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

Make It Last – Ep 44 – Is Your Financial Advisor Worth The Cost?

February 17, 2018

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 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 43 – Stock Market Roller Coaster and Should You Stay With Your Company 401k?

February 10, 2018

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 about company stock in the 401k? This episode provides the answers. Make It Last with Victor Medina is hosted by…

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Make It Last – Ep 42 – All About Credit Scores

February 3, 2018

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 to watch this show instead of listening to it? We have begun to simulcast the show with a video stream…

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Make It Last – Ep 41 – Beware Discount Brokers and Tax Scams

January 27, 2018

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 may not be in your best interest. In addition, with tax season comes the additional threat of tax scams. Learn…

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Make It Last – Ep 40 – Three Concepts, Simply Explained: Medicaid Planning, Annuities, & Trusts

January 20, 2018

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: Medicaid planning, Annuities, and Trusts. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning…

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Make It Last – Ep 39 – Tax Reform Deep Dive for Retirees

January 13, 2018

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 by subscribing to our newsletter at victor@jerseyestateplanning.com. Make It Last with Victor Medina is hosted by Victor J. Medina, an…

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Make It Last – Ep 38 – New Tax Law Overview Pt 1 & Should You Trust Computer Model “Buy/Sell” Recommendations

January 6, 2018

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. 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 37 – 5 Fees You Should NEVER Pay in Retirement & Getting Tax Credit for Charitable Giving

December 23, 2017

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 planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor…

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Make It Last – Ep 36 – 7 Year End Tax Planning Tips

December 16, 2017

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 J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered…

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Make It Last – Ep 35 – BitCoin Bonanza & Are Your Medicare Premiums Increasing?

December 9, 2017

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 in this episode. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder…

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Make It Last – Ep 34 – 6 Top Short-Term Investments & 7 Common Holes in Your Retirement Plan

December 2, 2017

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 future family gatherings is to tell them to download this episode and call me with any questions. I also covered…

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Make It Last – Ep 33 – Especially for Teachers

November 25, 2017

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 teachers and other school-related employees. Now, however, TIAA operates as a for-profit organization and is under investigation by the state…

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