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 Group or 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 Group or Private Client Capital Group.

Click below to read the full transcript…

Continue reading →

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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…

Continue reading →

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Credit scores are everywhere these days. How did they get started and what are the important numbers that make them work? Learn what you need to know in this week’s show…

Also, would you like to watch this show instead of listening to it? We have begun to simulcast the show with a video stream that you can watch on YouTube. Here is the link.

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: Android | RSS