Make It Last – Ep 3 – All About Trusts & Exploring Teacher Retirement Accounts

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Do you know a teacher or someone that works for a school district? In the first segment, we explore how public school employees have been sold terrible variable annuities, even as the reps looked like they were endorsed by the district.

Then, do you think that “trusts” are just for rich people? Well, they’re not.

On this week’s Make It Last, Victor discusses the difference between a Trust and a Will and which may be right for you. And Victor discusses the 4 trusts that you absolutely need to consider including in your estate plan.

Show Notes:

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

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.

Here is the transcript from this episode…

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Make It Last – Ep 3 – Teaser

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Do you think that “trusts” are just for rich people? Well, they’re not.

Coming up on this week’s Make It Last with Victor Medina, Victor discusses the difference between a Trust and a Will and which may be right for you.

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.

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Make It Last – Ep 2 – How To Create Wealth in Your 50s and How To Make Sure Your Financial Advisor Lines Your Pockets Instead of His Own

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On Episode 2 of Make It Last with Victor Medina, we discuss how to create wealth in your 50s, and the new Department of Labor “fiduciary” rule.

Does this rule protect investors as much as the reports suggest? How can you make sure that you’re advisor works in your best interests instead of their own?

Show Notes:

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

For more information about Medina Law Group’s estate planning team, visit:http://www.jerseyestateplanning.com/about-us/about-the-team/

For more information about working with Private Client Capital Group’s retirement planning services, visit: http://www.privateclientcapitalgroup.com/

Click the link below to read the full transcript….

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Make It Last – Ep 2 Teaser

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On this week’s Make It Last, host Victor Medina will discuss how to create wealth in your 50s, as well as the new Department of Labor “fiduciary” rule and how it will affect working with a financial advisor.

Could your advisor be working to line his pocket, instead of your pocket? Listen in to learn the answer.

Make It Last radio is brought to you by Medina Law Group and Private Client Capital Group. Host Victor Medina is an estate planning and elder law attorney, as well as a Certified Financial Planner. Make It Last discusses retirement planning topics, including estate planning, asset protection, financial planning, investments, and income tax planning…but in a fun way. Make It Last with Victor Medina, helping to keep your legal ducks in a row and your financial nest egg secure.

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Make It Last – Ep 1 – First Show, The Tooth Fairy, and Last-Minute Tax Tips

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Welcome to Make It Last with Victor Medina. This is episode number one, which originally aired on April 15, 2017.

This episode introduces your host Victor Medina and the show. It also covers how much inflation has affected what the tooth fairy leaves children. And, finally, some last minute tax-tips for filing your taxes this year.

Show Notes:

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

About Victor Medina:http://www.jerseyestateplanning.com/about-us/about-the-team/

The Original Toothfairy Poll: http://www.theoriginaltoothfairypoll.com/fairy-tales/

Why is Tax Day April 18, 2017?: https://www.thebalance.com/why-is-april-17-tax-day-3306324

Would you like to read the transcript instead? Here it is…

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Make It Last – Ep 0a – Interview with Bert Baron & Show Introduction

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Looking forward to the show debut on April 15th? Here’s a recording a brief interview between Bert Baron on WCTC’s morning show and show host Victor Medina discussing the new show.

Show Links:

WCTC 1450 AM – www.wctcam.com

Medina Law Group – www.medinalawgroup.com

Make It Last: How to Get, and Keep, Your Legal Ducks in a Row – Amazon Link

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Make It Last – Ep. 0 – 30 Second Promo

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Here is where it all starts. The Make It Last program debuts on April 15, 2017 on WCTC 1450 AM, the Voice of Central Jersey. Hosted by Victor Medina, an estate planning and elder law attorney, and Certified Financial Planner™ – the program will cover estate planning, elder law, retirement planning, investing, and taxes…but in a fun way. Listen to the 30 second promo for the first show. (But really, this is a trial file to make sure that the website, RSS feed, and iTunes feed works as expected.)

 

 

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