Last week at Thanksgiving dinner, I got peppered by family members wondering what the best short-term investments are. I answered them once and for all in this episode, so all I have to do in future family gatherings is to tell them to download this episode and call me with any questions.

I also covered 7 common holes in retirement plans. Do you need to fill any of these holes?

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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The stock market is doing great, so people don’t often pay attention to the amount they’re paying in fees. This week, we’ll cover the different kind of investment fees that exist and how to check your fees to make sure you’re not paying too much.

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

The stock market is doing great, so people don’t often pay attention to the amount they’re paying in fees. This week, we’ll cover the different kind of investment fees that exist and how to check your fees to make sure you’re not paying too much.

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.

Podcast: Play in new window | Download

Subscribe: RSS