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

Latest Episodes:

Make It Last - Ep 67 - The Rising Number of Seniors Filing for Bankruptcy & The Myth of Market Prediction Aug 11, 2018

Show notes

This week Victor discusses the recently high number of people 65+ who are having to file for bankruptcy. As well as, a look at stock market predicting and just how unknowable the market really is.

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 66 - Navigating Retirement Alone & Interview with Steven Senko From Princeton Medical Institute Aug 04, 2018

Show notes

In this episode Victor shares some important information regarding a growing number of people who are navigating retirement and aging alone. As well as an interview with Steven Senko of the Princeton Medical Institute, to raise awareness on their clinical trials.

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

For more information about the Princeton Medical Institute's Clinical Trials, visit this link.

Make It Last - Ep 65 - 10 Questions to Ask Your Financial Advisor & Interview with John Walsh of Walsh Senior Solutions Jul 28, 2018

Show notes

In this episode, Victor covers the 10 questions you should ask your financial advisor, and an interview with John Walsh of Walsh Senior Solutions, a company that specializes in helping senior and their families downsize as they get older.

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

For more information about Walsh Senior Solutions, visit this link.

Make It Last - Ep 64 - All About Continuing Care Retirement Communities Jul 21, 2018

Show notes

As seniors age, one of the biggest decisions to face is whether to stay in your home or find someplace that can help you care for yourself for the rest of your days, especially if your health declines. Enter CCRCs or Continuing Care Retirement Communities. What are they? And what should you look out for if you're shopping for one yourself? Listen to find out more.

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

Make It Last - Ep 63 - Buzz Aldrin & Ways to Use Trusts To Protect Yourself Jul 14, 2018

Show notes

Buzz Aldrin is in the middle of a battle with his family over the alleged misuse of his money. How could a revocable living trust have helped protect him? Learn about that this week.

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

Make It Last - Ep 62 - New Form 1040 Coming & Goal Planning In Retirement Jul 07, 2018

Show notes

The IRS has released a draft version of a new Form 1040 for your taxes. What are the changes and how does it impact you. Also, you're retired - why is goal planning still important as you live in retirement?

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

Make It Last - Ep 61 - The Effect of a Supreme Court Vacancy & Estate Planning for Digital Assets Jun 30, 2018

Show notes

There's an upcoming Supreme Court vacancy - what does that mean for the future? Also, technology is advancing at a breakneck speed. What can you do to make sure your estate plan is keeping pace?

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and certified elder law attorney and Certified Financial Planner™. 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 Private Client Capital Group.

Make It Last - Ep 60 - How Should You Invest Your "Mid-Term" Bucket in Retirement? Jun 23, 2018

Show notes

This episode is continuation of a discussion from episode 59 where Victor discusses different retirement distribution strategies, including using short-term, mid-term, and long-term investment buckets. This show unveils how you should invest your mid-term bucket.

For more information, visit Medina Law Group or Private Client Capital Group.

Make It Last - Ep 59 - Why Taking 4% Annually Might Destroy Your Retirement Jun 16, 2018

Show notes

The news outlets like to tell you that you can take 4% a year from your retirement portfolio and not run out of money, but is that true? This week shares with you why taking 4% every year might destroy your retirement.

For more information, visit Medina Law Group or Private Client Capital Group.

Make It Last - Ep 58 - The VA Benefit That Can Help You Pay For Long-Term Care Jun 09, 2018

Show notes

There is a little-known VA benefit available to wartime vets, and their surviving spouses, that can help pay for long-term care. What is it, and how do you get it? Learn that, and more....

For more information, visit Medina Law Group or Private Client Capital Group.

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