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

Make It Last – Ep 17 – Fixed Indexed Annuities

August 5, 2017

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 investment products, and how to evaluate whether it’s right for you, and what a great annuity looks like. Make It…

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Make It Last – Ep 16 – Take Control of Your Income Taxes

July 29, 2017

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 can optimize your income taxes and and help keep more money in your pocket. Make It Last with Victor Medina…

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Make It Last – Ep 15 – Long-Term Care Insurance Basics

July 22, 2017

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 should get it at all. Plus, the DOL fiduciary rule is under attack. Learn why, and what you can do…

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Make It Last – Ep 14 – Avoiding Hidden Investment Fees

July 15, 2017

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 your fees to make sure you’re not paying too much. Make It Last with Victor Medina is hosted by Victor…

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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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