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.

Click below to read the full transcript…

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Make It Last – Ep 21 – What Happens To Your IRA When You Die?

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Most people rely on their IRAs to fund some or all of their retirement. However, the research shows that the vast majority of individuals will die leaving a great percentage of their IRA behind.

This week, Victor discusses what happens to that IRA and how to put the best planning in place to avoid the trouble and taxes that can come when leaving an IRA from one generation to the next.

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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Make It Last – Ep 10 – DOL Fiduciary Rule…Does It Protect You?

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On June 9th, the new Department of Labor “fiduciary rule” went into effect. Who does it cover? Can you be comfortable that you’re getting the best advice now? What are the warning signs you should look for?

Listen in this week for a full show on what the new DOL fiduciary rule means for your and your retirement assets.

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

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Make It Last – Ep 10 – Teaser

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On June 9th, the new Department of Labor “fiduciary rule” went into effect. Who does it cover? Can you be comfortable that you’re getting the best advice now? What are the warning signs you should look for?

Listen in this week for a full show on what the new DOL fiduciary rule means for your and your retirement assets.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. 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 7 – All About IRAs

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IRAs make up the largest percentage of retirement assets for baby boomers and beyond. When’s the right time to take money out? What are the rules and penalties if you get it wrong?

Tune in this week to Make It Last to learn the ins and outs of IRAs.

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.

Click below to read the full transcript…

Continue reading →

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Make It Last – Ep 7 – Teaser

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IRAs make up the largest percentage of retirement assets for baby boomers and beyond. When’s the right time to take money out? What are the rules and penalties if you get it wrong?

Tune in this week to Make It Last to learn the ins and outs of IRAs.

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.

Podcast: Play in new window | Download

Subscribe: RSS