Are you making one of the 8 retirement spending mistakes common to retirees?

Also, join us for a conversation with author Anna Byrne. Her new book, “A Widow’s Guide” is a helpful tool for women who have lost their spouse and are looking for ways to take the next step forward.

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

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

IRAs make up the largest percentage of retirement assets for baby boomers and beyond. When’s the right time to take money out? What are the rules and penalties if you get it wrong?

Tune in this week to Make It Last to learn the ins and outs of IRAs.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. For more information, visit Medina Law Group or Private Client Capital Group.

Click below to read the full transcript…

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IRAs make up the largest percentage of retirement assets for baby boomers and beyond. When’s the right time to take money out? What are the rules and penalties if you get it wrong?

Tune in this week to Make It Last to learn the ins and outs of IRAs.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. For more information, visit Medina Law Group or Private Client Capital Group.

Can you pass a basic retirement income quiz? Most Americans could not. Here is a link to the quiz – http://retirement.theamericancollege.edu/retirement-101/2017-retirement-income-literacy-quiz and here’s a link to the results.

As you get older, the chances that you may need help managing your affairs increases significantly. Listen this week to an interview with our special guest Lisa Kelly, Regional Director of Business Development, with the Care One family of assisted living facilities.

This will be a fantastic discussion of assisted living options that you won’t want to miss.

For more information, visit http://www.care-one.com/ to learn more about Care One.

Want to learn more? Be sure to tune to Make It Last on Saturday mornings at 7:30am on WCTC 1450AM or subscribe to the show on iTunes here.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. For more information, visit Medina Law Group or Private Client Capital Group.

Read the transcript below…

Continue reading →

As you get older, the chances that you may need help managing your affairs increases significantly. Listen this week to an interview with our special guest Lisa Kelly, Regional Director of Business Development, with the Care One family of assisted living facilities.

This will be a fantastic discussion of assisted living options that you won’t want to miss.

For more information, visit http://www.care-one.com/ to learn more about Care One.

Want to learn more? Be sure to tune to Make It Last on Saturday mornings at 7:30am on WCTC 1450AM or subscribe to the show on iTunes here.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. For more information, visit Medina Law Group or Private Client Capital Group.

Annuities are one of the most oversold and misunderstood financial products in the marketplace.

This week, on Make It Last with Victor Medina, we discuss how to tell if an annuity is right for you, including three kinds of people who should never buy an annuity.

Want to learn more? Be sure to tune to Make It Last on Saturday mornings at 7:30am on WCTC 1450AM or subscribe to the show on iTunes here.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. For more information, visit Medina Law Group or Private Client Capital Group.

For more information, read the transcript below:

Continue reading →

Annuities are one of the most oversold and misunderstood financial products in the marketplace.

This week, on Make It Last with Victor Medina, we discuss how to tell if an annuity is right for you, including three kinds of people who should never buy an annuity.

Want to learn more? Be sure to tune to Make It Last on Saturday mornings at 7:30am on WCTC 1450AM or subscribe to the show on iTunes here.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. For more information, visit Medina Law Group or Private Client Capital Group.

There are 10,000 people turning 65 every day from now until the year 2040. In addition, advances in medicine and health treatments means that these individuals will live longer, and may require help along the way in the form of long-term care at home or in an assisted living facility.

Getting older isn’t easy, and with it come incredible risks to your nest egg if you don’t take steps to protect yourself with proactive legal planning.

Today we discuss what kind of care you may need in the future, how to pay for it, and what you can do today to start on the path.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney, and Certified Financial Planner™. For more information, visit Medina Law Group or Private Client Capital Group.

Free Book Offer ($5 S&H): https://www.makeitlastradio.com/freebook

Read the transcript from the show below:

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There are 10,000 people turning 65 every day from now until the year 2040. Getting older isn’t easy, and with it comes incredible risks to your nest egg.

Want to learn how to protect yourself? Be sure to tune to Make It Last on Saturday mornings at 7:30am on WCTC 1450AM or subscribe to the show on iTunes here.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. For more information, visit Medina Law Group or Private Client Capital Group.