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

Latest Episodes:

Make It Last - Ep 87 - 4 Potential Benefits to Rolling Over a 401(k) to an IRA Jan 09, 2019

Show notes

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.

Make It Last - Ep 86 - Sound Advice Jan 02, 2019

Show notes

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.

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

Make It Last - Ep 85 - Dr. Life's 12 Keys to Healthy Living, Exciting Updates, & Lessons Learned from Celebrity Deaths Dec 22, 2018

Show notes

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 and updated one.

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

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

Make It Last - Ep 84 - The Status of the NJ Fiduciary Rule for Financial Advisors & Interview with Hilary Murray of Brandywine Pennington Dec 08, 2018

Show notes

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!

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

Make It Last - Ep 83 - Last Call for Medicare Open Enrollment & Interview with Kat & Kelly of Independence Home Care Dec 01, 2018

Show notes

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.

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

Make It Last - Ep 82 - Developing Your Team & an Interview with Dr. Apter of Princeton Medical Institute Nov 24, 2018

Show notes

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

In the second segment of the show Victor interviews Dr. Apter of Princeton Medical Institute. Listen this week as they discuss the clinical trials Dr. Apter provides to those with Alzheimer's to help 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.

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

Make It Last - Ep 81 - 10 Non-Financial Estate Planning Issues Nov 17, 2018

Show notes

Estate planning is not just about getting documents put into place and making sure your finances are allocated to go to the right person or place. An estate plan should be personalized to your own specific needs and lifestyle, to make sure that things like your pets and online accounts have someone taking care of them. Listen this week for the 10 non-financial estate planning issues people face when creating their plan.

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

Make It Last - Ep 80 - Protecting Your Family From The Costs Of Aging Nov 10, 2018

Show notes

In 2016 Victor published his first two books in the Make It Last series. One in the area of fundamental estate planning and one in the area of retirement planning. After realizing the great need to continue the Make It Last series with a book on elder law planning and the costs of aging, Victor published Make It Last: Protecting Your family From The Costs Of Aging.Tune in this week to learn more about how this book can help yourself, loved ones, or clients during the aging process.

If you are interested in purchasing any of the Make It Last books, they are all available on Amazon. Remember to leave a 5 star review when you finish reading!

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

Make It Last - Ep 79 - A Few Things to Keep in Mind & Interview with Paul Euell of SYNERGY HomeCare Nov 03, 2018

Show notes

In the first segment of the show Victor shares two things you should keep in mind: Medicare open enrollment is currently going on until December & the recent volatility of the stock markets is normal. In the second segment of the show Victor interviews Paul Euell of SYNERGY HomeCare. Paul provides a wealth of knowledge on how home care can help people who would like to age in place, need additional care after surgery, because of a fall, or cognitive issues.

If you have been considering home care for a loved one please visit SYNERGY's website for more information on how they can help.

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

Make It Last - Ep 78 - What Does it Mean to Have an E.P.I.C. Retirement & Interview with Bernie Sokal of MoneyCare Financial Oct 27, 2018

Show notes

In the first half of episode 78 Victor explains the new concept of an E.P.I.C. retirement and how the meaning of retirement has changed over the years. In the second half of the episode Victor interviews Bernie Sokal of MoneyCare Financial. Bernie is a daily money manager and fiduciary, meaning he is able to manage the finances of individuals who might struggle with bill paying, preparing checks or bank deposits, balancing their checkbook, or organizing and maintaining financial records, and he does so all in the best interest of the client. Tune in to learn how a daily money manager might be able to help you.

If you or a loved one might be in need of a daily money manager, you can visit MoneyCare Financial's website, www.moneycarefinancial.com

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

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