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

Latest Episodes:

Make It Last - Ep 186 - Healthy or Wealthy? Jul 23, 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!

Would you rather be healthy or wealthy? Every year more than half a million Americans file for bankruptcy due to medical bills. Victor & Mark will be talking about the importance of Medicare and how good planning can prevent you from having to choose between your health and your wealth!

Don't Let A Health Crisis Threaten Your Retirement, click here!

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.

Make It Last - Ep 185 - Empty Nesters With Empty Wallets Jul 16, 2022

Show notes

Empty nesters are not saving more for retirement after their kids have left despite their initial intentions. Is this really bad for their future? Victor weighs in as his first son is about to go off to college. Then, Mark & Victor discuss the three biggest areas of retirement planning so people have a great plan in place, despite current market volatility and uncertainty. Then, Victor discusses his five different books ranging in different legal & financial topics (including one specifically for women)! Reach out at 856-506-8300 to figure out how to buy a book or multiple. Or schedule an appointment with Medina Law Group & Palante Wealth Advisors, and you get one for FREE.

Also available on Spotify, Apple Podcasts, & Google Podcasts

Make It Last - Ep 184 - Pinching the Pension Plan Jul 09, 2022

Show notes

This week on Make It Last, Victor & Mark discuss building the financial house that will get you through retirement.

They'll also be discussing employer provided assistance and how to take advantage of it!

To wrap things up, the pair will be taking a trip all the way back to 1990, comparing the past to the present! Listen as they talk about the eight month recession of 1990 and what we've learned from it.

Will Your Money Last As Long As You Do? Get your free guide here.

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 - Ep 183 - Filling in the Gaps Jul 02, 2022

Show notes

This week on Make It Last, Victor and Mark will be discussing why the younger Baby Boomers might outlive their retirement savings, and what today's retirees need to do so they don't outlive their savings!

The federal government has published a sort of online "retirement toolkit" that gives you the gist on retirement savings plans, Social Security, and Medicare... but is that all you need to know about retirement? Victor will help you fill in the gaps. Listen to learn more!

Will Your Money Last As Long As You Do? Get your free guide here.

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 - Ep 182 - Finding Your Purpose Jun 25, 2022

Show notes

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 talks about the importance of maintaining your mental health in retirement, and finding your purpose outside of your career.

Finally, they'll wrap things up with a game of Inflation Trivia!

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 - Ep 181 - Living With A Bear Jun 18, 2022

Show notes

This week on Make It Last Victor gives you his top reasons why not to panic during a Bear Market.

We'll also be discussing the top concerns our clients have. Including, but not limited too, market risk, inflation risk, and tax risk. How do these affect your retirement?

Victor will wrap the show up with explaining why it's important to have great estate planning documents.

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 - Ep 180 - The Ultimate Retirement Tool Kit Jun 11, 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!

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!

How do we know what we should be doing in the investment world? Taxes are going back up in 2025 if the Biden Administration doesn't do anything about it, so what does that mean for your retirement savings? How about estate planning? Do you have all your documents in place? Do you know how you want things to be done? Listen to get answers to these questions and more!

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 - Ep 179 - Stuck in the Middle Jun 04, 2022

Show notes

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.

They'll also be talking about how "The Great Resignation" has affected the United States economy.

Similar to Baby Boomers, Gen X will also be facing the challenges of being in "The Sandwich Generation" Listen to learn more about how Victor helps clients who are stuck in the middle!

Finally, Victor and Mark will wrap things up with a discussion around being semi-retired versus fully retired. What's your vote? 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 - Ep 178 - The Three Stages of Life May 28, 2022

Show notes

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 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.

Finally, they wrap things 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 - Ep 177 - A Hot Seat Show May 21, 2022

Show notes

This week on Make It Last, Victor & Mark will talk to you about the client experience at Medina Law Group and Palante Wealth Advisors.

They'll also be talking about how the four pillars of retirement will lead you to success. Specifically, how income planning works and why it's so important for your retirement plan.

Finally, they'll wrap things up by explaining why it's crucial to have really great estate planning. The value of holistic estate planning, and how proper documents can help you get your ducks in a row.

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

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