The news outlets like to tell you that you can take 4% a year from your retirement portfolio and not run out of money, but is that true? This week shares with you why taking 4% every year might destroy your retirement.

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.

If you are approaching retirement and you don’t have enough money, there are a few things you can do to make up your retirement shortfall. Also, having your attorney be a Certified Elder Law Attorney (CELA) can be a major advantage. Why? Listen to this show to learn why.

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.

Mistakes are a part of life. When it comes to money and time, mistakes near retirement can have catastrophic consequences. This week, Victor discusses the 10 worst money mistakes for near retirees.

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 Groupor Private Client Capital Group.

Three topics for this show: How to select a great executor or power of attorney agent. Then Victor talks about how to plan for getting older if you’re single, with or without kids. Finally, Victor discusses the real cost of not working with a “best-interests” financial advisor.

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 Groupor Private Client Capital Group.

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Tax rates are at their lowest in three decades, and the law is set to revert back to the old numbers in a few years. So, does that mean that it’s the perfect time to consider a Roth IRA conversion?

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 Groupor Private Client Capital Group.

Click below to read the full transcript…

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When you’re in retirement, one of the biggest bites out of your spending money is income tax. What you are invested in, and where that investment is, can make a huge difference in whether your money will last as long as you need it. In this episode, we cover 10 ways your retirement income is taxed.

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 Groupor Private Client Capital Group.

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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…

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In this episode, Victor explores some basics like: Why is estate planning important anyways? In the second half of the episode, Victor discusses how to select an asset manager, and why it’s important to select one aligned with your investment beliefs.

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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As you enter retirement, one of the biggest concerns is: will you have enough? Well, there are a few things that can happen that would threaten your ability to “make it last” through retirement. In this show, we’ll discuss three of them, and how to avoid the risk.

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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This week brought quite a roller coaster ride in the stock market. What caused it, and what does it mean? Also, should you keep your company 401k when you leave that job or retire? What about company stock in the 401k? This episode provides the answers.

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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