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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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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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