Make It Last – Ep 51 – 10 Ways Your Retirement Income Is Taxed

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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 Group or Private Client Capital Group.

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Make It Last – Ep 39 – Tax Reform Deep Dive for Retirees

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This week, Victor takes a deep dive on the new tax law, especially the way it affects retirees. Only 30 minutes in this show, so if you want more information, register for an upcoming workshop by subscribing to our newsletter at victor@jerseyestateplanning.com.

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 38 – New Tax Law Overview Pt 1 & Should You Trust Computer Model “Buy/Sell” Recommendations

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This week, Victor covers a news story where a computer model made a 4-year error on a buy-sell stock recommendation. Also, there’s a new tax law…have you heard? This week, Part 1 of our overview.

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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Make It Last – Ep 37 – 5 Fees You Should NEVER Pay in Retirement & Getting Tax Credit for Charitable Giving

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There are 5 fees you should NEVER pay in retirement, and we cover how to get tax credit for charitable giving.

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 36 – 7 Year End Tax Planning Tips

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It’s not too late to take advantage of some year-end tax planning tips. We’ve got 7 of them for you to consider before December 31st.

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 32 – New GOP Tax Bill & New Reverse Mortgage Rules

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This week, the House of Representatives passed a new proposed tax bill. I’ll cover what the new bill changes about taxes, as well as covering some new rule changes to reverse mortgages and why you probably shouldn’t consider using a reverse mortgage as part of your retirement planning.

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.

Click below to read the full transcript…

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Make It Last – Ep 19 – Understanding NJ & PA Inheritance and Estate Taxes

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Death and Taxes – that’s what they say are life’s only certainty. But..what if they are one in the same. In NJ and PA, you have to worry and plan for both death and taxes, and in this show, I’ll help you understand the distinction between them.

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 1 – First Show, The Tooth Fairy, and Last-Minute Tax Tips

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Welcome to Make It Last with Victor Medina. This is episode number one, which originally aired on April 15, 2017.

This episode introduces your host Victor Medina and the show. It also covers how much inflation has affected what the tooth fairy leaves children. And, finally, some last minute tax-tips for filing your taxes this year.

Show Notes:

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

About Victor Medina:http://www.jerseyestateplanning.com/about-us/about-the-team/

The Original Toothfairy Poll: http://www.theoriginaltoothfairypoll.com/fairy-tales/

Why is Tax Day April 18, 2017?: https://www.thebalance.com/why-is-april-17-tax-day-3306324

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