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

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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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.…

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