!

Finally, they'll wrap up the show with a game of "Yay or Nay?

Also available on Spotify, Apple Podcasts, & Google Podcasts

For more information, visit Medina Law Group or Palante Wealth Advisors.

Make It Last - Ep 164 - There's A Tool For Every Job Feb 19, 2022

Show notes

On this episode of Make It Last, Victor & Mark discuss building a financial house and the tools you need that will get you through retirement. This episode will help you make sure your retirement plan can withstand the test of time.

Inflation who? They'll wrap the show up with a game of "Inflation Trivia!" Listen to see how well Victor scores...

Also available on Spotify, Apple Podcasts, & Google Podcasts

For more information, visit Medina Law Group or Palante Wealth Advisors.

Make It Last - Ep 163 - The 4 Keys to a Comfortable Retirement Feb 12, 2022

Show notes

This week on Make It Last Victor & Mark kick off the show by discussing interest rates and market volatility.

A new study published by the Employee Benefit Research Institute found that retirees who felt comfortable have done the same 4 things.

What are they? Listen to learn more!

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last - Ep 162 - Avoiding Potholes in Retirement Feb 05, 2022

Show notes

The show starts with a little, "Get To Know Victor," segment. Find out how he is connected to the hit trilogy: Pitch Perfect.

Let's talk abut potholes in your road to 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.

What are some guardrails that you can put on your retirement plan to make sure you feel safe and confident?

Finally, Victor & Mark wrap things up with a game of "Would You Rather?"

To access additional information, please visit: Are You Paying Too Much In Taxes In Retirement?' Free Guide

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last - Ep 161 - Aging: Concept v.s. Reality Jan 29, 2022

Show notes

This week on Make It Last Victor & Mark discuss inflation and if it is caused by excessive government spending.

They'll also be talking about an article published by Dr. Ekerdt explaining the differences between having taught the concept of aging and living them... and how wrong he was!

It's one thing to think about retirement for yourself, but what is retirement like when you have spouse that's retiring at the same time as you? Listen to learn more!

Finally, they'll wrap things up with a game of "Would You Rather?"

Article by Dr. David Ekerdt: I Spent 44 Years Studying Retirement. Then I Retired.

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last - Ep 160 - Insurance 101 Jan 22, 2022

Show notes

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

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last - Ep 159 - The Great Resignation Jan 15, 2022

Show notes

This week on Make It Last, Victor and Mark discuss why people are retiring early due to the pandemic.

They'll also be talking about the advantages and disadvantages between personal retirement funds and pension plans.

What are required distributions? What do they mean? Why do we even care about required minimum distributions?

Find out all of this and more on this week's episode of Make It Last.

Are You Paying Too Much in Taxes in Retirement? Download the FREE Guide

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last - Ep 158 - New Year. New Goals. Jan 08, 2022

Show notes

This week on Make It Last Victor gives advice on how to set healthy retirement goals, as well as how to achieve them.

He'll also give you an inside look on what the new client process is like.

Finally, Mark and Victor wrap up the show with a conversation about health v.s. wealth, as well as the top 3 things people overlook when it comes to healthcare in retirement.

Make It Last - Ep 157 - The 401k Marathon Dec 18, 2021

Show notes

This week on Make It Last Victor & Mark talk about to do with your 401k when you make a job change. Victor breaks down all of the options available to you as you try to sprint to the end.

They will also dive into what tools you need your retirement tool kit, and all of the reasons why it pays to keep an open mind when doing your legal and financial planning.

Finally, they'll wrap things up by revealing Victor's naughty/nice list!

Also available on Spotify, Apple Podcasts, & Google Podcasts

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