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

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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Make It Last with Victor Medina – Ep 1 – First Show, The Tooth Fairy, and Last-Minute Income Tax Tips

April 20, 2017

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 inflation has affected what the tooth fairy leaves children. And, finally, some last minute tax-tips for filing your taxes this…

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