Make It Last – Ep 112 – 3 Worlds of Money, Planning for Incapacity & Fixed-Indexed Annuities

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In this episode of Make It Last, Victor dives into both the legal and the retirement world. First, Victor discusses planning for incapacity and managing different financial accounts in that time. Then, Victor goes through the 3 different worlds of money: Banking, Insurance, and Wall Street. How are these worlds defined? How should they be integrated? How should your investments change once you hit retirement? All these questions answered in this portion of the show.

Text “ABC” to 609-554-5936 for a free report on the ABC’s of Fixed-Indexed Annuities!

Like this episode? Leave a review and give a 5-star rating on the Apple Podcast app. As always, share with a friend!

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 111 – Signs You Are Not Ready For Retirement

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How do you know if you are ready to retire? In today’s episode, Victor goes through some signs to identify if you are ready for retirement or, if you should wait.

Text the word INCOME to 609-554-5936 for a free report on the income bridge to make sure you have enough income to last your entire life.

Like this episode? Leave a reivew and give a 5-star rating on the Apple Podcast app. As always, share with a friend!

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 108 – 5 Retirement Planning Sins & Fiduciary Advisors vs Financial Advisors

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In today’s episode, Victor tackles the question, “Are my financial advisors working in my best interest?” In addition, Victor discusses 5 Retirement Planning Sins and ways to avoid and overcome them.

For additional information on retirement planning issues and things you should look to avoid, text RETIREMENT 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 transcript…

Continue reading →

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Make It Last – Ep 107 – Interview with Professor Jamie Hopkins

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In this episode, Victor interviews Professor Jamie Hopkins. Professor Hopkins is the Director of Retirement Research for the Carson Group (an organization that assists financial advisors), and teaches retirement planning at the American College of Financial Services and is the author of the book “Rewirement : Rewiring the Way You Think About Retirement“.

This is a fantastic interview that covers all of the major mistakes of retirement planning as well as what the future might hold for retirees.

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 106 – Social Security Misconceptions, Potential New Retirement Rule Impacts, and The Problem With Zero-Fee Investments

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On Thursday, May 23rd, the House of Representatives passed a sweeping reform to the 401k laws. How will it affect you?

Also, much of the news in the world of investment choices has focused on the advent of no-fee or pay-to-own investments. Are these a good idea?

Finally, Social Security is one of those areas with lots of misconceptions that can lead to bad assumptions. How can you avoid making mistakes?

Answers to all of these questions on today’s show.

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 104 – Charting Your Retirement Map & The Importance of Owning International Stocks

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In this episode, Victor discusses why international stocks are an important asset class, even as they have lagged behind in performance vs domestic stocks. Also, how do you create a retirement map to help you get from Point A to Point B?

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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Subscribe: Android | RSS