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

Latest Episodes:

Make It Last - Ep 77 - Interview with Andy Fritz and Kelly Astbury of Homestead at Hamilton Oct 20, 2018

Show notes

This week on Make It Last Radio, Victor had the opportunity to interview Andy Fritz and Kelly Astbury of Homestead at Hamilton, an independent and assisted living community. Tune in to hear about Homestead's "successful aging" philosophy and all about what make Homestead a unique community.

If you would like more information on Homestead at Hamilton Andy and Kelly encourage you to visit their community at 2560 Kuser Rd Hamilton, NJ or visit their website: www.homesteadathamilton.com

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 76 - Interview with Steve Besserman of AriJoe Productions Oct 13, 2018

Show notes

Your legacy goes far beyond the finances and personal items you will leave behind. The real legacy your family will remember you by are the collection of stories, photos, and videos you have gathered over your lifetime. Steve Besserman of AriJoe productions is an award winning documentarian and he assists families in the telling of those stories. AriJoe productions can help you capture the amazing lifetime stories of your loved ones, to share for many generations to come.

Visit AriJoe Productions' website for more information and to watch some of the amazing documentaries Steve has put together for families and organizations in the community.

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

Make It Last - Ep 75 - A Portfolio is Not a Plan & NJ's Proposed Fiduciary Rule Oct 06, 2018

Show notes

This week on Make It Last, Victor gives details on why a portfolio is not a plan, a newly proposed NJ fiduciary rule, as well as a glimpse as to why NJ has been ranked as the worst tax structure in the nation.

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

Make It Last - Ep 74 - Interview with Carol Baker of CABA Benefits Sep 29, 2018

Show notes

Medicare open enrollment is swiftly approaching. Now is the time to gather as much information as possible and begin your planning. Tune in this week to get some great information from Carol Baker, Principle of CABA Benefits, as she shares her wealth of knowledge on everything Medicare.

If you need additional information you can give Carol Baker a call at 973-428-0863 or visit her webpage cababenefits.com

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

Make It Last - Ep 73 - Interview with Mary Kay Krokowski of Aging Advisors Sep 22, 2018

Show notes

On this episode of Make It Last, Victor hosts an interview with Mary Kay Krokowski, President and Founder of Aging Advisors. Mary Kay gives information on what Aging Advisors can do for families who are feeling overwhelmed with the future care of an aging loved one and when the time is right to call a geriatric care management service.

For more information on Aging Advisors visit their website: http://agingadvisors.com/

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

Make It Last - Ep 72 - 19 Ways IRAs Differ from Other Assets Sep 15, 2018

Show notes

IRAs are very different from most other assets and require very specific planning. IRA's tend to be where most people's money is - so tune in this week to get a clearer picture of just how different IRAs are from your other assets.

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

Make It Last - Ep 71 - Interview with Lisa Kelly & Michelle Gidosh of CareOne Assisted Living Sep 08, 2018

Show notes

This week, starting tomorrow, 9/9 until 9/15, assisted living week will be going on. Assisted living facilities will be hosting events to celebrate those who work and live in the facilities, under the theme of "Capture the Moment." On Make It Last, this week, Victor interviews Lisa Kelly and Michelle Gidosh of CareOne Assisted Living Facility. They share what makes CareOne a unique facility as well as what you should look for if you're shopping for a facility.

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

For more information about what CareOne has to offer visit: www.care-one.com

Make It Last - Ep 70 - A Wolf in Sheep's Clothing: Incidents of Abuse of Power Against the Elderly Sep 01, 2018

Show notes

Abuse against the elderly is usually hidden in plain sight, a "wolf in sheep's clothing" if you will. Some terrible individuals, who are in positions of authority and trust, are taking advantage of their most vulnerable, elderly clients. In this episode, Victor shares a few stories, which happened pretty recently and unfortunately fairly often. These stories are of trusted authority figures who abused their power and took advantage of their elderly clients. They stole money and disguised it as necessary fees for their services. The lesson from this episode: always have a system of checks and balances in place.

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

Make It Last -Ep 69 -The Importance of Working With a Private Fiduciary & Legal Asset Protection of the Home and IRAs a Aug 25, 2018

Show notes

In the first half of this episode Victor shares the news regarding Wells Fargo's wealth management services. The advisors working at Wells Fargo were technically fiduciaries but they were pressured by their corporate bosses to make the most money for the company- rather than looking out for the best interest of the client. In the second half of the episode, Victor gives insight on legal asset protection, specifically two difficult assets to protect, the home and IRAs.

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

Make It Last - Ep 68 - How Should You Plan for an Unpredictable Market? Aug 18, 2018

Show notes

On this episode you will find a continuation of the second half of episode 67, where Victor discussed the unpredictability of the stock market. Here, Victor will discuss the answer to the question- if the market is so unpredictable, why should you have a plan at all? As well as, what type of plan is best to follow.

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

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