Make It Last – Ep 65 – 10 Questions to Ask Your Financial Advisor & Interview with John Walsh of Walsh Senior Solutions

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In this episode, Victor covers the 10 questions you should ask your financial advisor, and an interview with John Walsh of Walsh Senior Solutions, a company that specializes in helping senior and their families downsize as they get older.

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.

For more information about Walsh Senior Solutions, visit this link.

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Make It Last – Ep 31 – Exploring 3 Types of Retirement and 5 Signs You May Need In-Home Care

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”Retirement” used to mean one thing – the leisure time that comes after decades of work. But, with the advent of new technology and more research about the psychology of retirement, the definition of retirement can mean something else. This episode we will explore 3 types of retirement as well as looking at 5 signs you may need in-home care.

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 26 – Protecting Your Assets From Nursing & Medicaid Spend-Down

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This week on Make It Last, I cover how to protect your assets against nursing home and Medicaid spend-down. Most of you know that we help families every week to maintain flexibility and choice in their long-term care, and this episode will give you a peek under the hood of how that happens.

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 18 – Planning for a Loved One with Dementia

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Every week, I meet a family that’s struggling with a loved one who has dementia. It can be overwhelming, to say the least. On this week’s show, I discuss how to approach dealing with a loved one that has dementia, including getting their legal, financial, and health planning in order.

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 15 – Long-Term Care Insurance Basics

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People are living longer, and the cost of long-term care can be astronomical. Every week, Victor is asked about long-term care insurance. This week, we’ll discuss how to buy long-term care insurance, and whether you should get it at all. Plus, the DOL fiduciary rule is under attack. Learn why, and what you can do about it.

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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