Statistics say most of us will have abandoned our New Year’s goals by mid-January. Victor is here with some motivation to keep your retirement goals. Just as you would with fitness goals, it is important to set short-term goals to give you a sense of achievement while working toward your long-term retirement goals.

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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When building a house there needs to be a lot of care and attention put on making sure the foundation will hold up for years to come. The same care and attention should go into your retirement foundation, to make sure you are financially secure for years to come.

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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There is no cookie cutter retirement portfolio. Some people are looking to travel in retirement while others are looking to save and leave money behind. Listen here as Victor explains how to put your retirement portfolio together, whatever your risk tolerance might be.

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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Now is the time where predictions are being made on television and radio on whether or not we will see a “bull market” or a “bear market” in 2019. What exactly does that mean, especially for those in retirement? Tune in this week as Victor explains, in depth, bull and bear markets and how to deal with each of them as a retiree.

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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The 401(k) plan has become the leader in today’s retirement savings vehicles. Most employers have a 401(k) or company plan that they set up for employees, with a potential for a company match. In today’s episode Victor will let you know how you can set up your retirement plan to not only get you into retirement, but take you where you want to go once you’re 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.

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Victor Medina is excited to announce that Make It Last will now be released as hour long segments and air Wednesday mornings at 11am on WCTC 1450AM radio. The hour segment is part of a featured series on WCTC Radio – Sound Advice. The featured series is where professional experts offer their knowledge on topics from financial guidance, to help with mortgages, and advice on healthy living.

This episode will be an introductory episode for the new Wednesday morning listeners. You will learn what makes Victor Medina qualified to give “sound advice” and what makes Medina Law Group and Private Client Capital Group unique.

Medina Law Group and Private Client Capital Group want to welcome all new listeners and to say thank you to all the dedicated listeners. We have a lot more to offer and hope you will stay on this educational journey with us.

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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While out at a conference last week Victor had the opportunity to see some inspiring speakers, one of them being Dr. Jeffrey Life. You may have seen Dr. Life on the cover of magazines or on television, he is an 80 year old man who decided to turn his life around in his late 50s and get into the best shape of his life. Now he travels as an inspirational speaker sharing his wealth of knowledge on all things healthy living. In this episode Victor shares Dr. Life’s 12 Keys to Healthy Living.

In the second half of the show, Victor shares some lessons we can learn from the recent passing of Stan Lee & George H.W. Bush, regarding their estate plans. Victor goes over the importance of not only having an estate plan, but having a complete one.

All that AND some exciting news from Medina Law Group and Private Client Capital Group!

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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In the first segment of the show Victor provides an update on the status of the NJ fiduciary rule for financial advisors.The rule is currently being discussed in informal conferences. In these conferences some financial advisors are claiming, should the rule be imposed, it will negatively influence how they are able to do their job, rather than looking at the rule as what is in the clients’ best interest.

In the second half of the show Victor is joined by Hilary Murray of Brandywine Pennington. In a continuation of the holiday season series, Hilary shares what makes assisted living and Brandywine unique. She shares her thoughts on when families should start considering assisted living for loved ones and some important signs to look for when visiting with older family members during the holidays.

If you would like more information on Brandywine you can visit their website www.brandycare.com/our-communities/pennington/ or call directly to schedule a tour!

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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We are coming up on the last days for Medicare open enrollment. You will have until December 7th to enroll so if you have not done so yet, there is still time. Take a listen to the first half of this show as Victor explains the importance of enrolling on time and suggests going back to episode 74 to listen to the interview with Carol Baker of CABA Benefits, as she shared her wealth of knowledge of all things Medicare.

In the second half of the show, Victor continues the holiday season series. Now is the time where families are getting together and have an opportunity to see older family members during the holidays. During this time they may begin to recognize some form of decline, whether it be cognitively, physically, or a little bit of both. Kat & Kelly of Independence Home Care speak on their area of expertise, home care. They share valuable information, from how to know when someone needs home care to how to shop for a home care agency.

If you would like more information about Independence Home Care you can visit their website.

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…

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Seeing those you have not seen in a while can draw attention to issues you may not have realized were developing in older adults in your family. After the holidays is a great time to begin to develop a team of professionals to assist your family in getting older adults to a safe and comfortable place in their lives as they continue to age. Listen to the first segment of the show as I describe a few good places to start when developing your team.

In the second segment of the show I interviewed Dr. Apter of Princeton Medical Institute. We discussed the clinical trials Dr. Apter has been providing to those with Alzheimer’s, which aid in finding effective solutions to those living with the disease.

For more information on the clinical trials Dr. Apter can provide visit Princeton Medical Institute’s webpage.

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 →

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Subscribe: Android | RSS