Author: jersey

Make 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, Principle of CABA Benefits, as she shares her wealth of knowledge on everything Medicare. If you need additional information you can give[...]

Make 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 feeling overwhelmed with the future care of an aging loved one and when the time is right to call a[...]

Make 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 how different IRAs are from your other assets. Make It Last with Victor Medina is hosted by Victor J. Medina,[...]

Make 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 “Capture the Moment.” On Make It Last, this week, Victor interviews Lisa Kelly and Michelle Gidosh of CareOne Assisted Living[...]

Make 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 vulnerable elderly clients. In this episode Victor shares a few stories, which happened pretty recently and unfortunately, fairly often. These[...]

Make 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 share 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 make the most money for the company- rather than looking out for the best interest of the client. In the[...]

Make 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 market is so unpredictable, why should you have a plan at all? As well as, what type of plan is[...]

Make 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. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney[...]

Make 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 Princeton Medical Institute, to raise awareness on their clinical trials. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning[...]

Make 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 Senior Solutions, a company that specializes in helping seniors and their families downsize as they get older. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified[...]