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

Latest Episodes:

Make It Last - Ep 17 - Fixed Indexed Annuities Aug 05, 2017

Show notes

Fixed Indexed Annuities are often promoted as ways for investors to participate in market-like returns with no risk of principal. That sounds good...but is it true? This week I take a deep look at these popular investment products, and how to evaluate whether it's right for you, and what a great annuity looks like.

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 16 - Take Control of Your Income Taxes Jul 29, 2017

Show notes

Income taxes can be the biggest bite out of your retirement dollar...but you can take control back. By following a few basic principles of smart asset location (not allocation) and proactive income tax planning, you can optimize your income taxes and and help keep more money in your pocket.

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

Make It Last - Ep 16 - Teaser Jul 26, 2017

Show notes

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

Make It Last - Ep 15 - Long-Term Care Insurance Basics Jul 22, 2017

Show notes

People are living longer, and the cost of long-term care can be astronomical. Every week, Victor is asked about long-term care insurance. This week, we'll discuss how to buy long-term care insurance, and whether you should get it at all. Plus, the DOL fiduciary rule is under attack. Learn why, and what you can do about it.

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

Make It Last - Ep 15 - Teaser Jul 19, 2017

Show notes

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

Make It Last - Ep 14 - Avoiding Hidden Investment Fees Jul 15, 2017

Show notes

The stock market is doing great, so people don't often pay attention to the amount they're paying in fees. This week, we'll cover the different kind of investment fees that exist and how to check your fees to make sure you're not paying too much.

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

Make It Last - Ep 14 - Teaser Jul 14, 2017

Show notes

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

Make It Last - Ep 13 - Chasing Investments & Powers of Attorney Jul 08, 2017

Show notes

For lucky episode number 13, Victor discusses what happens when you get too emotional about a single investment, and how to correct it. In addition, Victor covers powers of attorney. Is it a simple document? Can you use a form downloaded from the Internet? Listen to the show to learn how to test whether your power of attorney is worth the paper on which it's written.

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

Make It Last - Ep 13 - Teaser Jul 06, 2017

Show notes

For lucky episode number 13, Victor cover powers of attorney. Is it a simple document? Can you use a form downloaded from the Internet? Listen to the show to learn how to test whether your power of attorney is worth the paper on which it's written.

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

Make It Last - Ep 12 - Selecting the Right Advisor For You Jul 01, 2017

Show notes

This week we discuss Victor's trip to Colonial Williamsburg and whether it's a good trip to take with kids. Also, tips and tricks for selecting a great advisor, whether it's for legal or financial matters.

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

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