Make It Last with Victor Medina

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Your legacy goes far beyond the finances and personal items you will leave behind. The real legacy your family will remember you by are the collection of stories, photos, and videos you have gathered over your lifetime. Steve Besserman of AriJoe productions is an award winning documentarian and he assists families in the telling of those stories. AriJoe productions can help you capture the amazing lifetime stories of your loved ones, to share for many generations to come.

Visit AriJoe Productions’ website for more information and to watch some of the amazing documentaries Steve has put together for families and organizations in the community.

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.

This week on Make It Last, Victor gives details on why a portfolio is not a plan, a newly proposed NJ fiduciary rule, as well as a glimpse as to why NJ has been ranked as the worst tax structure in the nation.

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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Medicare open enrollment is swiftly approaching. Now is the time to gather as much information as possible and begin your planning. Tune in this week to get some great information from Carol Baker, Principal of CABA Benefits, as she shares her wealth of knowledge on everything Medicare.

If you need additional information you can give Carol Baker a call at 973-428-0863 or visit her webpage cababenefits.com

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 transcript…

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On this episode of Make It Last, Victor hosts an interview with Mary Kay Krokowski, President and Founder of Aging Advisors. Mary Kay gives information on what Aging Advisors can do for families who are feeling overwhelmed with the future care of an aging loved one and when the time is right to call a geriatric care management service.

For more information on Aging Advisors visit their website: http://agingadvisors.com/

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 transcript… Continue reading

IRAs are very different from most other assets and require very specific planning. IRA’s tend to be where most people’s money is – so tune in this week to get a clearer picture of just how different IRAs are from your other assets.

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 for the full transcription  Continue reading

This week, starting tomorrow, 9/9 until 9/15, assisted living week will be going on. Assisted living facilities will be hosting events to celebrate those who work and live in the facilities, under the theme of “Capture the Moment.” On Make It Last, this week, Victor interviews Lisa Kelly and Michelle Gidosh of CareOne Assisted Living Facility.  They share what makes CareOne a unique facility as well as what you should look for if you’re shopping for a facility.

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.

For more information about what CareOne has to offer visit: www.care-one.com

Click below to read the full transcript

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Abuse against the elderly is usually hidden in plain sight, a “wolf in sheep’s clothing” if you will. Some terrible individuals, who are in positions of authority and trust, are taking advantage of their most vulnerable, elderly clients. In this episode, Victor shares a few stories, which happened pretty recently and unfortunately, fairly often. These stories are of trusted authority figures who abused their power and took advantage of their elderly clients. They stole money and disguised it as necessary fees for their services. The lesson from this episode: always have a system of checks and balances in place.

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 transcript..

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In the first half of this episode Victor shares the news regarding Wells Fargo’s wealth management services. The advisors working at Wells Fargo were technically fiduciaries but they were pressured by their corporate bosses to make the most money for the company- rather than looking out for the best interest of the client. In the second half of the episode, Victor gives insight on legal asset protection, specifically two difficult assets to protect, the home and IRAs.

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 transcript

Continue reading

On this episode you will find a continuation of the second half of episode 67, where Victor discussed the unpredictability of the stock market. Here, Victor will discuss the answer to the question- if the market is so unpredictable, why should you have a plan at all? As well as, what type of plan is best to follow.

 

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 transcript

Continue reading

This week Victor discusses the recently high number of people 65+ who are having to file for bankruptcy. As well as, a look at stock market predicting and just how unknowable the market really is.

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 transcript.

Continue reading