Make It Last with Victor Medina

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As you enter retirement, your strategy for generating retirement income should be deliberate and should match your individual circumstances. In this episode, I discuss three different approaches to retirement income planning, and share which one(s) I recommend.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Private Client Capital Group.

Most people regard visiting with their estate planning attorney like a trip to the dentist. Something that’s necessary, not enjoyable, and which should be kept to the bare minimum.

The truth is that your estate plan is not a “set-it and forget-it” activity. Things change (like your people/money, and the laws, and your needs), and your estate plan should change with it. In this episode, I’m going to go over how to identify whether you should review and/or update your estate plan and the most cost-effective way of doing it.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Private Client Capital Group.

Most people rely on their IRAs to fund some or all of their retirement. However, the research shows that the vast majority of individuals will die leaving a great percentage of their IRA behind.

This week, Victor discusses what happens to that IRA and how to put the best planning in place to avoid the trouble and taxes that can come when leaving an IRA from one generation to the next.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Private Client Capital Group.

Over and over, investors make three mistakes that absolutely kill their ability to see returns in their investments. These three mistakes are common, and avoidable. This week, on Make It Last, Victor discusses what those mistakes are and how to make sure you don’t make them.

Also, Victor discusses the right legal planning recommended for college students…who are all likely returning to school this week.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Private Client Capital Group.

Death and Taxes – that’s what they say are life’s only certainty. But..what if they are one in the same. In NJ and PA, you have to worry and plan for both death and taxes, and in this show, I’ll help you understand the distinction between them.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Private Client Capital Group.

Every week, I meet a family that’s struggling with a loved one who has dementia. It can be overwhelming, to say the least. On this week’s show, I discuss how to approach dealing with a loved one that has dementia, including getting their legal, financial, and health planning in order.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Private Client Capital Group.

Fixed Indexed Annuities are often promoted as ways for investors to participate in market-like returns with no risk of principal. That sounds good…but is it true? This week I take a deep look at these popular investment products, and how to evaluate whether it’s right for you, and what a great annuity looks like.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Private Client Capital Group.

Income taxes can be the biggest bite out of your retirement dollar…but you can take control back. By following a few basic principles of smart asset location (not allocation) and proactive income tax planning, you can optimize your income taxes and and help keep more money in your pocket.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Private Client Capital Group.

Income taxes can be the biggest bite out of your retirement dollar…but you can take control back. By following a few basic principles of smart asset location (not allocation) and proactive income tax planning, you can optimize your income taxes and and help keep more money in your pocket.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Private Client Capital Group.

People are living longer, and the cost of long-term care can be astronomical. Every week, Victor is asked about long-term care insurance. This week, we’ll discuss how to buy long-term care insurance, and whether you should get it at all. Plus, the DOL fiduciary rule is under attack. Learn why, and what you can do about it.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Private Client Capital Group.