This episode is continuation of a discussion from episode 59 where Victor discusses different retirement distribution strategies, including using short-term, mid-term, and long-term investment buckets. This show unveils how you should invest your mid-term bucket.

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.

Click below to read the full transcript..

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A Fifth Circuit court has ruled that the DOL “Fiduciary” rule is illegal, and it may go away as soon as May 7th. What does that mean for you? Also, New Jersey was often mention as one of the worst places to retire. Is that still true?

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…

Continue reading →

Podcast: Play in new window | Download

Subscribe: RSS