Make It Last with Victor Medina - Legal & Financial Retirement Planning
Victor J. Medina, JD, CELA®, CFP®
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Make It Last is hosted by Victor J. Medina, a Certified Elder Law Attorney and Certified Financial Planner professional. The program discusses retirement planning, estate planning, financial services, and taxes...but in a fun way.
Available episodes
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Dec 17, 2022
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...
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Dec 10, 2022
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...
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Dec 3, 2022
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...
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Nov 26, 2022
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...
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Nov 19, 2022
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...
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Nov 12, 2022
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...
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Nov 5, 2022
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...
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Oct 29, 2022
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...
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Oct 22, 2022
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,...
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Oct 15, 2022
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...
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Oct 8, 2022
Make It Last – Ep 197 – Retirement 101
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. Then,...
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Oct 1, 2022
Make It Last – Ep 196 – The Ol’ 60/40 Rule
What’s going on with inflation, interest rates, and the markets? Listen to this week’s episode of Make It Last to get the latest updates on todays economy. Stocks and bonds are down at the same...
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Sep 24, 2022
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...
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Sep 17, 2022
Make It Last – Ep 194 – Small Talk for Small Business Owners
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. They’ll also be talking about small...
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Sep 10, 2022
Make It Last – Ep 193 – The Art of Decluttering
This week on Make It Last, we’ll be talking about growth & safety. The first half of 2022 led us into uncharted territory as inflation skyrocketed. Victor shares his thoughts on how he thinks the...
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Sep 3, 2022
Make It Last – Ep 192 – Are You Smarter Than a Financial Advisor?
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! They’ll also be talking about the...
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Aug 27, 2022
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...
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Aug 20, 2022
Make It Last – Ep 190 – Stretch Your IRA
In this episode, Victor & Mark discuss building the financial house that will get you through retirement and all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. Today,...
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Aug 13, 2022
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...
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Aug 6, 2022
Make It Last – Ep 188 – The Secret to Financial Success
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. They’ll also be talking about one of the...
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Jul 30, 2022
Make It Last – Ep 187 – Finance & Street Smarts
This week on Make It Last, Victor and Mark will be talking about baby-boomers and how the current market fluctuations are affecting them. They’ll also be talking about the psychology of money and why it’s...
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Jul 23, 2022
Make It Last – Ep 186 – Healthy or Wealthy?
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! Would you rather be healthy or...
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Jul 16, 2022
Make It Last – Ep 185 – Empty Nesters With Empty Wallets
Empty nesters are not saving more for retirement after their kids have left despite their initial intentions. Is this really bad for their future? Victor weighs in as his first son is about to go...
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Jul 9, 2022
Make It Last – Ep 184 – Pinching the Pension Plan
This week on Make It Last, Victor & Mark discuss building the financial house that will get you through retirement. They’ll also be discussing employer provided assistance and how to take advantage of it! To...
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Jul 2, 2022
Make It Last – Ep 183 – Filling in the Gaps
This week on Make It Last, Victor and Mark will be discussing why the younger Baby Boomers might outlive their retirement savings, and what today’s retirees need to do so they don’t outlive their savings! The...
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Jun 25, 2022
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...
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Jun 18, 2022
Make It Last – Ep 181 – Living With A Bear
This week on Make It Last Victor gives you his top reasons why not to panic during a Bear Market. We’ll also be discussing the top concerns our clients have. Including, but not limited too, market risk,...
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Jun 11, 2022
Make It Last – Ep 180 – The Ultimate Retirement Tool Kit
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! They’ll also discuss all of the...
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Jun 4, 2022
Make It Last – Ep 179 – Stuck in the Middle
In this episode of Make It Last, Victor & Mark discuss building the financial house that will get you through retirement and all the materials you need to make sure the Big Bad Wolf doesn’t...
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May 28, 2022
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...
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May 21, 2022
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...
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May 14, 2022
Make It Last – Ep 176 – How to Install Retirement Guardrails
This week on Make It Last, Victor and Mark discuss financial literacy and share the top topics people are struggling with so you can understand! It’s springtime, which means highway construction is on the rise!...
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May 7, 2022
Make It Last – Ep 175 – The Time Machine
This week on Make It Last, Victor and Mark will be taking you back to the past, comparing todays retirement world to the retirement world of the 1960s. They’ll also be talking about the Gig...
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Apr 30, 2022
Make It Last Radio – Ep 174 – Let’s Get to Building
In this episode, Victor & Mark discuss building the financial house that will get you through retirement and all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. How...
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Apr 23, 2022
Make It Last – Ep 173 – Even Prince Needs a Plan
This week on Make It Last Victor and Mark will be discussing inflationary psychology and how inflation can severely impact your retirement plan. They’ll also be answering the two biggest questions pre-retirees have- when can...
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Apr 16, 2022
Make It Last – Ep 172 – Retirement Can Be Taxing
This week on Make It Last, Victor and Mark will be discussing the not-so-great forecast for taxes, and how current tax rates might be the lowest we’ll see for the rest of our lives. They’ll...
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Apr 9, 2022
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...
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Apr 2, 2022
Make It Last – Ep 170 – Why Is The Bag Half-Empty?
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. Why...
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Mar 26, 2022
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...
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Mar 19, 2022
Make It Last – Ep 168 – The Forgotten Generation
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, Baby Boomers are often the...
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Mar 12, 2022
Make It Last – Ep 167 – Protecting Tomorrow, Today.
This week on Make It Last Victor and Mark discuss the current fiscal climate and how headlines can mislead people and cause sensationalism. Do you need life insurance for your retirement? Most of us think...
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Mar 5, 2022
Make It Last – Ep 166 – Expect the Unexpected
This week on Make It Last Victor will be discussing what the client experience is like and the role of our Director of Business & Client Strategy. He’ll also be talking about Social Security and...
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Feb 26, 2022
Make It Last – Ep 165 – Big Things Have Small Beginnings
This week on Make It Last Victor and Mark kick-off the show discussing seniors, retirees, and the challenges they face with inflation. How can you retire from a non-corporate job without a 401k? Preparing and...
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Feb 19, 2022
Make It Last – Ep 164 – There’s A Tool For Every Job
On this episode of Make It Last, Victor & Mark discuss building a financial house and the tools you need that will get you through retirement. This episode will help you make sure your retirement...
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Feb 12, 2022
Make It Last – Ep 163 – The 4 Keys to a Comfortable Retirement
This week on Make It Last Victor & Mark kick off the show by discussing interest rates and market volatility. A new study published by the Employee Benefit Research Institute found that retirees who felt...
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Feb 5, 2022
Make It Last – Ep 162 – Avoiding Potholes in Retirement
The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Potholes in retirement- what are the things you can’t see coming/can’t avoid...
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Jan 29, 2022
Make It Last – Ep 161 – Aging: Concept v.s. Reality
This week on Make It Last Victor & Mark discuss inflation and if it is caused by excessive government spending. They’ll also be talking about an article published by Dr. Ekerdt explaining the differences between having taught...
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Jan 22, 2022
Make It Last – Ep 160 – Insurance 101
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...
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Jan 15, 2022
Make It Last – Ep 159 – The Great Resignation
This week on Make It Last, Victor and Mark discuss why people are retiring early due to the pandemic. They’ll also be talking about the advantages and disadvantages between personal retirement funds and pension plans....
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Jan 8, 2022
Make It Last – Ep 158 – New Year. New Goals.
This week on Make It Last Victor gives advice on how to set healthy retirement goals, as well as how to achieve them. He’ll also give you an inside look on what the new client process is...
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Dec 18, 2021
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...
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Dec 11, 2021
Make It Last – Ep 156 – “X” Marks the Spot!
The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Baby Boomers are often the talk of this show. But what...
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Dec 4, 2021
Make It Last – Ep 155 – Rockin’ Around the (Money) Tree
This week on Make It Last, Mark and Victor will be discussing two crucial pieces of advice you need to know for holiday shopping, as well as the challenges the economy is facing and how...
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Nov 20, 2021
Make It Last – Ep 154 – The Insurance World
This week on Make It Last, Victor breaks down the process he uses with clients to ease their worries about their income in retirement. Then, he and Mark go on to discuss the insurance world,...
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Nov 13, 2021
Make It Last Radio – Ep 153 – Inflation: The Archenemy of Retirement Planning
This week on Make It Last Mark and Victor will be talking about what the client experience is like at MLG, and why estate plans aren’t just for the wealthy. Why you might have less...
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Nov 6, 2021
Make It Last – Ep 152 – Cozy with Healthcare
This week on Make It Last Victor explains the importance of utilizing your financial advisor (in hand with your Accountant) to proactively do your tax planning. Let’s get familiar with healthcare. Most people are unfamiliar with...
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Oct 30, 2021
Make It Last – Ep 151 – Inflation + Social Security Increase
Recent numbers have come out putting inflation at 5% for September, and there’s a 5.9% increase to Social Security predicted for January 2022. While some are rejoicing, there is definitely a flip side to this...
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Oct 23, 2021
Make It Last – Ep 150 – The Big Bad Wolf
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. Then,...
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Oct 16, 2021
Make It Last – Ep 149 – The Tour de France
This week on Make It Last, Mark and Victor will be discussing the Tour de France! How the Marginal Gains Theory helped France win, and if you can use the same theory to plan a...
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Oct 9, 2021
Make It Last – Ep 148 – Two By Four
This week on Make It Last, Victor and Mark will be discussing two major topics: What are the 4 things that all successful retirees have in common, and what are the 4 major costs of...
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Oct 2, 2021
Make It Last – Ep 147 – The Sandwich Generation
Ever wonder about COVID’s affect on retiree’s? This week Victor and Mark discuss how the 3 million Baby Boomer’s that retired in the past year have affect on the U.S. economy. What is the sandwich...
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Sep 25, 2021
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...
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Sep 18, 2021
Make It Last – Ep 145 – Mapping Out Your Road to Retirement
This week on Make It Last Victor and Mark discuss different factors to consider when mapping out your road to retirement. Potholes in retirement- what are the things you can’t see coming/can’t avoid and how do...
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Sep 11, 2021
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...
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Sep 4, 2021
Make It Last – Ep 143 – Maintaining Your Mental Health in Retirement
This week on Make It Last Victor and Mark discuss how the Biden Administration’s plans to make tax changes within the estate planning world, and how it could affect you if you fail to make...
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Aug 28, 2021
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...
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Aug 21, 2021
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...
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Aug 14, 2021
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...
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Aug 7, 2021
Make It Last – Ep 139 – Building Your Financial House Part 2
On this week’s episode of Make It Last Victor & Mark give us a special “Part 2” to Episode 133 “Building Your Financial House.” You already have the foundation, but what’s a house without walls and...
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Jul 31, 2021
Make It Last – Ep 138 – How Much Money You Need For Retirement
This week Mark and Victor discuss how much money you need for retirement and how to make sure it will last. Go to 920taxes.com for the free guide: “Are You Paying Too Much In Taxes...
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Jul 24, 2021
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...
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Jul 17, 2021
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...
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Jul 10, 2021
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...
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Jul 3, 2021
Make It Last – Ep 134 – Wealth Looks Different & Sandwich Generation
The pandemic has changed Americans’ perspective on wealth. In a recent survey, the amount of money people think they need to be comfortable has dropped. What does this mean for your retirement savings? Then, Baby...
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Jun 26, 2021
Make It Last – Ep 133 – Building Your Financial House
In this episode, Victor & Mark discuss building the financial house that will get you through retirement and how to make sure your retirement plan can withstand the test of time. Then, the pair will...
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Jun 19, 2021
Make It Last – Ep 132 – Life In Retirement
Victor & Mark discuss the different retirement accounts common today, and just how much you need to retire. Then, as much as we think about money, retirement is so much more. The pair talk about...
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Jun 12, 2021
Make It Last – Ep 131 – Retirement For Baby Boomers & Gen X
Make It Last is back with a brand new episode this week! They say 10,000 Baby Boomers are retiring every day, and their retirement looks a lot different than their parents’ did. One thing baby...
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May 29, 2021
Make It Last – Ep. 130 – Getting Clear About Your Retirement Goals and How to Reach Them
Mark and Victor start the show with the question, “Are your retirement goals as detailed as your summer vacation plans?” and emphasize the importance of preparing for life after work. Making the most of Social...
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May 22, 2021
Make It Last – Ep 129 – High Tax Rates & Inflation in Retirement
Before we had IRAs & 401(k)s, taxes were lower in retirement. That’s certainly not the case anymore. This week Victor & Mark tackle taxes in retirement as well has how inflation impacts your retirement. The...
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May 15, 2021
Make It Last – Ep 128 – Planning for Retirement As World Gets More Expensive
Remember the days when gas was under $1.00 a gallon? The world continues to get more expensive, this we know. But how do we plan our retirement for future prices we are unaware of? Mark...
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May 8, 2021
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...
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May 1, 2021
Make It Last – Ep 126 – Marginal Gains & 5 Ways To Stay Active In Retirement
Victor & Mark begin the show talking about how are current political environment could impact your retirement. U.S. debt, low interest rates, household goods prices rising, & a change in taxes are just a couple...
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Apr 24, 2021
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...
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Apr 17, 2021
Make It Last – Ep 124 – Making Things Easier For Your Family & Retirement Tools Are Not Enough To Help You
This week, Victor & Mark begin the show talking about how important estate planning is, if you want to make things easier for your loved ones who you leave behind. Then, there are a lot...
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Apr 10, 2021
Make It Last – Ep 123 – We’re Back! Plus, March Madness & Retirement “Turbulence” You Should Fly Around
Make It Last is back and better than ever! The show is back on a new station, 920AM at 10:00am, every Saturday morning. Alongside my new co-host, Mark Elliot, I am back covering everything from...
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Nov 6, 2019
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...
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Oct 30, 2019
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,...
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Oct 16, 2019
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...
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Oct 9, 2019
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...
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Sep 25, 2019
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...
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Sep 18, 2019
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...
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Sep 11, 2019
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...
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Sep 4, 2019
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...
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Aug 28, 2019
Make It Last – Ep 114 – Difference Between Retirement Planning & Financial Planning
Are retirement planning and financial planning the same thing? NO! In this episode I discuss the differences between them. I also talk a little about the rising nursing home costs and give you an update...
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Aug 7, 2019
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...
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Jul 24, 2019
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...
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Jul 17, 2019
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...
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Jul 3, 2019
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, &...
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Jun 19, 2019
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...
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Jun 12, 2019
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...
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May 29, 2019
Make It Last – Ep 106 – Social Security Misconceptions, Potential New Retirement Rule Impacts, and The Problem With Zero-Fee Investments
On Thursday, May 23rd, the House of Representatives passed a sweeping reform to the 401k laws. How will it affect you? Also, much of the news in the world of investment choices has focused on the...
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May 15, 2019
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...
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May 8, 2019
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...
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May 1, 2019
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...
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Apr 24, 2019
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...
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Apr 17, 2019
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...
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Apr 10, 2019
Make It Last – Ep 100 – Why You Shouldn’t Rely on Medicare for All in Retirement
Today is a very special episode! 1. It marks the 100th episode recorded & 2. It marks the 2 year anniversary of Make It Last Radio. Thank you for following the program for 2 years...
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Apr 3, 2019
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...
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Mar 27, 2019
Make It Last – Ep 98 – Gearing Up for the Changes Retirement Brings
Transitioning into retirement is going to be a big change for a lot of people. Likely you have been used to the routine of working for the past 20 or 30 years. Retirement is going...
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Mar 20, 2019
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...
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Mar 13, 2019
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...
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Mar 6, 2019
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...
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Feb 27, 2019
Make It Last – Ep 94 – Common Retirement Regrets and How to Avoid Them
Retirement is a one time experience, likely you will not have the time or resources for a do-over. The best thing you can do is research, plan well in advanced, and learn from other’s experiences....
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Feb 20, 2019
Make It Last – Ep 93 – Assisted Suicide Legal Updates & Common Retirement Mistakes
Assisted suicide has been a controversial topic for years. Some believe it is every person’s right to choose when they are going to end their life, while others believe it is morally wrong to end...
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Feb 13, 2019
Make It Last – Ep 92 – 5 Ways to Make Your Transition into Retirement Much Smoother
As you approach retirement you likely know that a great deal of changes will be made to your daily routine. Not only will you have to get used to the idea that you are no...
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Feb 6, 2019
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...
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Jan 30, 2019
Make It Last – Ep 90 – How to Build Your Own Retirement Foundation
When building a house there needs to be a lot of care and attention put on making sure the foundation will hold up for years to come. The same care and attention should go into...
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Jan 23, 2019
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...
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Jan 15, 2019
Make It Last – Ep 88 – Will 2019 be a Bull or Bear Market?
Now is the time where predictions are being made on television and radio on whether or not we will see a “bull market” or a “bear market” in 2019. What exactly does that mean, especially...
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Jan 9, 2019
Make It Last – Ep 87 – 4 Potential Benefits of Rolling Over a 401(k) to an IRA
The 401(k) plan has become the leader in today’s retirement savings vehicles. Most employers have a 401(k) or company plan that they set up for employees, with a potential for a company match. In today’s...
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Jan 2, 2019
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...
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Dec 22, 2018
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...
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Dec 8, 2018
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...
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Dec 1, 2018
Make It Last – Ep 83 – Last Call for Medicare Open Enrollment & Interview with Kat & Kelly of Independence Home Care
We are coming up on the last days for Medicare open enrollment. You will have until December 7th to enroll so if you have not done so yet, there is still time. Take a listen...
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Nov 24, 2018
Make It Last – Ep 82 – Developing Your Team & an Interview with Dr. Apter of Princeton Medical Institute
Seeing those you have not seen in a while can draw attention to issues you may not have realized were developing in older adults in your family. After the holidays is a great time to...
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Nov 17, 2018
Make It Last – Ep 81 – 10 Non-Financial Estate Planning Issues
Estate planning is not just about getting documents put into place and making sure your finances are allocated to go to the right person or place. An estate plan should be personalized to your own...
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Nov 10, 2018
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...
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Nov 3, 2018
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....
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Oct 27, 2018
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...
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Oct 20, 2018
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...
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Oct 13, 2018
Make It Last – Ep 76 – Interview with Steve Besserman of AriJoe Productions
Your legacy goes far beyond the finances and personal items you will leave behind. The real legacy your family will remember you by are the collection of stories, photos, and videos you have gathered over...
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Oct 6, 2018
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...
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Sep 29, 2018
Make It Last – Ep 74 – Interview with Carol Baker of CABA Benefits
Medicare open enrollment is swiftly approaching. Now is the time to gather as much information as possible and begin your planning. Tune in this week to get some great information from Carol Baker, Principal of...
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Sep 22, 2018
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...
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Sep 15, 2018
Make It Last – Ep 72 – 19 Ways IRAs Differ from Other Assets
IRAs are very different from most other assets and require very specific planning. IRA’s tend to be where most people’s money is – so tune in this week to get a clearer picture of just...
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Sep 8, 2018
Make It Last – Ep 71 – Interview with Lisa Kelly & Michelle Gidosh of CareOne Assisted Living
This week, starting tomorrow, 9/9 until 9/15, assisted living week will be going on. Assisted living facilities will be hosting events to celebrate those who work and live in the facilities, under the theme of...
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Sep 1, 2018
Make It Last – Ep 70 – A Wolf in Sheep’s Clothing: Incidents of Abuse of Power Against the Elderly
Abuse against the elderly is usually hidden in plain sight, a “wolf in sheep’s clothing” if you will. Some terrible individuals, who are in positions of authority and trust, are taking advantage of their most...
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Aug 25, 2018
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...
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Aug 18, 2018
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...
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Aug 11, 2018
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....
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Aug 4, 2018
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...
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Jul 28, 2018
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...
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Jul 21, 2018
Make It Last – Ep 64 – All About Continuing Care Retirement Communities
As seniors age, one of the biggest decisions to face is whether to stay in your home or find someplace that can help you care for yourself for the rest of your days, especially if...
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Jul 14, 2018
Make It Last – Ep 63 – Buzz Aldrin & Ways to Use Trusts To Protect Yourself
Buzz Aldrin is in the middle of a battle with his family over the alleged misuse of his money. How could a revocable living trust have helped protect him? Learn about that this week. Make...
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Jul 7, 2018
Make It Last – Ep 62 – New Form 1040 Coming for Income Taxes & Goal Planning In Retirement
The IRS has released a draft version of a new Form 1040 for your taxes. What are the changes and how does it impact you. Also, you’re retired – why is goal planning still important...
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Jun 30, 2018
Make It Last – Ep 61 – The Effect of a Supreme Court Vacancy & Estate Planning for Digital Assets
There’s an upcoming Supreme Court vacancy – what does that mean for the future? Also, technology is advancing at a breakneck speed. What can you do to make sure your estate plan is keeping pace?...
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Jun 23, 2018
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....
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Jun 16, 2018
Make It Last – Ep 59 – Why Taking 4% Annually Might Destroy Your Retirement
The news outlets like to tell you that you can take 4% a year from your retirement portfolio and not run out of money, but is that true? This week shares with you why taking...
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Jun 9, 2018
Make It Last – Ep 58 – The VA Benefit That Can Help Pay For Long-Term Care
There is a little-known VA benefit available to wartime vets, and their surviving spouses, that can help pay for long-term care. What is it, and how do you get it? Learn that, and more…. Make...
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Jun 2, 2018
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...
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May 26, 2018
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...
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May 12, 2018
Make It Last – Ep 55 – Retirement Shortfall & Why Your Estate Planning Attorney Should Be A Certified Elder Law Attorney
If you are approaching retirement and you don’t have enough money, there are a few things you can do to make up your retirement shortfall. Also, having your attorney be a Certified Elder Law Attorney...
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May 5, 2018
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...
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Apr 28, 2018
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...
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Apr 21, 2018
Make It Last – Ep 52 – Is Now The Perfect Time to Consider a Roth IRA Conversion?
Tax rates are at their lowest in three decades, and the law is set to revert back to the old numbers in a few years. So, does that mean that it’s the perfect time to...
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Apr 14, 2018
Make It Last – Ep 51 – 10 Ways Your Retirement Income Is Taxed
When you’re in retirement, one of the biggest bites out of your spending money is income tax. What you are invested in, and where that investment is, can make a huge difference in whether your...
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Apr 7, 2018
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...
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Mar 24, 2018
Make It Last – Ep 49 – Court Tosses Consumer Financial Advice Protection & Should You Move Out of NJ for Retirement
A Fifth Circuit court has ruled that the DOL “Fiduciary” rule is illegal, and it may go away as soon as May 7th. What does that mean for you? Also, New Jersey was often mention...
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Mar 17, 2018
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...
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Mar 10, 2018
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...
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Mar 3, 2018
Make It Last – Ep 46 – Three Ways To Run Out of Money in Retirement (and How To Avoid Them)
As you enter retirement, one of the biggest concerns is: will you have enough? Well, there are a few things that can happen that would threaten your ability to “make it last” through retirement. In...
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Feb 24, 2018
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...
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Feb 17, 2018
Make It Last – Ep 44 – Is Your Financial Advisor Worth The Cost?
Whether you handle your own financial advice, or you think you aren’t paying for financial advice (hint: you are), or you’re working with an advisor…the question remains: Is Your Financial Advisor Worth The Cost? Make...
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Feb 10, 2018
Make It Last – Ep 43 – Stock Market Roller Coaster and Should You Stay With Your Company 401k?
This week brought quite a roller coaster ride in the stock market. What caused it, and what does it mean? Also, should you keep your company 401k when you leave that job or retire? What...
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Feb 3, 2018
Make It Last – Ep 42 – All About Credit Scores
Credit scores are everywhere these days. How did they get started and what are the important numbers that make them work? Learn what you need to know in this week’s show… Also, would you like...
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Jan 27, 2018
Make It Last – Ep 41 – Beware Discount Brokers and Tax Scams
Discount brokers will tell you that they don’t work on commission, but that may not be the end of the story. Many discount brokerages pay bonuses based on the products they sell consumers, products that...
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Jan 20, 2018
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:...
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Jan 13, 2018
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...
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Jan 6, 2018
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....
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Dec 23, 2017
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...
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Dec 16, 2017
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...
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Dec 9, 2017
Make It Last – Ep 35 – BitCoin Bonanza & Are Your Medicare Premiums Increasing?
BitCoin is going crazy. But, what is it, and should you be invested in it? Also, new laws might increase how much you have to pay in Medicare premiums next year. Learn all about it...
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Dec 2, 2017
Make It Last – Ep 34 – 6 Top Short-Term Investments & 7 Common Holes in Your Retirement Plan
Last week at Thanksgiving dinner, I got peppered by family members wondering what the best short-term investments are. I answered them once and for all in this episode, so all I have to do in...
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Nov 25, 2017
Make It Last – Ep 33 – Especially for Teachers
Recently some allegations have been raised against one of the largest financial services companies on the planet, TIAA-CREF. For years, TIAA-CREF (now just TIAA) has operated as a non-profit helping to manage the retirements of...
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Nov 18, 2017
Make It Last – Ep 32 – New GOP Tax Bill & New Reverse Mortgage Rules
This week, the House of Representatives passed a new proposed tax bill. I’ll cover what the new bill changes about taxes, as well as covering some new rule changes to reverse mortgages and why you...
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Nov 11, 2017
Make It Last – Ep 31 – Exploring 3 Types of Retirement and 5 Signs You May Need In-Home Care
”Retirement” used to mean one thing – the leisure time that comes after decades of work. But, with the advent of new technology and more research about the psychology of retirement, the definition of retirement...
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Nov 4, 2017
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...
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Oct 28, 2017
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...
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Oct 21, 2017
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...
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Oct 14, 2017
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...
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Oct 7, 2017
Make It Last – Ep 26 – Protecting Your Assets From Nursing & Medicaid Spend-Down
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...
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Sep 30, 2017
Make It Last – Ep 25 – Protecting Your Inheritance Against Divorce & Creditors
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...
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Sep 23, 2017
Make It Last – Ep 24 – Planning for Minor Children & Retirement Income Failure
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...
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Sep 16, 2017
Make It Last – Ep 23 – 3 Retirement Income Strategies
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)...
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Sep 9, 2017
Make It Last – Ep 22 – Auto Leasing & How and Why You Should Update Your Estate Plan
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...
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Sep 2, 2017
Make It Last – Ep 21 – What Happens To Your IRA When You Die?
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...
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Aug 26, 2017
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...
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Aug 19, 2017
Make It Last – Ep 19 – Understanding NJ & PA Inheritance and Estate Taxes
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,...
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Aug 12, 2017
Make It Last – Ep 18 – Planning for a Loved One with Dementia
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...
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Aug 5, 2017
Make It Last – Ep 17 – Fixed Indexed Annuities
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...
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Jul 29, 2017
Make It Last – Ep 16 – Take Control of Your Income Taxes
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...
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Jul 26, 2017
Make It Last – Ep 16 – Teaser
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...
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Jul 22, 2017
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...
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Jul 19, 2017
Make It Last – Ep 15 – Teaser
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...
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Jul 15, 2017
Make It Last – Ep 14 – Avoiding Hidden Investment Fees
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...
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Jul 14, 2017
Make It Last – Ep 14 – Teaser
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...
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Jul 8, 2017
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?...
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Jul 6, 2017
Make It Last – Ep 13 – Teaser
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...
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Jul 1, 2017
Make It Last – Ep 12 – Selecting the Right Advisor for You
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...
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Jun 28, 2017
Make It Last – Ep 12 – Teaser
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...
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Jun 24, 2017
Make It Last – Ep 11 – Summer Trips, Living Wills & Advance Directives
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...
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Jun 21, 2017
Make It Last – Ep 11 – Teaser
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...
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Jun 17, 2017
Make It Last – Ep 10 – DOL Fiduciary Rule…Does It Protect You?
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...
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Jun 14, 2017
Make It Last – Ep 10 – Teaser
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...
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Jun 10, 2017
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....
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Jun 8, 2017
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....
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Jun 3, 2017
Make It Last – Ep 8 – A Widow’s Guide with Anna Byrne
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...
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May 31, 2017
Make It Last – Ep 8 – Teaser
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...
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May 27, 2017
Make it Last- Ep 7 – All About IRAs
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...
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May 24, 2017
Make It Last – Ep 7 – Teaser
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...
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May 20, 2017
Make It Last – Ep 6 – Passing a Retirement Quiz, Assisted Living Questions with Guest: Lisa Kelly
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...
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May 17, 2017
Make It Last – Ep 6 – Teaser
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...
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May 13, 2017
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,...
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May 11, 2017
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,...
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May 6, 2017
Make It Last – Ep 4 – Planning To Grow Older
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...
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May 3, 2017
Make It Last – Ep 4 – Teaser
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?...
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Apr 29, 2017
Make It Last – Ep 3 – All About Trusts & Exploring Teacher Retirement Accounts
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...
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Apr 26, 2017
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...
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Apr 22, 2017
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...
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Apr 21, 2017
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...
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Apr 15, 2017
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...
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Apr 13, 2017
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...
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Apr 6, 2017
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...
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