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Showing episodes and shows of
Victor J. Medina
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My Uneducated Opinion
050 Special Guest: Victor Rene Medina- dueño de Rooster Equipment
Conocimos la historia de Victor Rene Medina, dueño de Rooster Equipment. De soldador de manufactura por 14 años en una fábrica a dueño de su propio negocio como "herrero creativo", Rene se aventuró a crear pull up bars y equipo personalizado para gimnasios de CrossFit. Con el apoyo de su esposa y su fe en Dios, dejó su trabajo seguro y se arriesgó a seguir su pasión. Aprendimos sobre la competencia, el significado del gallo en su logo y cómo superar el miedo. ¡No dejes que los límites te detengan y haz realidad tus ideas...
2023-06-22
48 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 207 – Don’t Plan By Yourself!
Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand Then, they will go on to discuss the insurance world, and how it can benefit retirees. Finally, they’ll talk about why it’s important to have a financial advisor, even if you have a financially savvy spouse. Are You Paying Too Much In Taxes In Retirement? Click here to download the free guide Click here to claim your FREE Elder Law Guid...
2022-12-17
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 206 – The Three I’s You Need In Your Retirement Plan
You already have the foundation, but what’s a house without walls and a roof? Victor gives you all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. Do you know what the three “I’s” are? They are the three main areas of a solid retirement plan. Listen to find out if you have all three covered. Finally, they’ll wrap things up by taking a trip in the “time machine.” Are You Paying Too Much In Taxes In Retirement? Click here to find out. We h...
2022-12-10
59 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 205 – Widows & Retirement
This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. In today’s world, wives typically outlive their husbands in retirement by six years. In this segment, Victor shares how women can prepare themselves for their retirement, despite the obstacles they face. Victor is offering his book: Empowering Women in Retirement for FREE to any woman. Just call us at 856-506-8300 and tell us you want it! You can check out the book & its description here: htt...
2022-12-03
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 204 – What Tools Do You Need?
Most Americans are getting failing grades in retirement financial literacy. Victor and Mark share the top topics people are struggling with so you can understand! They’ll also discuss all of the tools you need that will get you through retirement. These tools will help you live the retirement of your dreams! Finally, they’ll wrap things up with a “mailbag” segment! Victor will answer questions mailed in by listeners! Are You Paying Too Much In Taxes In Retirement? Click here to find out. We help you take control of your financia...
2022-11-26
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 203 – The New Retirement Age + How Much Money You Need
The retirement age has gone up by two years since just last year! Victor discusses the current economy’s impact on the average retirement age and how much money you really need to retire. Then, Mark and Victor go through the four pillars of retirement that Victor’s companies focus on: Income, Investments, Taxes & Estate Planning. How did he come up with these four categories as the areas that are crucial to retirement plans & what makes up each pillar. Want to ensure your money lasts as long as you do? Click here to download Victor’s free...
2022-11-19
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 202 – What’s Your Biggest Concern?
You already have the foundation, but what’s a house without walls and a roof? Victor gives you all the materials you need to ensure the Big Bad Wolf doesn’t blow your house down. The number one fear amongst retirees is outliving their money. Victor shares some of the concerns his clients share with him about making their money last as long as they do. Do you feel PREPared for retirement? Listen as Victor talks about his work with the PREPare Institute, a nonprofit that educates pre-retirees about preparing for retirement. Call (856) 506-8300...
2022-11-12
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 201 – Are We in a Recession?
Victor and Mark kick the show off by discussing whether or not we are in a recession. Listen to hear Victor’s take on the topic. Today, IRAs, 401k’s, etc. are the new nest egg. Tune in to hear the guys dive into the IRA/401k world, & discuss how pensions have been phasing out. What’s on your year-end checklist? Listen to Victor’s perspective on what you should be focusing on as we wrap up the year. Download your FREE Checklist Challenge Are You Paying Too Much In Taxes In Retire...
2022-11-05
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 200 – Today v.s. Yesterday
This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor and Mark will go on to discuss the differences between today’s retirees and their grandparent’s retirement. Have questions? They’ve got answers! Victor and Mark will wrap things up with a discussion around common retirement questions. Click here to purchase a copy of one of Victor’s books! Also available on Spotify, Apple Podcasts, & Google Podcasts Make It Last wit...
2022-10-29
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 199 – Do You Care About Inflation?
This week on Make It Last, Victor and Mark will be discussing how inflation has increased Social Security payouts. They’ll tell you everything you need to know that comes along with it — the good, the bad, and the ugly! Victor will also explain why it’s important to over-plan for an inflationary economy, and why it’s essential for a good retirement plan. They’ll wrap things up by talking about why working with a financial advisor will ensure a successful retirement. Download your FREE Checklist Challenge Also available on Spotify, App...
2022-10-22
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 198 – The Top 5 Retirement Challenges For Women
Most Americans are getting a failing grade in financial literacy and are unfamiliar with terms & concepts surrounding retirement. This week, Victor and Mark share the top topics people are struggling with so you can be the top student. In today’s world, wives typically outlive their husbands in retirement by six years. In this segment, Victor shares how women can prepare themselves for their retirement, despite the obstacles they face. Victor is offering his book: Empowering Women in Retirement for FREE to any woman. Just call us at 856-506-8300 and tell us you want it...
2022-10-15
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 195 – Third Times a Charm?
Stocks and bonds are down at the same time for the third time in history. Victor and Mark will discuss why that is, and what it means for the U.S. economy. Then, Victor goes on...
2022-09-24
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 191 – The Upside of a Downturn
This week on Make It Last, Victor & Mark will be talking about two major opportunities that can happen for retirement planning during a market downturn. Victor will also give you his top tips for starting...
2022-08-27
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 189 – We Need to Talk…
This week on Make It Last, get Victor’s take on the Fed’s most recent interest rate hike. Victor will also give you his top tips for starting a conversation with loved ones around estate and...
2022-08-13
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 182 – Finding Your Purpose
This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor talks about the importance of maintaining...
2022-06-25
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 178 – The Three Stages of Life
This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor goes on to discuss...
2022-05-28
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 177 – A Hot Seat Show
This week on Make It Last, Victor & Mark will talk to you about the client experience at Medina Law Group and Palante Wealth Advisors. They’ll also be talking about how the four pillars of...
2022-05-21
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 171 – The Future Is Female
This week on Make It Last, Victor and Mark will be discussing women in retirement- the challenges they may face, and why it’s important that they plan ahead. Victor is offering his book: Empowering Women...
2022-04-09
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 169 – The Marginal Gains Theory
The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor and Mark will be discussing the Tour de France! How...
2022-03-26
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 157 – The 401k Marathon
This week on Make It Last Victor & Mark talk about to do with your 401k when you make a job change. Victor breaks down all of the options available to you as you sprint...
2021-12-18
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 146 – It Pays to Keep An Open Mind
This week on Make It Last Victor and Mark discuss the client experience at Medina Law Group and what to expect when you sit down with the team. Then, Victor explains all of the reasons why...
2021-09-25
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 144 – The Importance of Planning Ahead
This week on Make It Last, Victor explains the difference between an elder law attorney and a general law attorney. Then, Victor talks about all of the documentation you need in order to have a...
2021-09-11
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 142 – Social Security: The Best Plan Going Forward
This week on Make It Last Victor and Mark give you a little insight into who Victor is and how he got to where he is now. Then, Victor and Mark go on to discuss...
2021-08-28
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 141 – The Go-Go, Slow-Go, & No-Go Years
This week on Make It Last, Mark and Victor discuss financial literacy and how the education system has failed in teaching it. Then, Victor goes on to discuss the challenges behind guiding his clients through...
2021-08-21
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 140 – Our Clients Are Family
This week Victor and Mark discuss the client experience at Medina Law Group & Palante Wealth, and what we can provide to you! Then, Victor gives a heartwarming narrative about his employees who make Medina...
2021-08-14
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 137 – Inflation & Estate Planning Is About Relationships…Not Money
The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor & Mark discuss inflation and what it means for your...
2021-07-24
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 136 – U.S. Gets A Failing Grade in Financial Literacy
Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand! Victor is offering his book: Empowering...
2021-07-17
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 135 – Bermuda, Bahama! Planning For Retirement Like We Do A Vacation
Mark & Victor start off the show talking a bit about Victor’s two companies: Medina Law Group & Palante Wealth Advisors. Find out what experience you would get if you called them at 856-506-8300. It...
2021-07-10
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 127 -Building a ‘Financial’ Home
This week Victor & Mark discuss building a financial home to get you through retirement. Victor knows a lot about building/restoring homes as he worked to restore his own home built in 1878! Also in...
2021-05-08
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 125 – Get To Know Medina Law Group & Palante Wealth Advisors
This week, Victor gets personal as he shares about his companies: Medina Law Group & Palante Wealth Advisors. Learn all about the office, the team members, and the process itself that gets you ready for...
2021-04-24
58 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 122 – The Most Important Lesson You Need To Learn
If Victor had one lesson to give, for one show only, it’s in this episode. This week, Victor goes back to how different recording his very first show was and talks about what the future...
2019-11-06
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 121 – Empowering Women In Retirement, New Laws on Electronic Wills, Surrender Charges in Annuities, & (Almost) Goodbye
This week, Victor breaks the news that he will be ending the radio show. But before everyone gets too tearful, this is not a hard goodbye. Make sure to subscribe to the show on Spotify,...
2019-10-30
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 120 – Annuity Application Walk-Through & Funeral Representatives
This week, Victor begins the show discussing funeral representatives and how laws have changed how it works today. Then, Victor switches gears and walks through an annuity application: how was it put together and what...
2019-10-16
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 119 – Legal Risks of Living Together Unmarried After 50, Self Directed Investments, & Pension Buy-Outs
A potpourri of topics this week. In this episode, Victor explains the legal risks of living together, unmarried, after age 50. Estate planning laws favor couples who are married so what does that mean for...
2019-10-09
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 118 – Common Regrets & Mistakes in Retirement and How To Avoid Them
A lot of pre-retirees fear retirement because they worry about running out of money or not being successful. In this episode of Make It Last, Victor looks at common regrets and mistakes that retirees have...
2019-09-25
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 117 – How Much Money You Need To Retire
Is $1 million the magic number you need to retire? In this week’s episode, Victor challenges conventional wisdom and makes a point that you might not need as much money to retire as you’re being...
2019-09-18
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 116 – Which Retirement Vehicle Is Right For You?
Sometimes it’s hard to tell where we should be focusing our investments. In this episode of Make It Last, Victor talks through which retirement vehicle is right for you; focusing primarily on 401K plans and...
2019-09-11
56 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 115 – Strategies to Increase Happiness in Retirement
In this week’s episode, Victor discusses the idea of being happy in retirement. What are ways people can find joy in retirement and bring down stress? Victor also spends some time giving the latest update...
2019-09-04
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 113 – Key Decisions You Have To Consider in Retirement & Retiring on a Shoestring
How do you retire when you have no money? Learn some tips for retirement on a shoestring budget! Then, Victor discusses The 5 Key Decisions You Have to Consider In Retirement. For a FREE RETIREMENT...
2019-08-07
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 112 – 3 Worlds of Money, Planning for Incapacity & Fixed-Indexed Annuities
In this episode of Make It Last, Victor dives into both the legal and the retirement world. First, Victor discusses planning for incapacity and managing different financial accounts in that time. Then, Victor goes through...
2019-07-24
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 111 – Signs You Are Not Ready For Retirement
How do you know if you are ready to retire? In today’s episode, Victor goes through some signs to identify if you are ready for retirement or, if you should wait. Text the word INCOME...
2019-07-17
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 109 – 5 Psychological Stages of Retirement, Electronic Wills, & Mindfulness
In today’s episode, Victor breaks down electronic wills and reiterates the importance of mindfulness. Victor also lays out the 5 Psychological Stages of Retirement as inspired by a study done by AgeWave, Ameriprise Financial, &...
2019-07-03
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 108 – 5 Retirement Planning Sins & Fiduciary Advisors vs Financial Advisors
In today’s episode, Victor tackles the question, “Are my financial advisors working in my best interest?” In addition, Victor discusses 5 Retirement Planning Sins and ways to avoid and overcome them. For additional information on...
2019-06-19
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 107 – Interview with Professor Jamie Hopkins
In this episode, Victor interviews Professor Jamie Hopkins. Professor Hopkins is the Director of Retirement Research for the Carson Group (an organization that assists financial advisors), and teaches retirement planning at the American College of...
2019-06-12
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 105 – Avoiding Investment Strategies That Don’t Work & Potential New Retirement Plan Laws
Too often we are led astray by looking for a magic pill or secret. In segment 1 of today’s show, Victor discusses how to avoid investment strategies that don’t work, plus potential new retirement plan...
2019-05-15
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 104 – Charting Your Retirement Map & The Importance of Owning International Stocks
In this episode, Victor discusses why international stocks are an important asset class, even as they have lagged behind in performance vs domestic stocks. Also, how do you create a retirement map to help you...
2019-05-08
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 103 – Scary Retirement Statistics & Advisor Credentials That Matter
In this episode, Victor shares 9 scary retirement statistics, as well as strategies to avoid becoming one of those statistics. In addition, Victor covers which advisor credentials matter, and which are pure bunk. Make It...
2019-05-01
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 102 – Top Strategies for Making Your Money Last In Retirement
Lottery winners often spend all of their winnings within 5 years of getting the money. Why? Because they failed to have a plan. Don’t let that happen to you. In this episode, Victor shares top...
2019-04-24
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 101 – Tax Tips For Retirees & 7 Deadly Sins Boomers Make In Retirement
Just like everything else in retirement, income taxes need to be preplanned. The first half of the show, Victor will cover how you can be most prepared for your 2019 income taxes, especially with this...
2019-04-17
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 99 – How to Find, Calculate, and Control Your Fees During Retirement
In this episode Victor goes over some legal and retirement updates – the status of the law which will allow terminally ill patients to have the “right to die” & the status of the Nevada...
2019-04-03
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 97 – Keeping Up With Your Pay Stub & Index or Mutual Funds – Which is Better for You?
In the first half of the show, Victor explains the importance of keeping a close eye on your pay stubs. You want to make sure that your retirement funding is exactly how you had indicated...
2019-03-20
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 96 – Hoping for the Best but Preparing for the Worst
One of the biggest mistakes you can make in retirement is to not plan if things don’t end up going how you hoped. Victor’s advice in this episode is – hope for the best, but...
2019-03-13
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 95 – How Much is Enough?
How will you know how much you need to retire? Victor encourages you to ignore the outside noises telling you there is some sort of magic amount of money you need to retire. Your retirement...
2019-03-06
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 91 – How to Stay Motivated to Achieve Your Retirement Goals
Statistics say most of us will have abandoned our New Year’s goals by mid-January. Victor is here with some motivation to keep your retirement goals. Just as you would with fitness goals, it is important...
2019-02-06
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 89 – How to Put Together a Retirement Portfolio that Matches Your Risk Tolerance
There is no cookie cutter retirement portfolio. Some people are looking to travel in retirement while others are looking to save and leave money behind. Listen here as Victor explains how to put your retirement...
2019-01-23
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 86 – Sound Advice
Victor Medina is excited to announce that Make It Last will now be released as hour long segments and air Wednesday mornings at 11am on WCTC 1450AM radio. The hour segment is part of a...
2019-01-02
53 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 85 – Dr. Life’s 12 Keys to Healthy Living, Exciting Updates, & Lessons Learned from Celebrity Deaths
While out at a conference last week Victor had the opportunity to see some inspiring speakers, one of them being Dr. Jeffrey Life. You may have seen Dr. Life on the cover of magazines or...
2018-12-22
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 84 – The Status of the NJ Fiduciary Rule for Financial Advisors & Interview with Hilary Murray of Brandywine Pennington
In the first segment of the show Victor provides an update on the status of the NJ fiduciary rule for financial advisors.The rule is currently being discussed in informal conferences. In these conferences some financial...
2018-12-08
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 80 – Protecting Your Family From The Costs Of Aging
In 2016 Victor published his first two books in the Make It Last series. One in the area of fundamental estate planning and one in the area of retirement planning. After realizing the great need to continue...
2018-11-10
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 79 – A Few Things to Keep in Mind & Interview with Paul Euell of SYNERGY HomeCare
In the first segment of the show Victor shares two things you should keep in mind: Medicare open enrollment is currently going on until December & the recent volatility of the stock markets is normal....
2018-11-03
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 78 – What Does it Mean to Have an E.P.I.C. Retirement & Interview with Bernie Sokal of MoneyCare Financial
In the first half of episode 78 Victor explains the concept of an E.P.I.C. retirement and how the meaning of retirement has changed over the years. In the second half of the episode Victor interviews...
2018-10-27
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 77 – Interview with Andy Fritz and Kelly Astbury of Homestead at Hamilton
This week on Make It Last Radio, Victor had the opportunity to interview Andy Fritz and Kelly Astbury of Homestead at Hamilton, an independent and assisted living community. Tune in to hear about Homestead’s “successful...
2018-10-20
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 75 – A Portfolio is Not a Plan & NJ’s Proposed Fiduciary Rule
This week on Make It Last, Victor gives details on why a portfolio is not a plan, a newly proposed NJ fiduciary rule, as well as a glimpse as to why NJ has been ranked...
2018-10-06
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 73 – Interview with Mary Kay Krokowski of Aging Advisors
On this episode of Make It Last, Victor hosts an interview with Mary Kay Krokowski, President and Founder of Aging Advisors. Mary Kay gives information on what Aging Advisors can do for families who are...
2018-09-22
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 69 – The Importance of Working With a Private Fiduciary & Legal Asset Protection of the Home and IRAs
In the first half of this episode Victor shares the news regarding Wells Fargo’s wealth management services. The advisors working at Wells Fargo were technically fiduciaries but they were pressured by their corporate bosses to...
2018-08-25
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 68 – How Should You Plan for an Unpredictable Market?
On this episode you will find a continuation of the second half of episode 67, where Victor discussed the unpredictability of the stock market. Here, Victor will discuss the answer to the question- if the...
2018-08-18
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 67 – The Rising Number of Seniors Filing for Bankruptcy & The Myth of Market Prediction
This week Victor discusses the recently high number of people 65+ who are having to file for bankruptcy. As well as, a look at stock market predicting and just how unknowable the market really is....
2018-08-11
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 66 – Navigating Retirement Alone & Interview with Steven Senko From Princeton Medical Institute
In this episode Victor shares some important information regarding a growing number of people who are navigating retirement and aging alone. As well as an interview with Steven Senko of the Princeton Medical Institute, to...
2018-08-04
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 65 – 10 Questions to Ask Your Financial Advisor & Interview with John Walsh of Walsh Senior Solutions
In this episode, Victor covers the 10 questions you should ask your financial advisor, and an interview with John Walsh of Walsh Senior Solutions, a company that specializes in helping senior and their families downsize...
2018-07-28
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 60 – How Should You Invest Your “Mid-Term” Bucket in Retirement?
This episode is continuation of a discussion from episode 59 where Victor discusses different retirement distribution strategies, including using short-term, mid-term, and long-term investment buckets. This show unveils how you should invest your mid-term bucket....
2018-06-23
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 57 – Is There a Good Alternative to Owning Bonds in a Low-Interest Environment?
When interest rates are high, bonds are great to own because they’ll pay out a healthy amount. However, is there a better alternative in a low-interest environment? Make It Last with Victor Medina is hosted...
2018-06-02
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 56 – How Many Mutual Funds Should You Own?
There are 9,500 mutual funds for you to buy. Which ones are best for you to own in retirement? We explore that and the death of the DOL “fiduciary” rule. Make It Last with Victor...
2018-05-26
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 54 – 10 Worst Money Mistakes For Near Retirees
Mistakes are a part of life. When it comes to money and time, mistakes near retirement can have catastrophic consequences. This week, Victor discusses the 10 worst money mistakes for near retirees. Make It Last...
2018-05-05
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 53 – How To Select a Great Executor or Power of Attorney, How To Plan for Care if You’re Single, and The Real Cost of a Non-Best-Interest Financial Advisor
Three topics for this show: How to select a great executor or power of attorney agent. Then Victor talks about how to plan for getting older if you’re single, with or without kids. Finally, Victor...
2018-04-28
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 50 – 1 Year Anniversary & Behind The Scenes With Victor
Episode 50 is a milestone because it’s also the 1-year anniversary of the show. In this episode, Victor goes behind the scenes to share some of his origin story. It’s like Spiderman’s story, except without...
2018-04-07
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 48 – Why Is Estate Planning Important & How To Select An Asset Manager
In this episode, Victor explores some basics like: Why is estate planning important anyways? In the second half of the episode, Victor discusses how to select an asset manager, and why it’s important to select...
2018-03-17
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 47 – Shattering the Myths About Alzheimer’s Disease
This week, Victor addresses some of the risk and expenses of investment platforms like Wealthfront and Fidelity target date funds. Also, two special guests join the show to discuss some of the innovative ways they...
2018-03-10
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 45 – The Secret To Selecting a Really Great Estate Planning Attorney
You may only do it once or twice across your lifetime. So, what’s the secret to selecting a really great estate planning attorney? You need to focus on four areas that Victor covers in this...
2018-02-24
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 40 – Three Concepts, Simply Explained: Medicaid Planning, Annuities, & Trusts
In this episode, Victor launches a new segment called “Three Concepts, Simply Explained”. He will cover three complicated topics and try to explain them in 8 minutes or less. This week, the three concepts are:...
2018-01-20
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 39 – Tax Reform Deep Dive for Retirees
This week, Victor takes a deep dive on the new tax law, especially the way it affects retirees. Only 30 minutes in this show, so if you want more information, register for an upcoming workshop...
2018-01-13
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 38 – New Tax Law Overview Pt 1 & Should You Trust Computer Model “Buy/Sell” Recommendations
This week, Victor covers a news story where a computer model made a 4-year error on a buy-sell stock recommendation. Also, there’s a new tax law…have you heard? This week, Part 1 of our overview....
2018-01-06
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 37 – 5 Fees You Should NEVER Pay in Retirement & Getting Tax Credit for Charitable Giving
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...
2017-12-23
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 36 – 7 Year End Tax Planning Tips
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. Make It Last with Victor Medina is hosted by Victor...
2017-12-16
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 30 – How To Avoid Affinity Fraud & Top 401k Mistakes
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...
2017-11-04
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 29 – Medicare Open Enrollment Tips
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...
2017-10-28
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 28 – 4 Things Missing From Your Estate Plan and 1 Investment to Steer Clear Of
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. Make It Last...
2017-10-21
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 27 – Top 25 Tips from the First 25 Shows
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...
2017-10-14
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 20 – Three Biggest Investment Mistakes & Legal Planning for College Students
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...
2017-08-26
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 15 – Long-Term Care Insurance Basics
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...
2017-07-22
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 13 – Chasing Investments & Powers of Attorney
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?...
2017-07-08
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 9 – Investing Internationally
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....
2017-06-10
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 9 – Teaser
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....
2017-06-08
00 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 5 – All About Annuities
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,...
2017-05-13
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 5 – Teaser
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,...
2017-05-11
00 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 3 – Teaser
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...
2017-04-26
00 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
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
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...
2017-04-22
30 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 2 Teaser
On this week’s Make It Last, host Victor Medina will discuss how to create wealth in your 50s, as well as the new Department of Labor “fiduciary” rule and how it will affect working with...
2017-04-21
00 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 1 – First Show, The Tooth Fairy, and Last-Minute Tax Tips
Welcome to Make It Last with Victor Medina. This is episode number one, which originally aired on April 15, 2017. This episode introduces your host Victor Medina and the show. It also covers how much...
2017-04-15
29 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep 0a – Interview with Bert Baron & Show Introduction
Looking forward to the show debut on April 15th? Here’s a recording a brief interview between Bert Baron on WCTC’s morning show and show host Victor Medina discussing the new show. Show Links: WCTC 1450 AM...
2017-04-13
05 min
Make It Last with Victor Medina - Legal & Financial Retirement Planning
Make It Last – Ep. 0 – 30 Second Promo
Here is where it all starts. The Make It Last program debuts on April 15, 2017 on WCTC 1450 AM, the Voice of Central Jersey. Hosted by Victor Medina, an estate planning and elder law...
2017-04-07
00 min