Posts by Victor Medina

Make It Last – Ep 136 – U.S. Gets A Failing Grade in Financial Literacy

Listen Here! Also available on Spotify, Apple Podcasts, & Google Podcasts 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! Victor is offering his book: Empowering Women in Retirement for FREE to any woman (Sorry men) Just call…

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Five Fact Friday – July 16, 2021

Five Fact Friday here to keep you cool with what has been voted the BEST ice cream shop in New Jersey. We also want to announce our SUMMER SEMINARS! All about Leveraging Tax Saving Techniques and Trusts to Protect Your Retirement Savings. If you’re a client and would like to attend, all we ask is…

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Five Fact Friday – July 2, 2021

Happy Independence Day! Have some fun links around the holiday and a special grilling secret from yours truly 😉 What I’m Reading: https://bit.ly/3qyeFUU What I’m Watching: https://bit.ly/2UMIYLP New In Tech: https://bit.ly/3x7WhVp New In Legal: https://cnet.co/3AbEu1r New In Retirement: https://bit.ly/3Ab9XRu Transcript Below

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Make It Last – Ep 133 – Building Your Financial House

Listen Here! In this episode, Victor & Mark discuss building the financial house that will get you through retirement and how to make sure your retirement plan can withstand the test of time.  Then, the pair will discuss how to avoid the potholes of inadequate retirement planning. Also available on Spotify, Apple Podcasts, & Google Podcasts Make It…

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Make It Last – Ep 132 – Life In Retirement

Listen To The Episode Here! Also available on Spotify, Apple Podcasts, & Google Podcasts Victor & Mark discuss the different retirement accounts common today, and just how much you need to retire. Then, as much as we think about money, retirement is so much more. The pair talk about the fun, recreational side of retirement and the “slow-go,” years.…

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Five Fact Friday – June 18, 2021

We have a link to a cocktail recipe for any dad’s out there. As well as some exciting Olympic news, & an update on virtual notarizations. This week’s links: Reading: https://yhoo.it/3zxqMpE Watching: https://bit.ly/2SChg3B Tech: https://cnet.co/3vrU0mq Legal: https://bit.ly/3xhZ9yG Retirement: https://yhoo.it/3vtrGzU Transcript Below

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