Make It Last

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.

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Long-Term Care

Make It Last – Ep 71 – Interview with Lisa Kelly & Michelle Gidosh of CareOne Assisted Living

September 8, 2018

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

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Elder Law

Make It Last – Ep 70 – A Wolf in Sheep’s Clothing: Incidents of Abuse of Power Against the Elderly

September 1, 2018

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.

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Uncategorized

Make It Last – Ep 69 – The Importance of Working With a Private Fiduciary & Legal Asset Protection of the Home and IRAs

August 25, 2018

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.

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Investing

Make It Last – Ep 68 – How Should You Plan for an Unpredictable Market?

August 18, 2018

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.

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Make It Last – Ep 67 – The Rising Number of Seniors Filing for Bankruptcy & The Myth of Market Prediction

August 11, 2018

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.

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Retirement Planning

Make It Last – Ep 66 – Navigating Retirement Alone & Interview with Steven Senko From Princeton Medical Institute

August 4, 2018

In this episode Victor shares some important information regarding a growing number of people who are navigating retirement and aging alone. As well as an interview with Steven Senko of the Princeton Medical Institute, to raise awareness on their clinical trials.

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 the Princeton Medical Institute’s Clinical Trials, visit this link.

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Make It Last – Ep 65 – 10 Questions to Ask Your Financial Advisor & Interview with John Walsh of Walsh Senior Solutions

July 28, 2018

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In this episode, Victor covers the 10 questions you should ask your financial advisor, and an interview with John Walsh of Walsh Senior Solutions, a company that specializes in helping senior and their families downsize as they get older.

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 Walsh Senior Solutions, visit this link.

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Retirement Planning

Make It Last – Ep 64 – All About Continuing Care Retirement Communities

July 21, 2018

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As seniors age, one of the biggest decisions to face is whether to stay in your home or find someplace that can help you care for yourself for the rest of your days, especially if your health declines. Enter CCRCs or Continuing Care Retirement Communities. What are they? And what should you look out for if you’re shopping for one yourself? Listen to find out more.

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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Make It Last – Ep 63 – Buzz Aldrin & Ways to Use Trusts To Protect Yourself

July 14, 2018

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Buzz Aldrin is in the middle of a battle with his family over the alleged misuse of his money. How could a revocable living trust have helped protect him? Learn about that this week.

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.