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

Latest Episodes:

Make It Last - Ep 27 - Top 25 Tips from the First 25 Shows Oct 14, 2017

Show notes

Just want the episode title says...these are the top 25 tips from the first 25 shows. It's like concentrated Make It Last...just bring your notebook, because Victor flies through all 25 tips.

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 26 - Protecting Your Assets From Nursing Home & Medicaid Spend-Down Oct 07, 2017

Show notes

This week on Make It Last, I cover how to protect your assets against nursing home and Medicaid spend-down. Most of you know that we help families every week to maintain flexibility and choice in their long-term care, and this episode will give you a peek under the hood of how that happens.

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

Make It Last - Ep 25 - Protecting Your Inheritance From Divorce & Creditors Sep 30, 2017

Show notes

One of the ways you can "make it last" is to make sure that the inheritance you leave behind is protected from threats like divorce or creditors. You also want to make sure that the inheritance follows the bloodline and goes to your grandkids and not that "no-good son-in-law". Listen to this week's show as we discuss how to put those protections in place.

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

Make It Last - Ep 24 - Planning for Minor Children & Retirement Income Failure Sep 23, 2017

Show notes

Typically this show covers retirement planning, which means the key demographic doesn't include people with minor children. However, planning for these families is super important and many of our retiree and pre-retiree listeners have young grandchildren. So, this show is for them, and their (grand)kids.

Also, a discussion on "retirement income failure", and what it really means.

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

Make It Last - Ep 23 - 3 Retirement Income Strategies Sep 16, 2017

Show notes

As you enter retirement, your strategy for generating retirement income should be deliberate and should match your individual circumstances. In this episode, I discuss three different approaches to retirement income planning, and share which one(s) I recommend.

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

Make It Last - Ep 22 - Auto Leasing & How and Why To Update Your Estate Plan Sep 09, 2017

Show notes

Most people regard visiting with their estate planning attorney like a trip to the dentist. Something that's necessary, not enjoyable, and which should be kept to the bare minimum.

The truth is that your estate plan is not a "set-it and forget-it" activity. Things change (like your people/money, and the laws, and your needs), and your estate plan should change with it. In this episode, I'm going to go over how to identify whether you should review and/or update your estate plan and the most cost-effective way of doing it.

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

Make It Last - Ep 21 - What Happens To Your IRA When You Die Sep 02, 2017

Show notes

Most people rely on their IRAs to fund some or all of their retirement. However, the research shows that the vast majority of individuals will die leaving a great percentage of their IRA behind.

This week, Victor discusses what happens to that IRA and how to put the best planning in place to avoid the trouble and taxes that can come when leaving an IRA from one generation to the next.

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

Make It Last - Ep 20 - Three Biggest Investment Mistakes & Legal Planning For College Students Aug 26, 2017

Show notes

Over and over, investors make three mistakes that absolutely kill their ability to see returns in their investments. These three mistakes are common, and avoidable. This week, on Make It Last, Victor discusses what those mistakes are and how to make sure you don't make them.

Also, Victor discusses the right legal planning recommended for college students...who are all likely returning to school this week.

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

Make It Last - Ep 19 - Understanding NJ & PA Inheritance and Estate Tax Aug 19, 2017

Show notes

Death and Taxes - that's what they say are life's only certainty. But..what if they are one in the same. In NJ and PA, you have to worry and plan for both death and taxes, and in this show, I'll help you understand the distinction between them.

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

Make It Last - Ep 18 - Planning for a Loved One with Dementia Aug 12, 2017

Show notes

Every week, I meet a family that's struggling with a loved one who has dementia. It can be overwhelming, to say the least. On this week's show, I discuss how to approach dealing with a loved one that has dementia, including getting their legal, financial, and health planning in order.

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

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