Retirease Radio with Victor Medina CFP®, RICP®, CELA®

Latest Episodes:

Make It Last - Ep 106 - Social Security Misconceptions, Potential New Retirement Rule Impacts, and The Problem With Zero-Fee Investments May 29, 2019

Show notes

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.

Make It Last - Ep 105 - Avoiding Investment Strategies That Don't Work & Potential New Retirement Plan Laws May 15, 2019

Show notes

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.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Make It Last - Ep 104 - Charting Your Retirement Map & The Importance of Owning International Stocks May 08, 2019

Show notes

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.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Make It Last - Ep 103 - Scary Retirement Statistics & Advisor Credentials That Matter May 01, 2019

Show notes

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.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Make It Last - Ep 102 - Top Strategies for Making Your Money Last In Retirement Apr 24, 2019

Show notes

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.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Make It Last - Ep 101 - Tax Tips For Retirees & 7 Deadly Sins Boomers Make In Retirement Apr 17, 2019

Show notes

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 will give you some insight on how you can avoid these 7 deadly sins, people in retirement have reportedly been committing.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Make It Last - Ep 100 - Why You Shouldn't Rely on Medicare for All in Retirement Apr 10, 2019

Show notes

Today is a very special episode!

1. It marks the 100th episode recorded &

2. It marks the 2 year anniversary of Make It Last Radio.

Thank you for following the program for 2 years and 100 episodes. I am excited for what the future holds and to keep sharing great legal and retirement information.

The topic for today is Medicare coverage and why it should not be your sole coverage in retirement. Many people believe that Medicare will cover all healthcare costs in retirement. Listen today to see how following that belief could become your most costly mistake.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Make It Last - Ep 99 - How to Find, Calculate, and Control Your Fees During Retirement Apr 03, 2019

Show notes

In this episode Victor goes over some legal and retirement updates - the status of the law which will allow terminally ill patients to have the "right to die" & the status of the Nevada fiduciary law.

The main topic of the episode is retirement fees. Fees in retirement can add up in a hurry, and if you want to make sure you won't run out of money, you need to keep as much as you can in your portfolio at all times. Today's episode will help you not only locate your fees and calculate what they are but will teach you how to control those fees.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Make It Last - Ep 98 - Gearing Up for the Changes Retirement Brings Mar 27, 2019

Show notes

Transitioning into retirement is going to be a big change for a lot of people. Likely you have been used to the routine of working for the past 20 or 30 years. Retirement is going to cause major changes to not only your routine but also your financial situation. The best thing you can do when gearing up for retirement is begin planning, and begin planning early.

One of the recommendations Victor makes in this episode is to begin planning for taxes when you are in retirement. If you would like to download a FREE retirement guide for taxes just text TAX to 609-554-5936.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Make It Last - Ep 97 - Keeping Up With Your Pay Stub & Index or Mutual Funds - Which is Better for You? Mar 20, 2019

Show notes

In the first half of the show, Victor explains the importance of keeping a close eye on your pay stubs. You want to make sure that your retirement funding is exactly how you had indicated you wanted it to be, your pay is being calculated appropriately, and always pay close attention whenever a big change happens in your life,

In the second half of the show, Victor compares and contrasts index and mutual funds. He goes over the specifics of each fund and gives his recommendation on which one he feels is better for retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

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