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

Latest Episodes:

Make It Last - Ep 37 - 5 Fees You Should NEVER Pay In Retirement & Getting Tax Credit for Charitable Giving Dec 23, 2017

Show notes

There are 5 fees you should NEVER pay in retirement, and we cover how to get tax credit for charitable giving.

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 36 - 7 Year-End Tax Planning Tips Dec 16, 2017

Show notes

It's not too late to take advantage of some year-end tax planning tips. We've got 7 of them for you to consider before December 31st.

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

Make It Last - Ep 35 - BitCoin Bonanza & Are Your Medicare Premiums Increasing? Dec 09, 2017

Show notes

BitCoin is going crazy. But, what is it, and should you be invested in it? Also, new laws might increase how much you have to pay in Medicare premiums next year. Learn all about it in this episode.

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

Make It Last - Ep 34 - 6 Top Short-Term Investments & 7 Common Holes In Your Retirement Plan Dec 02, 2017

Show notes

Last week at Thanksgiving dinner, I got peppered by family members wondering what the best short-term investments are. I answered them once and for all in this episode, so all I have to do in future family gatherings is to tell them to download this episode and call me with any questions.

I also covered 7 common holes in retirement plans. Do you need to fill any of these holes?

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

Make It Last - Ep 33 - Especially for Teachers Nov 25, 2017

Show notes

Recently some allegations have been raised against one of the largest financial services companies on the planet, TIAA-CREF. For years, TIAA-CREF (now just TIAA) has operated as a non-profit helping to manage the retirements of teachers and other school-related employees. Now, however, TIAA operates as a for-profit organization and is under investigation by the state of New York for sales activities that aren't what you'd expect from a company trying to win the hearts of teachers.

In this episode, we will explore what the allegations are, and how you can protect yourself from any predatory practices. This is an episode especially for teachers and retired teachers (including other school personnel). If you know someone that might be affected by this, you should send them the link to the show.

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

Make It Last - Ep 32 - New GOP Tax Bill & New Reverse Mortgage Rules Nov 18, 2017

Show notes

This week, the House of Representatives passed a new proposed tax bill. I'll cover what the new bill changes about taxes, as well as covering some new rule changes to reverse mortgages and why you probably shouldn't consider using a reverse mortgage as part of your retirement planning.

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

Make It Last - Ep 31 - Exploring 3 Types of Retirement and 5 Signs You May Need In-Home Care Nov 11, 2017

Show notes

"Retirement" used to mean one thing - the leisure time that comes after decades of work. But, with the advent of new technology and more research about the psychology of retirement, the definition of retirement can mean something else. This episode we will explore 3 types of retirement as well as looking st 5 signs you may need in-home care.

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

Make It Last - Ep 30 - How To Avoid Affinity Fraud & Top 401k Mistakes Nov 04, 2017

Show notes

Crooks are getting more creative with how to part you from your money. One of the biggest growing areas is in "affinity fraud". Learn what it is and how to avoid it.

Also, Victor discusses top 401k mistakes, including introducing one investment option that might interest people looking for tax-free growth and tax-free distributions.

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

Make It Last - Ep 29 - Medicare Open Enrollment Tips Oct 28, 2017

Show notes

Medicare Open Enrollment is from October 15th until December 7th. There are things you can do to optimize your choices for the next year. This week, Victor goes over the best Medicare Enrollment tips that you can use.

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

Make It Last - Ep 28 - 4 Things Missing From Your Estate Plan and 1 Investment to Steer Clear Of Oct 21, 2017

Show notes

This week, Victor discusses four things missing from your estate plan and 1 investment that you probably have in your portfolio (especially if you're working with one of those large investment firms.

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

Our TOPPODCAST Picks

Follow Us

Stay Connected

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

Related Podcasts

Links

Stay Connected