Make It Last – Ep 47 – Shattering the Myths About Alzheimer’s Disease

Podcast: Play in new window | Download

Subscribe: RSS

This week, Victor addresses some of the risk and expenses of investment platforms like Wealthfront and Fidelity target date funds.

Also, two special guests join the show to discuss some of the innovative ways they are helping seniors suffering from Alzheimer’s and other dementia diseases. Jennifer Garcia and Mary DelValle from Brookdale-Hamilton join us for two segments to introduce the strategies they use to keep seniors dealing with dementia engaged emotionally and mentally.

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: RSS

Make It Last – Ep 46 – Three Ways To Run Out of Money in Retirement (and How To Avoid Them)

Podcast: Play in new window | Download

Subscribe: RSS

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 →

Podcast: Play in new window | Download

Subscribe: RSS

Make It Last – Ep 45 – The Secret To Selecting a Really Great Estate Planning Attorney

Podcast: Play in new window | Download

Subscribe: RSS

You may only do it once or twice across your lifetime. So, what’s the secret to selecting a really great estate planning attorney? You need to focus on four areas that Victor covers in this episode of Make It Last.

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: RSS

Make It Last – Ep 44 – Is Your Financial Advisor Worth The Cost?

Podcast: Play in new window | Download

Subscribe: RSS

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.

Click below to read the full transcript…

Continue reading →

Podcast: Play in new window | Download

Subscribe: RSS

Make It Last – Ep 43 – Stock Market Roller Coaster and Should You Stay With Your Company 401k?

Podcast: Play in new window | Download

Subscribe: RSS

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…

Continue reading →

Podcast: Play in new window | Download

Subscribe: RSS

Make It Last – Ep 42 – All About Credit Scores

Podcast: Play in new window | Download

Subscribe: RSS

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: RSS

Make It Last – Ep 41 – Beware Discount Brokers and Tax Scams

Podcast: Play in new window | Download

Subscribe: RSS

Discount brokers will tell you that they don’t work on commission, but that may not be the end of the story. Many discount brokerages pay bonuses based on the products they sell consumers, products that may not be in your best interest. In addition, with tax season comes the additional threat of tax scams. Learn how to protect yourself against both of these in this episode.

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: RSS

Make It Last – Ep 40 – Three Concepts, Simply Explained: Medicaid Planning, Annuities, & Trusts

Podcast: Play in new window | Download

Subscribe: RSS

In this episode, Victor launches a new segment called “Three Concepts, Simply Explained”. He will cover three complicated topics and try to explain them in 8 minutes or less. This week, the three concepts are: Medicaid planning, Annuities, and Trusts.

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: RSS

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

Podcast: Play in new window | Download

Subscribe: RSS

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.

Click below to read the full transcript…

Continue reading →

Podcast: Play in new window | Download

Subscribe: RSS

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

Podcast: Play in new window | Download

Subscribe: RSS

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…

Continue reading →

Podcast: Play in new window | Download

Subscribe: RSS