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We help individuals and families work toward achieving their ideal retirements.

Make It Last – Ep 13 – Chasing Investments & Powers of Attorney

July 8, 2017

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

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Make It Last – Ep 12 – Selecting the Right Advisor for You

July 1, 2017

This week we discuss Victor’s trip to Colonial Williamsburg and whether it’s a good trip to take with kids. Also, tips and tricks for selecting a great advisor, whether it’s for legal or financial matters. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified…

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Make It Last – Ep 11 – Summer Trips, Living Wills & Advance Directives

June 24, 2017

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

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Make It Last – Ep 10 – DOL Fiduciary Rule…Does It Protect You?

June 17, 2017

On June 9th, the new Department of Labor “fiduciary rule” went into effect. Who does it cover? Can you be comfortable that you’re getting the best advice now? What are the warning signs you should look for? Listen in this week for a full show on what the new DOL fiduciary rule means for your…

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Make It Last – Ep 9 – Investing Internationally

June 10, 2017

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. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and…

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Make It Last – Ep 8 – A Widow’s Guide with Anna Byrne

June 3, 2017

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

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Make it Last- Ep 7 – All About IRAs

May 27, 2017

IRAs make up the largest percentage of retirement assets for baby boomers and beyond. When’s the right time to take money out? What are the rules and penalties if you get it wrong? Tune in this week to Make It Last to learn the ins and outs of IRAs. Make It Last with Victor Medina…

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Make It Last – Ep 6 – Passing a Retirement Quiz, Assisted Living Questions with Guest: Lisa Kelly

May 20, 2017

Can you pass a basic retirement income quiz? Most Americans could not. Here is a link to the quiz – http://retirement.theamericancollege.edu/retirement-101/2017-retirement-income-literacy-quiz and here’s a link to the results. As you get older, the chances that you may need help managing your affairs increases significantly. Listen this week to an interview with our special guest Lisa Kelly,…

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Make It Last – Ep 5 – All About Annuities

May 13, 2017

Annuities are one of the most oversold and misunderstood financial products in the marketplace. This week, on Make It Last with Victor Medina, we discuss how to tell if an annuity is right for you, including three kinds of people who should never buy an annuity. Want to learn more? Be sure to tune to…

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Make It Last – Ep 4 – Planning To Grow Older

May 6, 2017

There are 10,000 people turning 65 every day from now until the year 2040. In addition, advances in medicine and health treatments means that these individuals will live longer, and may require help along the way in the form of long-term care at home or in an assisted living facility. Getting older isn’t easy, and…

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Make It Last – Ep 3 – All About Trusts & Exploring Teacher Retirement Accounts

April 29, 2017

Do you know a teacher or someone that works for a school district? In the first segment, we explore how public school employees have been sold terrible variable annuities, even as the reps looked like they were endorsed by the district. Then, do you think that “trusts” are just for rich people? Well, they’re not.…

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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

April 22, 2017

On Episode 2 of Make It Last with Victor Medina, we discuss how to create wealth in your 50s, and the new Department of Labor “fiduciary” rule. Does this rule protect investors as much as the reports suggest? How can you make sure that you’re advisor works in your best interests instead of their own?…

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