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

Latest Episodes:

Make It Last - Ep 7 - Teaser May 24, 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.

Make It Last Ep 6- Passing a Retirement Quiz & Assisted Living Questions with Guest, Lisa Kelly May 20, 2017

Show notes

Can you pass a basic retirement income quiz? Most Americans could not. Here is a link to the quiz - http://retirement.theamericancollege.edu/retirement-101/2017-retirement-income-literacy-quiz and here's a link to the results.

As you get older, the chances that you may need help managing your affairs increases significantly. Listen this week to an interview with our special guest Lisa Kelly, Regional Director of Business Development, with the Care One family of assisted living facilities.

This will be a fantastic discussion of assisted living options that you won't want to miss.

For more information, visit http://www.care-one.com/ to learn more about Care One.

Want to learn more? Be sure to tune to Make It Last on Saturday mornings at 7:30am on WCTC 1450AM or subscribe to the show on iTunes here.

Make It Last - Ep 6 - Teaser May 17, 2017

Show notes

This will be a fantastic discussion of assisted living options that you won't want to miss.

For more information, visit http://www.care-one.com/ to learn more about Care One.

Want to learn more? Be sure to tune to Make It Last on Saturday mornings at 7:30am on WCTC 1450AM or subscribe to the show on iTunes here.

Make It Last - Ep 5 - All About Annuities May 13, 2017

Show notes

Annuities are one of the most oversold and misunderstood financial products in the marketplace.

This week, on Make It Last with Victor Medina, we discuss how to tell if an annuity is right for you, including three kinds of people who should never buy an annuity.

Want to learn more? Be sure to tune to Make It Last on Saturday mornings at 7:30am on WCTC 1450AM or subscribe to the show on iTunes here.

Make It Last - Ep 5 - Teaser May 11, 2017

Show notes

Annuities are one of the most oversold and misunderstood financial products in the marketplace.

This week, on Make It Last with Victor Medina, we discuss how to tell if an annuity is right for you, including three kinds of people who should never buy an annuity.

Want to learn more? Be sure to tune to Make It Last on Saturday mornings at 7:30am on WCTC 1450AM or subscribe to the show on iTunes here.

Make It Last - Ep 4 - Planning To Grow Older May 07, 2017

Show notes

There are 10,000 people turning 65 every day from now until the year 2040. In addition, advances in medicine and health treatments means that these individuals will live longer, and may require help along the way in the form of long-term care at home or in an assisted living facility.

Getting older isn't easy, and with it come incredible risks to your nest egg if you don't take steps to protect yourself with proactive legal planning.

Today we discuss what kind of care you may need in the future, how to pay for it, and what you can do today to start on the path.

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.

Free Book Offer ($5 S&H): http://www.makeitlastradio.com/freebook

Make It Last - Ep 4 - Teaser May 03, 2017

Show notes

There are 10,000 people turning 65 every day from now until the year 2040. Getting older isn't easy, and with it comes incredible risks to your nest egg.

Want to learn how to protect yourself? Be sure to tune to Make It Last on Saturday mornings at 7:30am on WCTC 1450AM or subscribe to the show on iTunes here.

Make It Last - Ep 3 - All About Trusts & Exploring Teacher Retirement Accounts Apr 29, 2017

Show notes

Do you know a teacher or someone that works for a school district? In the first segment, we explore how public school employees have been sold terrible variable annuities, even as the reps looked like they were endorsed by the district.

Then, do you think that "trusts" are just for rich people? Well, they're not.

On this week's Make It Last, Victor discusses the difference between a Trust and a Will and which may be right for you. And Victor discusses the 4 trusts that you absolutely need to consider including in your estate plan.

Show Notes:

Free Book Offer ($5 S&H): http://www.makeitlastradio.com/freebook

Make It Last - Ep 3 - Teaser Apr 26, 2017

Show notes

Do you think that "trusts" are just for rich people? Well, they're not.

Coming up on this week's Make It Last with Victor Medina, Victor discusses the difference between a Trust and a Will and which may be right for you.

Be sure to tune to Make It Last on Saturday mornings at 7:30am on WCTC 1450AM or subscribe to the show on iTunes here.

Make It Last - Ep 2 - How to Create Wealth in Your 50s and How To Make Sure Your Financial Advisor Lines Your Pockets Instead of His Own Apr 22, 2017

Show notes

On Episode 2 of Make It Last with Victor Medina, we discuss how to create wealth in your 50s, and the new Department of Labor "fiduciary" rule.

Does this rule protect investors as much as the reports suggest? How can you make sure that you're advisor works in your best interests instead of their own?

Show Notes:

Free Book Offer ($5 S&H): http://www.makeitlastradio.com/freebook

For more information about Medina Law Group's estate planning team, visit:http://www.jerseyestateplanning.com/about-us/about-the-team/

For more information about working with Private Client Capital Group's retirement planning services, visit: http://www.privateclientcapitalgroup.com/

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