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!

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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 57 – Is There a Good Alternative to Owning Bonds in a Low-Interest Environment?

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When interest rates are high, bonds are great to own because they’ll pay out a healthy amount. However, is there a better alternative in a low-interest environment?

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and certified elder law attorney and Certified Financial Planner™. 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 Private Client Capital Group.

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Make It Last – Ep 53 – How To Select a Great Executor or Power of Attorney, How To Plan for Care if You’re Single, and The Real Cost of a Non-Best-Interest Financial Advisor

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Three topics for this show: How to select a great executor or power of attorney agent. Then Victor talks about how to plan for getting older if you’re single, with or without kids. Finally, Victor discusses the real cost of not working with a “best-interests” financial advisor.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. 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 Private Client Capital Group.

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Make It Last – Ep 40 – Three Concepts, Simply Explained: Medicaid Planning, Annuities, & Trusts

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In this episode, Victor launches a new segment called “Three Concepts, Simply Explained”. He will cover three complicated topics and try to explain them in 8 minutes or less. This week, the three concepts are: Medicaid planning, Annuities, and Trusts.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. 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 Private Client Capital Group.

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Make It Last – Ep 27 – Top 25 Tips from the First 25 Shows

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Just want the episode title says…these are the top 25 tips from the first 25 shows. It’s like concentrated Make It Last…just bring your notebook, because Victor flies through all 25 tips.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. 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 Private Client Capital Group.

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Make It Last – Ep 17 – Fixed Indexed Annuities

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Fixed Indexed Annuities are often promoted as ways for investors to participate in market-like returns with no risk of principal. That sounds good…but is it true? This week I take a deep look at these popular investment products, and how to evaluate whether it’s right for you, and what a great annuity looks like.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. 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 Private Client Capital Group.

Click below to read the full transcript…

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