Make It Last with Victor Medina
By Victor J. Medina, JD, CFP®
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Description
Make It Last is hosted by Victor Medina, an estate/elder law attorney and Certified Financial Planner™. The program discusses retirement planning, estate planning, financial services, and taxes...but in a fun way.
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CleanMake It Last – Ep 93 – Assisted Suicide Legal Updates & Common Retirement Mistakes | Assisted suicide has been a controversial topic for years. Some believe it is every person’s right to choose when they are going to end their life, while others believe it is morally wrong to end... | 2/20/2019 | Free | View in iTunes |
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CleanMake It Last – Ep 92 – 5 Ways to Make Your Transition into Retirement Much Smoother | As you approach retirement you likely know that a great deal of changes will be made to your daily routine. Not only will you have to get used to the idea that you are no... | 2/13/2019 | Free | View in iTunes |
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CleanMake It Last – Ep 91 – How to Stay Motivated to Achieve Your Retirement Goals | Statistics say most of us will have abandoned our New Year’s goals by mid-January. Victor is here with some motivation to keep your retirement goals. Just as you would with fitness goals, it is important... | 2/6/2019 | Free | View in iTunes |
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CleanMake It Last – Ep 90 – How to Build Your Own Retirement Foundation | When building a house there needs to be a lot of care and attention put on making sure the foundation will hold up for years to come. The same care and attention should go into... | 1/30/2019 | Free | View in iTunes |
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CleanMake It Last – Ep 89 – How to Put Together a Retirement Portfolio that Matches Your Risk Tolerance | There is no cookie cutter retirement portfolio. Some people are looking to travel in retirement while others are looking to save and leave money behind. Listen here as Victor explains how to put your retirement... | 1/23/2019 | Free | View in iTunes |
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CleanMake It Last – Ep 88 – Will 2019 be a Bull or Bear Market? | Now is the time where predictions are being made on television and radio on whether or not we will see a “bull market” or a “bear market” in 2019. What exactly does that mean, especially... | 1/15/2019 | Free | View in iTunes |
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CleanMake It Last – Ep 87 – 4 Potential Benefits of Rolling Over a 401(k) to an IRA | The 401(k) plan has become the leader in today’s retirement savings vehicles. Most employers have a 401(k) or company plan that they set up for employees, with a potential for a company match. In today’s... | 1/9/2019 | Free | View in iTunes |
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CleanMake It Last – Ep 86 – Sound Advice | Victor Medina is excited to announce that Make It Last will now be released as hour long segments and air Wednesday mornings at 11am on WCTC 1450AM radio. The hour segment is part of a... | 1/2/2019 | Free | View in iTunes |
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CleanMake It Last – Ep 85 – Dr. Life’s 12 Keys to Healthy Living, Exciting Updates, & Lessons Learned from Celebrity Deaths | While out at a conference last week Victor had the opportunity to see some inspiring speakers, one of them being Dr. Jeffrey Life. You may have seen Dr. Life on the cover of magazines or... | 12/22/2018 | Free | View in iTunes |
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10 |
CleanMake It Last – Ep 84 – The Status of the NJ Fiduciary Rule for Financial Advisors & Interview with Hilary Murray of Brandywine Pennington | In the first segment of the show Victor provides an update on the status of the NJ fiduciary rule for financial advisors.The rule is currently being discussed in informal conferences. In these conferences some financial... | 12/8/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 83 – Last Call for Medicare Open Enrollment & Interview with Kat & Kelly of Independence Home Care | We are coming up on the last days for Medicare open enrollment. You will have until December 7th to enroll so if you have not done so yet, there is still time. Take a listen... | 12/1/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 82 – Developing Your Team & an Interview with Dr. Apter of Princeton Medical Institute | Seeing those you have not seen in a while can draw attention to issues you may not have realized were developing in older adults in your family. After the holidays is a great time to... | 11/24/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 81 – 10 Non-Financial Estate Planning Issues | Estate planning is not just about getting documents put into place and making sure your finances are allocated to go to the right person or place. An estate plan should be personalized to your own... | 11/17/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 80 – Protecting Your Family From The Costs Of Aging | In 2016 Victor published his first two books in the Make It Last series. One in the area of fundamental estate planning and one in the area of retirement planning. After realizing the great need to continue... | 11/10/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 79 – A Few Things to Keep in Mind & Interview with Paul Euell of SYNERGY HomeCare | In the first segment of the show Victor shares two things you should keep in mind: Medicare open enrollment is currently going on until December & the recent volatility of the stock markets is normal.... | 11/3/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 78 – What Does it Mean to Have an E.P.I.C. Retirement & Interview with Bernie Sokal of MoneyCare Financial | In the first half of episode 78 Victor explains the concept of an E.P.I.C. retirement and how the meaning of retirement has changed over the years. In the second half of the episode Victor interviews... | 10/27/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 77 – Interview with Andy Fritz and Kelly Astbury of Homestead at Hamilton | This week on Make It Last Radio, Victor had the opportunity to interview Andy Fritz and Kelly Astbury of Homestead at Hamilton, an independent and assisted living community. Tune in to hear about Homestead’s “successful... | 10/20/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 76 – Interview with Steve Besserman of AriJoe Productions | Your legacy goes far beyond the finances and personal items you will leave behind. The real legacy your family will remember you by are the collection of stories, photos, and videos you have gathered over... | 10/13/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 75 – A Portfolio is Not a Plan & NJ’s Proposed Fiduciary Rule | This week on Make It Last, Victor gives details on why a portfolio is not a plan, a newly proposed NJ fiduciary rule, as well as a glimpse as to why NJ has been ranked... | 10/6/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 74 – Interview with Carol Baker of CABA Benefits | Medicare open enrollment is swiftly approaching. Now is the time to gather as much information as possible and begin your planning. Tune in this week to get some great information from Carol Baker, Principal of... | 9/29/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 73 – Interview with Mary Kay Krokowski of Aging Advisors | On this episode of Make It Last, Victor hosts an interview with Mary Kay Krokowski, President and Founder of Aging Advisors. Mary Kay gives information on what Aging Advisors can do for families who are... | 9/22/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 72 – 19 Ways IRAs Differ from Other Assets | IRAs are very different from most other assets and require very specific planning. IRA’s tend to be where most people’s money is – so tune in this week to get a clearer picture of just... | 9/15/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 71 – Interview with Lisa Kelly & Michelle Gidosh of CareOne Assisted Living | This week, starting tomorrow, 9/9 until 9/15, assisted living week will be going on. Assisted living facilities will be hosting events to celebrate those who work and live in the facilities, under the theme of... | 9/8/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 70 – A Wolf in Sheep’s Clothing: Incidents of Abuse of Power Against the Elderly | Abuse against the elderly is usually hidden in plain sight, a “wolf in sheep’s clothing” if you will. Some terrible individuals, who are in positions of authority and trust, are taking advantage of their most... | 9/1/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 69 – The Importance of Working With a Private Fiduciary & Legal Asset Protection of the Home and IRAs | In the first half of this episode Victor shares the news regarding Wells Fargo’s wealth management services. The advisors working at Wells Fargo were technically fiduciaries but they were pressured by their corporate bosses to... | 8/25/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 68 – How Should You Plan for an Unpredictable Market? | On this episode you will find a continuation of the second half of episode 67, where Victor discussed the unpredictability of the stock market. Here, Victor will discuss the answer to the question- if the... | 8/18/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 67 – The Rising Number of Seniors Filing for Bankruptcy & The Myth of Market Prediction | This week Victor discusses the recently high number of people 65+ who are having to file for bankruptcy. As well as, a look at stock market predicting and just how unknowable the market really is.... | 8/11/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 66 – Navigating Retirement Alone & Interview with Steven Senko From Princeton Medical Institute | In this episode Victor shares some important information regarding a growing number of people who are navigating retirement and aging alone. As well as an interview with Steven Senko of the Princeton Medical Institute, to... | 8/4/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 65 – 10 Questions to Ask Your Financial Advisor & Interview with John Walsh of Walsh Senior Solutions | In this episode, Victor covers the 10 questions you should ask your financial advisor, and an interview with John Walsh of Walsh Senior Solutions, a company that specializes in helping senior and their families downsize... | 7/28/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 64 – All About Continuing Care Retirement Communities | As seniors age, one of the biggest decisions to face is whether to stay in your home or find someplace that can help you care for yourself for the rest of your days, especially if... | 7/21/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 63 – Buzz Aldrin & Ways to Use Trusts To Protect Yourself | Buzz Aldrin is in the middle of a battle with his family over the alleged misuse of his money. How could a revocable living trust have helped protect him? Learn about that this week. Make... | 7/14/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 62 – New Form 1040 Coming for Income Taxes & Goal Planning In Retirement | The IRS has released a draft version of a new Form 1040 for your taxes. What are the changes and how does it impact you. Also, you’re retired – why is goal planning still important... | 7/7/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 61 – The Effect of a Supreme Court Vacancy & Estate Planning for Digital Assets | There’s an upcoming Supreme Court vacancy – what does that mean for the future? Also, technology is advancing at a breakneck speed. What can you do to make sure your estate plan is keeping pace?... | 6/30/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 60 – How Should You Invest Your “Mid-Term” Bucket in Retirement? | This episode is continuation of a discussion from episode 59 where Victor discusses different retirement distribution strategies, including using short-term, mid-term, and long-term investment buckets. This show unveils how you should invest your mid-t. | 6/23/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 59 – Why Taking 4% Annually Might Destroy Your Retirement | The news outlets like to tell you that you can take 4% a year from your retirement portfolio and not run out of money, but is that true? This week shares with you why taking... | 6/16/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 58 – The VA Benefit That Can Help Pay For Long-Term Care | There is a little-known VA benefit available to wartime vets, and their surviving spouses, that can help pay for long-term care. What is it, and how do you get it? Learn that, and more…. Make... | 6/9/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 57 – Is There a Good Alternative to Owning Bonds in a Low-Interest Environment? | When interest rates are high, bonds are great to own because they’ll pay out a healthy amount. However, is there a better alternative in a low-interest environment? Make It Last with Victor Medina is hosted... | 6/2/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 56 – How Many Mutual Funds Should You Own? | There are 9,500 mutual funds for you to buy. Which ones are best for you to own in retirement? We explore that and the death of the DOL “fiduciary” rule. Make It Last with Victor... | 5/26/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 55 – Retirement Shortfall & Why Your Estate Planning Attorney Should Be A Certified Elder Law Attorney | If you are approaching retirement and you don’t have enough money, there are a few things you can do to make up your retirement shortfall. Also, having your attorney be a Certified Elder Law Attorney... | 5/12/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 54 – 10 Worst Money Mistakes For Near Retirees | Mistakes are a part of life. When it comes to money and time, mistakes near retirement can have catastrophic consequences. This week, Victor discusses the 10 worst money mistakes for near retirees. Make It Last... | 5/5/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 53 – How To Select a Great Executor or Power of Attorney, How To Plan for Care if You’re Single, and The Real Cost of a Non-Best-Interest Financial Advisor | Three topics for this show: How to select a great executor or power of attorney agent. Then Victor talks about how to plan for getting older if you’re single, with or without kids. Finally, Victor... | 4/28/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 52 – Is Now The Perfect Time to Consider a Roth IRA Conversion? | Tax rates are at their lowest in three decades, and the law is set to revert back to the old numbers in a few years. So, does that mean that it’s the perfect time to... | 4/21/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 51 – 10 Ways Your Retirement Income Is Taxed | When you’re in retirement, one of the biggest bites out of your spending money is income tax. What you are invested in, and where that investment is, can make a huge difference in whether your... | 4/14/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 50 – 1 Year Anniversary & Behind The Scenes With Victor | Episode 50 is a milestone because it’s also the 1-year anniversary of the show. In this episode, Victor goes behind the scenes to share some of his origin story. It’s like Spiderman’s story, except without... | 4/7/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 49 – Court Tosses Consumer Financial Advice Protection & Should You Move Out of NJ for Retirement | A Fifth Circuit court has ruled that the DOL “Fiduciary” rule is illegal, and it may go away as soon as May 7th. What does that mean for you? Also, New Jersey was often mention... | 3/24/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 48 – Why Is Estate Planning Important & How To Select An Asset Manager | In this episode, Victor explores some basics like: Why is estate planning important anyways? In the second half of the episode, Victor discusses how to select an asset manager, and why it’s important to select... | 3/17/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 47 – Shattering the Myths About Alzheimer’s Disease | This week, Victor addresses some of the risk and expenses of investment platforms like Wealthfront and Fidelity target date funds. Also, two special guests join the show to discuss some of the innovative ways they... | 3/10/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 46 – Three Ways To Run Out of Money in Retirement (and How To Avoid Them) | As you enter retirement, one of the biggest concerns is: will you have enough? Well, there are a few things that can happen that would threaten your ability to “make it last” through retirement. In... | 3/3/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 45 – The Secret To Selecting a Really Great Estate Planning Attorney | You may only do it once or twice across your lifetime. So, what’s the secret to selecting a really great estate planning attorney? You need to focus on four areas that Victor covers in this... | 2/24/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 44 – Is Your Financial Advisor Worth The Cost? | Whether you handle your own financial advice, or you think you aren’t paying for financial advice (hint: you are), or you’re working with an advisor…the question remains: Is Your Financial Advisor Worth The Cost? Make... | 2/17/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 43 – Stock Market Roller Coaster and Should You Stay With Your Company 401k? | This week brought quite a roller coaster ride in the stock market. What caused it, and what does it mean? Also, should you keep your company 401k when you leave that job or retire? What... | 2/10/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 42 – All About Credit Scores | Credit scores are everywhere these days. How did they get started and what are the important numbers that make them work? Learn what you need to know in this week’s show… Also, would you like... | 2/3/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 41 – Beware Discount Brokers and Tax Scams | Discount brokers will tell you that they don’t work on commission, but that may not be the end of the story. Many discount brokerages pay bonuses based on the products they sell consumers, products that... | 1/27/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 40 – Three Concepts, Simply Explained: Medicaid Planning, Annuities, & Trusts | In this episode, Victor launches a new segment called “Three Concepts, Simply Explained”. He will cover three complicated topics and try to explain them in 8 minutes or less. This week, the three concepts are:... | 1/20/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 39 – Tax Reform Deep Dive for Retirees | This week, Victor takes a deep dive on the new tax law, especially the way it affects retirees. Only 30 minutes in this show, so if you want more information, register for an upcoming workshop... | 1/13/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 38 – New Tax Law Overview Pt 1 & Should You Trust Computer Model “Buy/Sell” Recommendations | This week, Victor covers a news story where a computer model made a 4-year error on a buy-sell stock recommendation. Also, there’s a new tax law…have you heard? This week, Part 1 of our overview.... | 1/6/2018 | Free | View in iTunes |
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CleanMake It Last – Ep 37 – 5 Fees You Should NEVER Pay in Retirement & Getting Tax Credit for Charitable Giving | There are 5 fees you should NEVER pay in retirement, and we cover how to get tax credit for charitable giving. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate... | 12/23/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 36 – 7 Year End Tax Planning Tips | It’s not too late to take advantage of some year-end tax planning tips. We’ve got 7 of them for you to consider before December 31st. Make It Last with Victor Medina is hosted by Victor... | 12/16/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 35 – BitCoin Bonanza & Are Your Medicare Premiums Increasing? | BitCoin is going crazy. But, what is it, and should you be invested in it? Also, new laws might increase how much you have to pay in Medicare premiums next year. Learn all about it... | 12/9/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 34 – 6 Top Short-Term Investments & 7 Common Holes in Your Retirement Plan | Last week at Thanksgiving dinner, I got peppered by family members wondering what the best short-term investments are. I answered them once and for all in this episode, so all I have to do in... | 12/2/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 33 – Especially for Teachers | Recently some allegations have been raised against one of the largest financial services companies on the planet, TIAA-CREF. For years, TIAA-CREF (now just TIAA) has operated as a non-profit helping to manage the retirements of... | 11/25/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 32 – New GOP Tax Bill & New Reverse Mortgage Rules | This week, the House of Representatives passed a new proposed tax bill. I’ll cover what the new bill changes about taxes, as well as covering some new rule changes to reverse mortgages and why you... | 11/18/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 31 – Exploring 3 Types of Retirement and 5 Signs You May Need In-Home Care | ”Retirement” used to mean one thing – the leisure time that comes after decades of work. But, with the advent of new technology and more research about the psychology of retirement, the definition of retirement... | 11/11/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 30 – How To Avoid Affinity Fraud & Top 401k Mistakes | Crooks are getting more creative with how to part you from your money. One of the biggest growing areas is in “affinity fraud”. Learn what it is and how to avoid it. Also, Victor discusses... | 11/4/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 29 – Medicare Open Enrollment Tips | Medicare Open Enrollment is from October 15th until December 7th. There are things you can do to optimize your choices for the next year. This week, Victor goes over the best Medicare Enrollment tips that... | 10/28/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 28 – 4 Things Missing From Your Estate Plan and 1 Investment to Steer Clear Of | This week, Victor discusses four things missing from your estate plan and 1 investment that you probably have in your portfolio (especially if you’re working with one of those large investment firms. Make It Last... | 10/21/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 27 – Top 25 Tips from the First 25 Shows | Just want the episode title says…these are the top 25 tips from the first 25 shows. It’s like concentrated Make It Last…just bring your notebook, because Victor flies through all 25 tips. Make It Last... | 10/14/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 26 – Protecting Your Assets From Nursing & Medicaid Spend-Down | This week on Make It Last, I cover how to protect your assets against nursing home and Medicaid spend-down. Most of you know that we help families every week to maintain flexibility and choice in... | 10/7/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 25 – Protecting Your Inheritance Against Divorce & Creditors | One of the ways you can “make it last” is to make sure that the inheritance you leave behind is protected from threats like divorce or creditors. You also want to make sure that the... | 9/30/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 24 – Planning for Minor Children & Retirement Income Failure | Typically this show covers retirement planning, which means the key demographic doesn’t include people with minor children. However, planning for these families is super important and many of our retiree and pre-retiree listeners have young... | 9/23/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 23 – 3 Retirement Income Strategies | As you enter retirement, your strategy for generating retirement income should be deliberate and should match your individual circumstances. In this episode, I discuss three different approaches to retirement income planning, and share which one(s)... | 9/16/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 22 – Auto Leasing & How and Why You Should Update Your Estate Plan | Most people regard visiting with their estate planning attorney like a trip to the dentist. Something that’s necessary, not enjoyable, and which should be kept to the bare minimum. The truth is that your estate... | 9/9/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 21 – What Happens To Your IRA When You Die? | Most people rely on their IRAs to fund some or all of their retirement. However, the research shows that the vast majority of individuals will die leaving a great percentage of their IRA behind. This... | 9/2/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 20 – Three Biggest Investment Mistakes & Legal Planning for College Students | Over and over, investors make three mistakes that absolutely kill their ability to see returns in their investments. These three mistakes are common, and avoidable. This week, on Make It Last, Victor discusses what those... | 8/26/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 19 – Understanding NJ & PA Inheritance and Estate Taxes | Death and Taxes – that’s what they say are life’s only certainty. But..what if they are one in the same. In NJ and PA, you have to worry and plan for both death and taxes,... | 8/19/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 18 – Planning for a Loved One with Dementia | Every week, I meet a family that’s struggling with a loved one who has dementia. It can be overwhelming, to say the least. On this week’s show, I discuss how to approach dealing with a... | 8/12/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 17 – Fixed Indexed Annuities | 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... | 8/5/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 16 – Take Control of Your Income Taxes | 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... | 7/29/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 16 – Teaser | 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... | 7/26/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 15 – Long-Term Care Insurance Basics | 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... | 7/22/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 15 – Teaser | 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... | 7/19/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 14 – Avoiding Hidden Investment Fees | 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... | 7/15/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 14 – Teaser | 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... | 7/14/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 13 – Chasing Investments & Powers of Attorney | 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?... | 7/8/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 13 – Teaser | For lucky episode number 13, Victor cover 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... | 7/6/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 12 – Selecting the Right Advisor for You | 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... | 7/1/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 12 – Teaser | 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... | 6/28/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 11 – Summer Trips, Living Wills & Advance Directives | 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... | 6/24/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 11 – Teaser | 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... | 6/21/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 10 – DOL Fiduciary Rule…Does It Protect You? | 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... | 6/17/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 10 – Teaser | 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... | 6/14/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 9 – Investing Internationally | 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.... | 6/10/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 9 – Teaser | 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.... | 6/8/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 8 – A Widow’s Guide with Anna Byrne | 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... | 6/3/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 8 – Teaser | Are you making one of the 8 retirement spending mistakes common to retirees? Also, join us for a conversation with author Anna Byrne. Her new book, “A Widow’s Guide” is a helpful tool for women... | 5/31/2017 | Free | View in iTunes |
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CleanMake it Last- Ep 7 – All About IRAs | 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... | 5/27/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 7 – Teaser | 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... | 5/24/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 6 – Passing a Retirement Quiz, Assisted Living Questions with Guest: Lisa Kelly | 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, | 5/20/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 6 – Teaser | 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, Regional Director of Business Development, with the... | 5/17/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 5 – All About Annuities | 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,... | 5/13/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 5 – Teaser | 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,... | 5/11/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 4 – Planning To Grow Older | 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... | 5/6/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 4 – Teaser | There are 10,000 people turning 65 every day from now until the year 2040. Getting older isn’t easy, and with it comes incredible risks to your nest egg. Want to learn how to protect yourself?... | 5/3/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 3 – All About Trusts & Exploring Teacher Retirement Accounts | 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... | 4/29/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 3 – Teaser | Do you think that “trusts” are just for rich people? Well, they’re not. Coming up on this week’s Make It Last with Victor Medina, Victor discusses the difference between a Trust and a Will and which... | 4/26/2017 | Free | View in iTunes |
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CleanMake 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 | 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... | 4/22/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 2 Teaser | On this week’s Make It Last, host Victor Medina will discuss how to create wealth in your 50s, as well as the new Department of Labor “fiduciary” rule and how it will affect working with... | 4/21/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 1 – First Show, The Tooth Fairy, and Last-Minute Tax Tips | 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... | 4/15/2017 | Free | View in iTunes |
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CleanMake It Last – Ep 0a – Interview with Bert Baron & Show Introduction | Looking forward to the show debut on April 15th? Here’s a recording a brief interview between Bert Baron on WCTC’s morning show and show host Victor Medina discussing the new show. Show Links: WCTC 1450 AM... | 4/13/2017 | Free | View in iTunes |
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CleanMake It Last – Ep. 0 – 30 Second Promo | Here is where it all starts. The Make It Last program debuts on April 15, 2017 on WCTC 1450 AM, the Voice of Central Jersey. Hosted by Victor Medina, an estate planning and elder law... | 4/6/2017 | Free | View in iTunes |
| 110 Items |
Customer Reviews
Extremely helpful
Extremely informative. Victor makes it easy to understand some fairly complex topics. Everyone can learn something especially us soon to be retiring.
VERY informative and thorough discussion of retirement planning
Victor does a great job of clearly and concisely explaining various aspects of estate and retirement planning, and always does so in a personable and easy to understand manner!
Great Host - very informative
Easy, painless way to learn about finances, taxes, retirement planning, wills, etc. These are topics I usually avoid, but this guy is really interesting, and I've learned a lot.
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