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

Latest Episodes:

Make It Last - Ep 57 - Is There a Good Alternative to Owning Bonds in a Low-Interest Environment? Jun 02, 2018

Show notes

When interest rates are high, bonds are great to own because they'll pay out a healthy amount. However, is there a better alternative in a low-interest environment?

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 56 - How Many Mutual Funds Should You Own? May 26, 2018

Show notes

There are 9,500 mutual funds for you to buy. Which ones are best for you to own in retirement? We explore that and the death of the DOL "fiduciary" rule.

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

Make It Last - Ep 55 - Retirement Shortfall & Why Your Estate Planning Attorney Should Be A Certified Elder Law Attorney May 12, 2018

Show notes

If you are approaching retirement and you don't have enough money, there are a few things you can do to make up your retirement shortfall. Also, having your attorney be a Certified Elder Law Attorney (CELA) can be a major advantage. Why? Listen to this show to learn why.

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

Make It Last - Ep 54 - 10 Worst Money Mistakes for Near Retirees May 05, 2018

Show notes

Mistakes are a part of life. When it comes to money and time, mistakes near retirement can have catastrophic consequences. This week, Victor discusses the 10 worst money mistakes for near retirees.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and 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 53 - How To Select a Great Executor or Power of Attorney, How To Plan for Care if You're Single, and The Real Cost of a Non-Best-Interest Financial Advisor Apr 28, 2018

Show notes

Three topics for this show: How to select a great executor or power of attorney agent. Then Victor talks about how to plan for getting older if you're single, with or without kids. Finally, Victor discusses the real cost of not working with a "best-interests" financial advisor.

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

Make It Last - Ep 52 - Is Now The Perfect Time To Consider a Roth IRA Conversion Apr 21, 2018

Show notes

Tax rates are at their lowest in three decades, and the law is set to revert back to the old numbers in a few years. So, does that mean that it's the perfect time to consider a Roth IRA conversion?

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

Make It Last - Ep 51 - 10 Ways Your Retirement Income Is Taxed Apr 14, 2018

Show notes

When you're in retirement, one of the biggest bites out of your spending money is income tax. What you are invested in, and where that investment is, can make a huge difference in whether your money will last as long as you need it. In this episode, we cover 10 ways your retirement income is taxed.

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

Make It Last - Ep 50 - 1 Year Anniversary & Behind The Scenes Victor Apr 07, 2018

Show notes

Episode 50 is a milestone because it's also the 1-year anniversary of the show. In this episode, Victor goes behind the scenes to share some of his origin story. It's like Spiderman's story, except without the super powers.

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

Make It Last - Ep 49 - Court Tosses Consumer Financial Advice Protection & Should You Move Out of NJ for Retirement Mar 24, 2018

Show notes

A Fifth Circuit court has ruled that the DOL "Fiduciary" rule is illegal, and it may go away as soon as May 7th. What does that mean for you? Also, New Jersey was often mention as one of the worst places to retire. Is that still true?

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

Make It Last - Ep 048 - Why Is Estate Planning Important & How To Select An Asset Manager Mar 17, 2018

Show notes

In this episode, Victor explores some basics like: Why is estate planning important anyways? In the second half of the episode, Victor discusses how to select an asset manager, and why it's important to select one aligned with your investment beliefs.

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

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