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

Latest Episodes:

Make It Last - Ep 146 - It Pays to Keep An Open Mind Sep 25, 2021

Show notes

This week on Make It Last Victor and Mark discuss the client experience at Medina Law Group and what to expect when you sit down with the team.

Then, Victor explains all of the reasons why it pays to keep an open mind when doing your legal and financial planning.

He also talks about the benefits of having an independent financial advisor.

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 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.

Make It Last - Ep 145 - Mapping Out Your Road to Retirement Sep 18, 2021

Show notes

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.

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

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

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 144 - The Importance of Planning Ahead Sep 11, 2021

Show notes

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 in 2026.

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last - Ep 143 - Maintaining Your Mental Health in Retirement Sep 04, 2021

Show notes

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 your purpose outside of your career.

Finally, buckle-up for a trip back to 1990! Victor and Mark will make some significant financial/retirement comparisons between then and now.

Make It Last - Ep 142 - Social Security: The Best Plan Going Forward Aug 28, 2021

Show notes

This week on Make It Last Victor and Mark give you a little insight into who Victor is and how he got to where he is now.

Then, Victor and Mark go on to discuss Social Security and how it is, in essence, the corner stone of your retirement plan.

Finally, the guys wrap up the show with a fun game of "Would You Rather?"

920income.com

Also available on Spotify, Apple Podcasts, & Google Podcasts

The Go-Go, Slow-Go, & No-Go Years Aug 21, 2021

Show notes

This week on Make It Last, Mark and Victor discuss financial literacy and how the education system has failed in teaching it.

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.

Did your parents leave you stuff you didn't want after they passed? Victor and Mark discuss all of the stuff they would put in their "Keep" and "Throw-Away" piles.

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last - Ep 140 - Our Clients Are Family Aug 14, 2021

Show notes

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 can help you clean out your financial junk drawer and get your legal ducks in a row.

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last - Ep 139 - Building Your Financial House Part 2 Aug 07, 2021

Show notes

On this week's episode of Make It Last Victor & Mark give us a special "Part 2" to Episode 133 "Building Your Financial House."

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 answers real questions from people off the street!

Also available on Spotify, Apple Podcasts, & Google Podcasts

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

Make It Last - Ep 138 - How Much Money You Need For Retirement Jul 31, 2021

Show notes

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 game of "Would You Rather?"

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last - Ep 137 - Inflation & Estate Planning Is About Relationships...Not Money Jul 24, 2021

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. Then, Victor & Mark discuss inflation and what it means for your retirement savings. Things cost a certain price now but could very well raise in the future. How can we prepare for this? Often people think estate planning or retirement planning is for rich people. But it's for everyone. It's not so much about money but about relationships.

Also available on Spotify, Apple Podcasts, & Google Podcasts

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