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

Latest Episodes:

Make It Last - Ep 47 - Shattering the Myths About Alzheimer's Disease Mar 10, 2018

Show notes

This week, Victor addresses some of the risk and expenses of investment platforms like Wealthfront and Fidelity target date funds.

Also, two special guests join the show to discuss some of the innovative ways they are helping seniors suffering from Alzheimer's and other dementia diseases. Jennifer Garcia and Mary DelValle from Brookdale-Hamilton join us for two segments to introduce the strategies they use to keep seniors dealing with dementia engaged emotionally and mentally.

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 46 - Three Ways to Run Out of Money in Retirement (and How to Avoid Them) Mar 03, 2018

Show notes

As you enter retirement, one of the biggest concerns is: will you have enough? Well, there are a few things that can happen that would threaten your ability to "make it last" through retirement. In this show, we'll discuss three of them, and how to avoid the risk.

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

Make It Last - Ep 45 - The Secret To Selecting a Really Great Estate Planning Attorney Feb 24, 2018

Show notes

You may only do it once or twice across your lifetime. So, what's the secret to selecting a really great estate planning attorney? You need to focus on four areas that Victor covers in this episode of Make It Last.

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

Make It Last - Ep 44 - Is Your Financial Advisor Worth The Cost? Feb 17, 2018

Show notes

Whether you handle your own financial advice, or you think you aren't paying for financial advice (hint: you are), or you're working with an advisor...the question remains: Is Your Financial Advisor Worth The Cost?

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

Make It Last - Ep 43 - Stock Market Roller Coaster and Should You Stay With Your Company 401k Feb 10, 2018

Show notes

This week brought quite a roller coaster ride in the stock market. What caused it, and what does it mean? Also, should you keep your company 401k when you leave that job or retire? What about company stock in the 401k? This episode provides the answers.

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

Make It Last - Ep 42 - All About Credit Score Feb 03, 2018

Show notes

Credit scores are everywhere these days. How did they get started and what are the important numbers that make them work? Learn what you need to know in this week's show...

Also, would you like to watch this show instead of listening to it? We have begun to simulcast the show with a video stream that you can watch on YouTube. Here is the link.

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

Make It Last - Ep 41 - Beware Discount Brokers and Tax Scams Jan 27, 2018

Show notes

Discount brokers will tell you that they don't work on commission, but that may not be the end of the story. Many discount brokerages pay bonuses based on the products they sell consumers, products that may not be in your best interest. In addition, with tax season comes the additional threat of tax scams. Learn how to protect yourself against both of these in this episode.

Also, would you like to watch this show instead of listening to it? We have begun to simulcast the show with a video stream that you can watch on YouTube. Here is the link.

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

Make It Last - Ep 40 - Three Concepts, Simply Explained: Medicaid Planning, Annuities, & Trusts Jan 20, 2018

Show notes

In this episode, Victor launches a new segment called "Three Concepts, Simply Explained". He will cover three complicated topics and try to explain them in 8 minutes or less. This week, the three concepts are: Medicaid planning, Annuities, and Trusts.

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

Make It Last - Ep 39 - Tax Reform Deep Dive for Retirees Jan 13, 2018

Show notes

This week, Victor takes a deep dive on the new tax law, especially the way it affects retirees. Only 30 minutes in this show, so if you want more information, register for an upcoming workshop by subscribing to our newsletter at victor@jerseyestateplanning.com.

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

Make It Last - Ep 38 - Should You Trust Computer Model "Buy/Sell" and New Tax Overview Jan 06, 2018

Show notes

This week, Victor covers a news story where a computer model made a 4-year error on a buy-sell stock recommendation. Also, there's a new tax law...have you heard? This week, Part 1 of our overview.

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

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