Too often we are led astray by looking for a magic pill or secret. In segment 1 of today’s show, Victor discusses how to avoid investment strategies that don’t work, plus potential new retirement plan laws that might affect your 401k.

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.

For more information, visit Medina Law Group or Palante Wealth Advisors.

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Today is a very special episode!

1. It marks the 100th episode recorded &

2. It marks the 2 year anniversary of Make It Last Radio.

Thank you for following the program for 2 years and 100 episodes. I am excited for what the future holds and to keep sharing great legal and retirement information.

The topic for today is Medicare coverage and why it should not be your sole coverage in retirement. Many people believe that Medicare will cover all healthcare costs in retirement. Listen today to see how following that belief could become your most costly mistake.

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.

For more information, visit Medina Law Group or Palante Wealth Advisors.

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In this episode Victor goes over some legal and retirement updates – the status of the law which will allow terminally ill patients to have the “right to die” & the status of the Nevada fiduciary law.

The main topic of the episode is retirement fees. Fees in retirement can add up in a hurry, and if you want to make sure you won’t run out of money, you need to keep as much as you can in your portfolio at all times. Today’s episode will help you not only locate your fees and calculate what they are but will teach you how to control those fees.

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.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Click below to read the full transcription…

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Transitioning into retirement is going to be a big change for a lot of people. Likely you have been used to the routine of working for the past 20 or 30 years. Retirement is going to cause major changes to not only your routine but also your financial situation. The best thing you can do when gearing up for retirement is begin planning, and begin planning early.

One of the recommendations Victor makes in this episode is to begin planning for taxes when you are in retirement. If you would like to download a FREE retirement guide for taxes just text TAX to 609-554-5936.

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.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Click below to read the full transcription…

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In the first half of the show, Victor explains the importance of keeping a close eye on your pay stubs. You want to make sure that your retirement funding is exactly how you had indicated you wanted it to be, your pay is being calculated appropriately, and always pay close attention whenever a big change happens in your life.

In the second half of the show, Victor compares and contrasts index and mutual funds. He goes over the specifics of each fund and gives his recommendation on which one he feels is better for retirement.

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.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Click below to read the full transcription… Continue reading →

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One of the biggest mistakes you can make in retirement is to not plan if things don’t end up going how you hoped. Victor’s advice in this episode is – hope for the best, but always have a plan for the worst.

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.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Click below to read the full transcription…

Continue reading →

Podcast: Play in new window | Download

Subscribe: Android | RSS