Make It Last – Ep 121 – Empowering Women In Retirement, New Laws on Electronic Wills, Surrender Charges in Annuities, & (Almost) Goodbye


This week, Victor breaks the news that he will be ending the radio show. But before everyone gets too tearful, this is not a hard goodbye. Make sure to subscribe to the show on Spotify, Apple Podcasts, as well as on your Android device so you can be right back with us when we launch into future content with new segments and new series.

Victor then talks about his newest book: Empowering Women In Retirement. He talks about why he was led to write this book and some of the great chapters inside. Victor also invites YOU to his book launch party at Amalfi’s in Lawrenceville on November 14th. He’s covering food and the books but is asking for $10 donations for each copy, that will all go completely to WomanSpace. WomanSpace is an organization here in Mercer County that helps women, men, and families impacted by domestic violence. If you work for an organization who would benefit from having Victor come talk about the book, reach out to us at 609-818-0068.

Finally, Victor dives into some financial and legal topics. First up, he discuses the new laws that are allowing people to create and sign wills online. While the Internet has allowed for many simplicities in our lives – is it really good for our planning? Victor discusses the positives and negatives of the new trend. Then Victor ends the show discussing surrender charges in annuities and whether they are worth paying to get out of a situation.

Click here to listen to the episode!

Like this episode? Leave a review and give a 5-star rating on the Apple Podcast app. As always, share with a friend!

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 609-476-9269

Call Now Button