Make It Last – Ep 110 – Gift Card Scammers, Age’s Impact on Financial Literacy, & Nursing Home Expenses

On average, after age 60, financial literacy decreases by 1.5% per year. In today’s episode, Victor discusses how to handle this idea moving forward in financial planning. Victor also talks through scammers using gift cards to finance fraud as well as the rise of nursing home expenses.

Text QUESTIONS TO 609-554-5936 for a free report to help you figure out who you should be working with and questions you should be asking you current advisor, or a potential advisor.

Like this episode? Leave a review and give a 5-star rating on the Apple Podcast app. As always, share with a friend!

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

Click below for full transcript Continue reading →

Make It Last – Ep 109 – 5 Psychological Stages of Retirement, Electronic Wills, & Mindfulness

In today’s episode, Victor breaks down electronic wills and reiterates the importance of mindfulness. Victor also lays out the 5 Psychological Stages of Retirement as inspired by a study done by AgeWave, Ameriprise Financial, & Harris Interactive to learn more about the attitudes and worries of people before and after retirement.

For a FREE checklist to help with your retirement income planning, text the word CHECKLIST to 609-554-5936

Like this episode? Leave a review and give a 5-star rating on the Apple Podcast app. As always, share with a friend!

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.

Click below for full transcript. Continue reading →

Podcast: Play in new window | Download

Subscribe: Android | RSS

Make It Last – Ep 108 – 5 Retirement Planning Sins & Fiduciary Advisors vs Financial Advisors

Podcast: Play in new window | Download

Subscribe: Android | RSS

In today’s episode, Victor tackles the question, “Are my financial advisors working in my best interest?” In addition, Victor discusses 5 Retirement Planning Sins and ways to avoid and overcome them.

For additional information on retirement planning issues and things you should look to avoid, text RETIREMENT to 609-554-5936.

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.

Click below to read the full transcript…

Continue reading →

Podcast: Play in new window | Download

Subscribe: Android | RSS

Make It Last – Ep 107 – Interview with Professor Jamie Hopkins

Podcast: Play in new window | Download

Subscribe: Android | RSS

In this episode, Victor interviews Professor Jamie Hopkins. Professor Hopkins is the Director of Retirement Research for the Carson Group (an organization that assists financial advisors), and teaches retirement planning at the American College of Financial Services and is the author of the book “Rewirement : Rewiring the Way You Think About Retirement“.

This is a fantastic interview that covers all of the major mistakes of retirement planning as well as what the future might hold for retirees.

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.

Podcast: Play in new window | Download

Subscribe: Android | RSS

Make It Last – Ep 106 – Social Security Misconceptions, Potential New Retirement Rule Impacts, and The Problem With Zero-Fee Investments

Podcast: Play in new window | Download

Subscribe: Android | RSS

On Thursday, May 23rd, the House of Representatives passed a sweeping reform to the 401k laws. How will it affect you?

Also, much of the news in the world of investment choices has focused on the advent of no-fee or pay-to-own investments. Are these a good idea?

Finally, Social Security is one of those areas with lots of misconceptions that can lead to bad assumptions. How can you avoid making mistakes?

Answers to all of these questions on today’s show.

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.

Podcast: Play in new window | Download

Subscribe: Android | RSS

Make It Last – Ep 105 – Avoiding Investment Strategies That Don’t Work & Potential New Retirement Plan Laws

Too often we are led astray by looking for a magic pill or secret. In segment 1 of today’s show, Victor discusses how to avoid investment strategies that don’t work, plus potential new retirement plan laws that might affect your 401k.

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.

Podcast: Play in new window | Download

Subscribe: Android | RSS

Make It Last – Ep 104 – Charting Your Retirement Map & The Importance of Owning International Stocks

Podcast: Play in new window | Download

Subscribe: Android | RSS

In this episode, Victor discusses why international stocks are an important asset class, even as they have lagged behind in performance vs domestic stocks. Also, how do you create a retirement map to help you get from Point A to Point B?

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.

Podcast: Play in new window | Download

Subscribe: Android | RSS

Make It Last – Ep 103 – Scary Retirement Statistics & Advisor Credentials That Matter

Podcast: Play in new window | Download

Subscribe: Android | RSS

In this episode, Victor shares 9 scary retirement statistics, as well as strategies to avoid becoming one of those statistics. In addition, Victor covers which advisor credentials matter, and which are pure bunk.

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.

Podcast: Play in new window | Download

Subscribe: Android | RSS

Make It Last – Ep 102 – Top Strategies for Making Your Money Last In Retirement

Podcast: Play in new window | Download

Subscribe: Android | RSS

Lottery winners often spend all of their winnings within 5 years of getting the money. Why? Because they failed to have a plan. Don’t let that happen to you. In this episode, Victor shares top strategies for making sure you have the best chance of making your money last in retirement.

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.

Click below to read the full transcript…

Continue reading →

Podcast: Play in new window | Download

Subscribe: Android | RSS

Make It Last – Ep 101 – Tax Tips For Retirees & 7 Deadly Sins Boomers Make In Retirement

Podcast: Play in new window | Download

Subscribe: Android | RSS

Just like everything else in retirement, income taxes need to be preplanned. The first half of the show, Victor will cover how you can be most prepared for your 2019 income taxes, especially with this new tax law. If you want even more information on how you can be most prepared for 2019 tax season, text INVITE to 609-554-5936 and you will receive an invitation to Medina Law Group & Palante Wealthe Advisor’s 2019 Tax Planning Lunch & Learn on April 29th at 12pm.

In the second half of the show, Victor shares some insight on how to can avoid these 7 deadly retirement sins, baby boomers have reportedly been committing.

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.

Click below to read the full transcript…

Continue reading →

Podcast: Play in new window | Download

Subscribe: Android | RSS