Make It Last with Victor Medina - Legal & Financial Retirement Planning

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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.

Victor J. Medina, JD, CELA®, CFP®


    • Dec 17, 2022 LATEST EPISODE
    • weekly NEW EPISODES
    • 43m AVG DURATION
    • 221 EPISODES


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    Latest episodes from Make It Last with Victor Medina - Legal & Financial Retirement Planning

    Make It Last – Ep 207 – Don’t Plan By Yourself!

    Play Episode Listen Later Dec 17, 2022 58:55


    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...

    Make It Last – Ep 206 – The Three I’s You Need In Your Retirement Plan

    Play Episode Listen Later Dec 10, 2022 59:00


    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...

    Make It Last – Ep 205 – Widows & Retirement

    Play Episode Listen Later Dec 3, 2022 58:55


    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...

    Make It Last – Ep 204 – What Tools Do You Need?

    Play Episode Listen Later Nov 26, 2022 58:55


    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...

    Make It Last – Ep 203 – The New Retirement Age + How Much Money You Need

    Play Episode Listen Later Nov 19, 2022 58:55


    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...

    Make It Last – Ep 202 – What's Your Biggest Concern?

    Play Episode Listen Later Nov 12, 2022 58:55


    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...

    Make It Last – Ep 201 – Are We in a Recession?

    Play Episode Listen Later Nov 5, 2022 58:56


    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...

    Make It Last – Ep 200 – Today v.s. Yesterday

    Play Episode Listen Later Oct 29, 2022 58:55


    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...

    Make It Last – Ep 199 – Do You Care About Inflation?

    Play Episode Listen Later Oct 22, 2022 58:55


    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,...

    Make It Last – Ep 198 – The Top 5 Retirement Challenges For Women

    Play Episode Listen Later Oct 15, 2022 58:55


    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...

    Make It Last – Ep 197 – Retirement 101

    Play Episode Listen Later Oct 8, 2022 58:55


    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,...

    Make It Last – Ep 196 – The Ol' 60/40 Rule

    Play Episode Listen Later Oct 1, 2022 58:55


    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...

    Make It Last – Ep 195 – Third Times a Charm?

    Play Episode Listen Later Sep 24, 2022 58:55


    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...

    Make It Last – Ep 194 – Small Talk for Small Business Owners

    Play Episode Listen Later Sep 17, 2022 58:55


    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...

    Make It Last – Ep 193 – The Art of Decluttering

    Play Episode Listen Later Sep 10, 2022 58:55


    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...

    Make It Last – Ep 192 – Are You Smarter Than a Financial Advisor?

    Play Episode Listen Later Sep 3, 2022 58:55


    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...

    Make It Last – Ep 191 – The Upside of a Downturn

    Play Episode Listen Later Aug 27, 2022 58:55


    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...

    Make It Last – Ep 190 – Stretch Your IRA

    Play Episode Listen Later Aug 20, 2022 58:55


    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,...

    Make It Last – Ep 189 – We Need to Talk…

    Play Episode Listen Later Aug 13, 2022 58:55


    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...

    Make It Last – Ep 188 – The Secret to Financial Success

    Play Episode Listen Later Aug 6, 2022 58:55


    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...

    Make It Last – Ep 187 – Finance & Street Smarts

    Play Episode Listen Later Jul 30, 2022 58:55


    This week on Make It Last, Victor and Mark will be talking about baby-boomers and how the current market fluctuations are affecting them.  They'll also be talking about the psychology of money and why it's...

    Make It Last – Ep 186 – Healthy or Wealthy?

    Play Episode Listen Later Jul 23, 2022 58:55


    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...

    Make It Last – Ep 185 – Empty Nesters With Empty Wallets

    Play Episode Listen Later Jul 16, 2022 58:55


    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...

    Make It Last – Ep 184 – Pinching the Pension Plan 

    Play Episode Listen Later Jul 9, 2022 58:55


    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...

    Make It Last – Ep 183 – Filling in the Gaps

    Play Episode Listen Later Jul 2, 2022 58:55


    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...

    Make It Last – Ep 182 – Finding Your Purpose

    Play Episode Listen Later Jun 25, 2022 58:55


    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...

    Make It Last – Ep 181 – Living With A Bear

    Play Episode Listen Later Jun 18, 2022 58:55


    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,...

    Make It Last – Ep 180 – The Ultimate Retirement Tool Kit

    Play Episode Listen Later Jun 11, 2022 58:55


    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...

    Make It Last – Ep 179 – Stuck in the Middle

    Play Episode Listen Later Jun 4, 2022 58:55


    In this episode of Make It Last, 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...

    Make It Last – Ep 178 – The Three Stages of Life

    Play Episode Listen Later May 28, 2022 58:55


    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...

    Make It Last – Ep 177 – A Hot Seat Show

    Play Episode Listen Later May 21, 2022 58:55


    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...

    Make It Last – Ep 176 – How to Install Retirement Guardrails

    Play Episode Listen Later May 14, 2022 58:55


    This week on Make It Last, Victor and Mark discuss financial literacy and share the top topics people are struggling with so you can understand! It's springtime, which means highway construction is on the rise!...

    Make It Last – Ep 175 – The Time Machine

    Play Episode Listen Later May 7, 2022 58:55


    This week on Make It Last, Victor and Mark will be taking you back to the past, comparing todays retirement world to the retirement world of the 1960s. They'll also be talking about the Gig...

    Make It Last Radio – Ep 174 – Let’s Get to Building

    Play Episode Listen Later Apr 30, 2022 58:55


    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. How...

    Make It Last – Ep 173 – Even Prince Needs a Plan

    Play Episode Listen Later Apr 23, 2022 58:55


    This week on Make It Last Victor and Mark will be discussing inflationary psychology and how inflation can severely impact your retirement plan. They'll also be answering the two biggest questions pre-retirees have- when can...

    Make It Last – Ep 172 – Retirement Can Be Taxing

    Play Episode Listen Later Apr 16, 2022 58:55


    This week on Make It Last, Victor and Mark will be discussing the not-so-great forecast for taxes, and how current tax rates might be the lowest we'll see for the rest of our lives. They'll...

    Make It Last – Ep 171 – The Future Is Female

    Play Episode Listen Later Apr 9, 2022 58:55


    This week on Make It Last, Victor and Mark will be discussing women in retirement- the challenges they may face, and why it's important that they plan ahead. Victor is offering his book: Empowering Women...

    Make It Last – Ep 170 – Why Is The Bag Half-Full?

    Play Episode Listen Later Apr 2, 2022 58:55


    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. Why...

    Make It Last – Ep 169 – The Marginal Gains Theory

    Play Episode Listen Later Mar 26, 2022 58:55


    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 be discussing the Tour de France! How...

    Make It Last – Ep 168 – The Forgotten Generation

    Play Episode Listen Later Mar 19, 2022 58:55


    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, Baby Boomers are often the...

    Make It Last – Ep 167 – Protecting Tomorrow, Today.

    Play Episode Listen Later Mar 12, 2022 58:55


    This week on Make It Last Victor and Mark discuss the current fiscal climate and how headlines can mislead people and cause sensationalism. Do you need life insurance for your retirement? Most of us think...

    Make It Last – Ep 166 – Expect the Unexpected

    Play Episode Listen Later Mar 5, 2022 58:55


    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...

    Make It Last – Ep 166 – Big Things Have Small Beginnings

    Play Episode Listen Later Feb 26, 2022 58:55


    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...

    Make It Last – Ep 164 – There’s A Tool For Every Job

    Play Episode Listen Later Feb 19, 2022 58:55


    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...

    Make It Last – Ep 163 – The 4 Keys to a Comfortable Retirement

    Play Episode Listen Later Feb 12, 2022 58:55


    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...

    Make It Last – Ep 162 – Avoiding Potholes in Retirement

    Play Episode Listen Later Feb 5, 2022 58:55


    The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Potholes in retirement- what are the things you can't see coming/can't avoid...

    Make It Last – Ep 161 – Aging: Concept v.s. Reality

    Play Episode Listen Later Jan 29, 2022 58:55


    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...

    Make It Last – Ep 160 – Insurance 101

    Play Episode Listen Later Jan 22, 2022 58:55


    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...

    Make It Last – Ep 159 – The Great Resignation

    Play Episode Listen Later Jan 15, 2022 58:55


    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....

    Make It Last – Ep 158 – New Year. New Goals.

    Play Episode Listen Later Jan 8, 2022 58:55


    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...

    Make It Last – Ep 157 – The 401k Marathon

    Play Episode Listen Later Dec 18, 2021 58:55


    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 sprint...

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