Make It Last – Ep 121 – Empowering Women In Retirement, New Laws on Electronic Wills, Surrender Charges in Annuities, & (Almost) Goodbye

This week, Victor breaks the news that he will be ending the radio show. But before everyone gets too tearful, this is not a hard goodbye. Make sure to subscribe to the show on Spotify, Apple Podcasts, as well as on your Android device so you can be right back with us when we launch into future content with new segments and new series.

Victor then talks about his newest book: Empowering Women In Retirement. He talks about why he was led to write this book and some of the great chapters inside. Victor also invites YOU to his book launch party at Amalfi’s in Lawrenceville on November 14th. He’s covering food and the books but is asking for $10 donations for each copy, that will all go completely to WomanSpace. WomanSpace is an organization here in Mercer County that helps women, men, and families impacted by domestic violence. If you work for an organization who would benefit from having Victor come talk about the book, reach out to us at 609-818-0068.

Finally, Victor dives into some financial and legal topics. First up, he discuses the new laws that are allowing people to create and sign wills online. While the Internet has allowed for many simplicities in our lives – is it really good for our planning? Victor discusses the positives and negatives of the new trend. Then Victor ends the show discussing surrender charges in annuities and whether they are worth paying to get out of a situation.

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.

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Make It Last – Ep 120 – Annuity Application Walk-Through & Funeral Representatives

This week, Victor begins the show discussing funeral representatives and how laws have changed how it works today. Then, Victor switches gears and walks through an annuity application: how was it put together and what should you be looking for?

If you’re interested in attending our October 21st or October 29th seminar all around wills and trusts at Rider University, text the word INVITE to 609-554-5936. Or you can call the office at 609-818-0068, and we can get you on the list!

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.

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Make It Last – Ep 119 – Legal Risks of Living Together Unmarried After 50, Self Directed Investments, & Pension Buy-Outs

A potpourri of topics this week. In this episode, Victor explains the legal risks of living together, unmarried, after age 50. Estate planning laws favor couples who are married so what does that mean for everyone else? Then, Victor discusses an article that talks about the difference between people who are self directed in their investments and those who work with an advisor. Finally, Victor finishes the show with whether a pension buy-out is right for you.

If you’re interested in attending our October 21st or October 29th seminar all around wills and trusts at Rider University, text the word INVITE to 609-554-5936. Or you can call the office at 609-818-0068, and we can get you on the list.

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.

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Make It Last – Ep 118 – Common Regrets & Mistakes in Retirement and How To Avoid Them

A lot of pre-retirees fear retirement because they worry about running out of money or not being successful. In this episode of Make It Last, Victor looks at common regrets and mistakes that retirees have experienced and ways you can avoid making them.

We are holding a couple education seminars titled Wills & Trusts: Simplified at Rider University in Lawrenceville, NJ on Monday, October 21st and Tuesday, October 29th!  If you’re interested in how planning documents are created and how they’re used and would like to attend: text the word INVITE to 609-554-5936 and we’ll put you on the list!

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.

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Make It Last – Ep 117 – How Much Money You Need To Retire

Is $1 million the magic number you need to retire? In this week’s episode, Victor challenges conventional wisdom and makes a point that you might not need as much money to retire as you’re being told.

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. To schedule a free consultation with us call 609-818-0068.

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Make It Last – Ep 116 – Which Retirement Vehicle Is Right For You?

Sometimes it’s hard to tell where we should be focusing our investments. In this episode of Make It Last, Victor talks through which retirement vehicle is right for you; focusing primarily on 401K plans and IRAs.

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. To schedule a free consultation with us call 609-818-0068.

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Make It Last – Ep 115 – Strategies to Increase Happiness in Retirement

In this week’s episode, Victor discusses the idea of being happy in retirement. What are ways people can find joy in retirement and bring down stress? Victor also spends some time giving the latest update to the Medical Aid in Dying for the Terminally Ill Act (or the “Right to Die Act”)

For a FREE report to help you in planning your income text the word INCOME 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. To schedule a free consultation with us call 609-818-0068.

Click below for transcript! Continue reading →

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Make It Last – Ep 114 – Difference Between Retirement Planning & Financial Planning

Are retirement planning and financial planning the same thing? NO! In this episode I discuss the differences between them. I also talk a little about the rising nursing home costs and give you an update in what’s happening with the Aid in Dying for the Terminally Ill Act

For a FREE guide on some top Retirement Issues, text the word RETIREMENT 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 transcript! Continue reading →

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Make It Last – Ep 113 – Key Decisions You Have To Consider in Retirement & Retiring on a Shoestring

How do you retire when you have no money? Learn some tips for retirement on a shoestring budget! Then, Victor discusses The 5 Key Decisions You Have to Consider In Retirement.

For a FREE RETIREMENT CHECKLIST, text the word CHECKLIST to 609-554-5936. Make sure you’re on the right track for retirement!

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 transcript!

Continue reading →

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Make It Last – Ep 112 – 3 Worlds of Money, Planning for Incapacity & Fixed-Indexed Annuities

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In this episode of Make It Last, Victor dives into both the legal and the retirement world. First, Victor discusses planning for incapacity and managing different financial accounts in that time. Then, Victor goes through the 3 different worlds of money: Banking, Insurance, and Wall Street. How are these worlds defined? How should they be integrated? How should your investments change once you hit retirement? All these questions answered in this portion of the show.

Text “ABC” to 609-554-5936 for a free report on the ABC’s of Fixed-Indexed Annuities!

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 for full transcript… Continue reading →

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