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Make It Last – Ep 143 – Maintaining Your Mental Health in Retirement

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station description Keeping Your Legal Ducks in a Row and Your Nest Egg Secure…
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Duration: 58:55
This week on Make It Last Victor and Mark discuss how the Biden Administration’s plans to make tax changes within the estate planning world, and how it could affect you if you fail to make your own plan.
Then, Victor talks about the importance of maintaining your mental health in retirement, a
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This week on Make It Last Victor and Mark discuss how the Biden Administration’s plans to make tax changes within the estate planning world, and how it could affect you if you fail to make your own plan.
Then, Victor talks about the importance of maintaining your mental health in retirement, and finding your purpose outside of your career.
Finally, buckle-up for a trip back to 1990! Victor and Mark will make some significant financial/retirement comparisons between then and now.
920taxes.com


Also available on Spotify, Apple Podcasts, & Google Podcasts
Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.



Full Transcription Below


Mark Elliot:  Welcome to “Make it Last,” with Victor Medina. I’m Mark Elliott. Victor has two companies to help you and whatever needs you may have. Medina Law Group, which obviously can help you with estate planning, legacy planning, the elder law attorney type stuff, the powers of attorney, healthcare, finances, they’re just a lot of moving parts.
Certainly with the Biden administration talking about maybe changing taxes in the estate planning world, the legacy world, it’s important to have your own plan so that it’s not dictated what you can leave to your family and how you do it and not letting Washington dictate all of that, but you’d certainly have to follow the laws, that’s for sure.
Medina Law Group is here to help you with all of that. The estate planning, legacy planning. Then, there’s Palante Wealth. Palante Wealth is about holistic planning for your retirement. Victor is a certified financial planner as well as a certified elder law attorney, registered investment advisor. Palante Wealth is here to help you come up with that plan for your retirement, the income strategies, investment strategies, taxes, estate, all of that.
If you have any questions about where you are on your road to retirement, you’d like to chat with the team there’s no cost it’s 856‑506‑8300, no cost, no obligation for this. The team’s here to help, just don’t know if they can until they hear your situation. 856‑506‑8300.
You can find out more about Medina Law Group by going to the medinalawgroup.com, M‑E‑D‑I‑N‑A, medinalawgroup.com. On the retirement planning side, it’s palantewealth.com, P‑A‑L‑A‑N‑T‑E, palantewealth.com. I do want to tell you and your wife, Jennifer, the school psychologist, happy anniversary, 20 years, congratulations.
Victor Medina:  Thank you very much. We got a chance to get away. We were in ‑‑ I know that people are going to feel bad for me ‑‑ but we were in Hawaii. I will tell you this’ my first time there. It was everything everyone said it was supposed to be. We had a great time. We visited three islands.
We got the opportunity to say, “Well listen, if this is where we are after 20 years, where are we going to be 20 years from now?” Then we did the math. We said, “Well, let’s make sure we’re still mobile at...
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