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!

Like this episode? Leave a review and give a 5-star rating on the Apple Podcast app. As always, share with a friend!

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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How do you know if you are ready to retire? In today’s episode, Victor goes through some signs to identify if you are ready for retirement or, if you should wait.

Text the word INCOME to 609-554-5936 for a free report on the income bridge to make sure you have enough income to last your entire life.

Like this episode? Leave a reivew and give a 5-star rating on the Apple Podcast app. As always, share with a friend!

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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Just like everything else in retirement, income taxes need to be preplanned. The first half of the show, Victor will cover how you can be most prepared for your 2019 income taxes, especially with this new tax law. If you want even more information on how you can be most prepared for 2019 tax season, text INVITE to 609-554-5936 and you will receive an invitation to Medina Law Group & Palante Wealthe Advisor’s 2019 Tax Planning Lunch & Learn on April 29th at 12pm.

In the second half of the show, Victor shares some insight on how to can avoid these 7 deadly retirement sins, baby boomers have reportedly been committing.

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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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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As seniors age, one of the biggest decisions to face is whether to stay in your home or find someplace that can help you care for yourself for the rest of your days, especially if your health declines. Enter CCRCs or Continuing Care Retirement Communities. What are they? And what should you look out for if you’re shopping for one yourself? Listen to find out more.

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.

Click below to read the full transcript..

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The IRS has released a draft version of a new Form 1040 for your taxes. What are the changes and how does it impact you. Also, you’re retired – why is goal planning still important as you live in retirement?

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.

Click below to read the full transcript..

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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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