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

Latest Episodes:

Make It Last - Ep 12 - Teaser Jun 28, 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.

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 11 - Summer Trips, Living Wills & Advance Directives Jun 24, 2017

Show notes

As summer approaches, we discuss travel tips for folks in retirement. Also, I cover living wills and advanced directives. We talk about what documents are important and why, and how to make sure that you don't have a problem with making health care decisions in the future.

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

Make It Last - Ep 11 - Teaser Jun 21, 2017

Show notes

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

Make It Last - Ep 10 - DOL Fiduciary Rule…Does It Protect You? Jun 17, 2017

Show notes

On June 9th, the new Department of Labor "fiduciary rule" went into effect. Who does it cover? Can you be comfortable that you're getting the best advice now? What are the warning signs you should look for?

Listen in this week for a full show on what the new DOL fiduciary rule means for your and your retirement assets.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. 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 10 - Teaser Jun 14, 2017

Show notes

Listen in this week for a full show on what the new DOL fiduciary rule means for your and your retirement assets.

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

Make It Last - Ep 9 - Investing Internationally Jun 10, 2017

Show notes

Coming up this week on Make It Last...Interview with Thomas Merrick, a Swiss-based investment advisor. Should you consider diversifying your investments with an international portfolio?

Learn more this week on Make It Last with Victor Medina.

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

Make It Last - Ep 9 - Teaser Jun 08, 2017

Show notes

Coming up this week on Make It Last...Interview with Thomas Merrick, a Swiss-based investment advisor. Should you consider diversifying your investments with an international portfolio?

Learn more this week on Make It Last with Victor Medina.

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

Make It Last - Ep 8 - A Widow's Guide with Anna Byrne Jun 03, 2017

Show notes

Losing a spouse is a traumatic event. No matter how it happens, you're never really prepared for what happens afterwards. This week you'll be introduced to an author and estate planning attorney who has written the guide for navigatingnthe next steps you have to take after losing your spouse.

Anna Byrne is an estate planning attorney and investment advisor. She is also a widow herself and shares her personal story about the loss of her spouse and the advice she has for taking the next step forward.

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

Make It Last - Ep 8 - Teaser May 31, 2017

Show notes

Are you making one of the 8 retirement spending mistakes common to retirees?

Also, join us for a conversation with author Anna Byrne. Her new book, "A Widow's Guide" is a helpful tool for women who have lost their spouse and are looking for ways to take the next step forward.

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

Make it Last - Ep 7 - All About IRAs May 27, 2017

Show notes

IRAs make up the largest percentage of retirement assets for baby boomers and beyond. When's the right time to take money out? What are the rules and penalties if you get it wrong?

Tune in this week to Make It Last to learn the ins and outs of IRAs.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. For more information, visit Medina Law Group or Private Client Capital Group.