This week, Victor & Mark begin the show talking about how important estate planning is, if you want to make things easier for your loved ones who you leave behind. Then, there are a lot of retirement tools out there like 401ks and Roth IRAs – are they enough for your future? Finally, the pair discuss the different types of financial advisors out there, & the 3 Worlds of Money.

Bonus: Victor ends the show talking a little more in depth about his family at home!

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If you’re interested in a complimentary consultation, reach out to us at 856-506-8300.

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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Buzz Aldrin is in the middle of a battle with his family over the alleged misuse of his money. How could a revocable living trust have helped protect him? Learn about that this week.

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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Whether you handle your own financial advice, or you think you aren’t paying for financial advice (hint: you are), or you’re working with an advisor…the question remains: Is Your Financial Advisor Worth The Cost?

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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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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On June 9th, the new Department of Labor “fiduciary rule” went into effect. Who does it cover? Can you be comfortable that you’re getting the best advice now? What are the warning signs you should look for?

Listen in this week for a full show on what the new DOL fiduciary rule means for your and your retirement assets.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. 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 →

On June 9th, the new Department of Labor “fiduciary rule” went into effect. Who does it cover? Can you be comfortable that you’re getting the best advice now? What are the warning signs you should look for?

Listen in this week for a full show on what the new DOL fiduciary rule means for your and your retirement assets.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Private Client Capital Group.

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:

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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/

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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.