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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 advis…
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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 …
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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…
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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 “…
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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…
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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 …
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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 wha…
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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 wit…
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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…
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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 share…
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
  continue reading
 
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...Victor J. Medina, JD, CELA®, CFP®
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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,...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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,...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
  continue reading
 
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...Victor J. Medina, JD, CELA®, CFP®
  continue reading
 
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...Victor J. Medina, JD, CELA®, CFP®
  continue reading
 
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!...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
  continue reading
 
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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
  continue reading
 
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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
  continue reading
 
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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
  continue reading
 
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....Victor J. Medina, JD, CELA®, CFP®
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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...Victor J. Medina, JD, CELA®, CFP®
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