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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.…

This event will discuss taxes in retirement and what you could do to help improve your chances at having a successful retirement. Learn how to minimize the amount of taxes you pay in retirement. (For real! We aren’t selling, just teaching) Fill out our Google Registration Form to get the link to register!

This is Five Fact Friday, I’m Victor Medina. Guess what, I’m on a beach in Puerto Rico, and it is gorgeous out. I’m here to deliver my two oldest kids to Spring Break, where they’re gonna be hanging out with my mom for a couple of weeks, and I thought, hey, I would take a…

This week, Victor begins the show discussing funeral representatives and how laws have changed how it works today. Then, Victor switches gears and walks through an annuity application: how was it put together and what should you be looking for? Listen to the episode here! If you’re interested in attending our October 21st or October…

A potpourri of topics this week. In this episode, Victor explains the legal risks of living together, unmarried, after age 50. Estate planning laws favor couples who are married so what does that mean for everyone else? Then, Victor discusses an article that talks about the difference between people who are self directed in their…

A lot of pre-retirees fear retirement because they worry about running out of money or not being successful. In this episode of Make It Last, Victor looks at common regrets and mistakes that retirees have experienced and ways you can avoid making them. Listen to the episode here! Like this episode? Leave a review and…

Is $1 million the magic number you need to retire? In this week’s episode, Victor challenges conventional wisdom and makes a point that you might not need as much money to retire as you’re being told. Check out the episode here! Like this episode? Leave a review and give a 5-star rating on the Apple…

Sometimes it’s hard to tell where we should be focusing our investments. In this episode of Make It Last, Victor talks through which retirement vehicle is right for you; focusing primarily on 401K plans and IRAs. Listen to the episode here! Like this episode? Leave a review and give a 5-star rating on the Apple…

Here is a link to an article that discusses the 10 important ages for retirement planning. Click here to read more.

Ask yourself these questions to make it easier. Click here to read more.