Make It Last – Ep 6 – Passing a Retirement Quiz, Assisted Living Questions with Guest: Lisa Kelly

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Can you pass a basic retirement income quiz? Most Americans could not. Here is a link to the quiz – http://retirement.theamericancollege.edu/retirement-101/2017-retirement-income-literacy-quiz and here’s a link to the results.

As you get older, the chances that you may need help managing your affairs increases significantly. Listen this week to an interview with our special guest Lisa Kelly, Regional Director of Business Development, with the Care One family of assisted living facilities.

This will be a fantastic discussion of assisted living options that you won’t want to miss.

For more information, visit http://www.care-one.com/ to learn more about Care One.

Want to learn more? Be sure to tune to Make It Last on Saturday mornings at 7:30am on WCTC 1450AM or subscribe to the show on iTunes here.

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.

Read the transcript below…

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Make It Last – Ep 5 – All About Annuities

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Annuities are one of the most oversold and misunderstood financial products in the marketplace.

This week, on Make It Last with Victor Medina, we discuss how to tell if an annuity is right for you, including three kinds of people who should never buy an annuity.

Want to learn more? Be sure to tune to Make It Last on Saturday mornings at 7:30am on WCTC 1450AM or subscribe to the show on iTunes here.

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.

For more information, read the transcript below:

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Make It Last – Ep 5 – Teaser

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Annuities are one of the most oversold and misunderstood financial products in the marketplace.

This week, on Make It Last with Victor Medina, we discuss how to tell if an annuity is right for you, including three kinds of people who should never buy an annuity.

Want to learn more? Be sure to tune to Make It Last on Saturday mornings at 7:30am on WCTC 1450AM or subscribe to the show on iTunes here.

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.

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Make It Last – Ep 4 – Planning To Grow Older

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There are 10,000 people turning 65 every day from now until the year 2040. In addition, advances in medicine and health treatments means that these individuals will live longer, and may require help along the way in the form of long-term care at home or in an assisted living facility.

Getting older isn’t easy, and with it come incredible risks to your nest egg if you don’t take steps to protect yourself with proactive legal planning.

Today we discuss what kind of care you may need in the future, how to pay for it, and what you can do today to start on the path.

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.

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Make It Last – Ep 4 – Teaser

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There are 10,000 people turning 65 every day from now until the year 2040. Getting older isn’t easy, and with it comes incredible risks to your nest egg.

Want to learn how to protect yourself? Be sure to tune to Make It Last on Saturday mornings at 7:30am on WCTC 1450AM or subscribe to the show on iTunes here.

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.

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Make It Last – Ep 3 – All About Trusts & Exploring Teacher Retirement Accounts

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Do you know a teacher or someone that works for a school district? In the first segment, we explore how public school employees have been sold terrible variable annuities, even as the reps looked like they were endorsed by the district.

Then, do you think that “trusts” are just for rich people? Well, they’re not.

On this week’s Make It Last, Victor discusses the difference between a Trust and a Will and which may be right for you. And Victor discusses the 4 trusts that you absolutely need to consider including in your estate plan.

Show Notes:

Free Book Offer ($5 S&H): https://www.makeitlastradio.com/freebook

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.

Here is the transcript from this episode…

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Make It Last – Ep 2 – How To Create Wealth in Your 50s and How To Make Sure Your Financial Advisor Lines Your Pockets Instead of His Own

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On Episode 2 of Make It Last with Victor Medina, we discuss how to create wealth in your 50s, and the new Department of Labor “fiduciary” rule.

Does this rule protect investors as much as the reports suggest? How can you make sure that you’re advisor works in your best interests instead of their own?

Show Notes:

Free Book Offer ($5 S&H): https://www.makeitlastradio.com/freebook

For more information about Medina Law Group’s estate planning team, visit:http://www.jerseyestateplanning.com/about-us/about-the-team/

For more information about working with Private Client Capital Group’s retirement planning services, visit: http://www.privateclientcapitalgroup.com/

Click the link below to read the full transcript….

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Make It Last – Ep 2 Teaser

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On this week’s Make It Last, host Victor Medina will discuss how to create wealth in your 50s, as well as the new Department of Labor “fiduciary” rule and how it will affect working with a financial advisor.

Could your advisor be working to line his pocket, instead of your pocket? Listen in to learn the answer.

Make It Last radio is brought to you by Medina Law Group and Private Client Capital Group. Host Victor Medina is an estate planning and elder law attorney, as well as a Certified Financial Planner. Make It Last discusses retirement planning topics, including estate planning, asset protection, financial planning, investments, and income tax planning…but in a fun way. Make It Last with Victor Medina, helping to keep your legal ducks in a row and your financial nest egg secure.

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