On this episode: In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s[...]
On this episode: Financial planning can be pretty complicated. From strategies to investments to planning items, there’s a lot to learn and some of these things seem awfully similar. In this episode of Retirease Radio, we’re going to play a little game of ‘What’s the Difference’ and highlight some of the terms that a lot[...]
On this episode: On this episode of Retirease Radio, Victor Medina explores some of the most common questions people have when it comes to homeownership in retirement. We'll cover topics such as paying off your mortgage, downsizing to a smaller home, borrowing money through home equity lines and reverse mortgages, and navigating home-related estate planning[...]
On this episode: If you’re like most people, you probably have some financial accounts that you don’t give much attention. The statements are just collecting dust in your file cabinet but they might actually be hidden gems that could be put to much better use. On this episode of Retirease Radio, let’s talk about some[...]
On this episode: On this episode of Retirease Radio, we’ll reflect on the extremely turbulent stock market of the past 12 months and analyze some of the common ways people cope with volatility and their different emotional responses. We'll start with the most common reactions, fear and panic, and discuss how they can influence investment[...]
On this episode: Very few things in life last forever. Cars break down, cell phones become out of date, food goes bad, even a good bourbon can spoil if you don’t store it properly. Sadly, many people look at estate planning as a one-time activity (set it and forget it). While your estate plan might[...]
On this episode: People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. There are specific qualities that you’ll find from some of the brightest and most successful people and learning from them can help level up your investing. So let’s look at some of the[...]
Listen here! Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand Then, they will go on to discuss the insurance world, and how it can benefit retirees. Finally, they’ll talk about why it’s important to[...]
Listen Here! You already have the foundation, but what’s a house without walls and a roof? Victor gives you all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. Do you know what the three "I's" are? They are the three main areas of a solid retirement plan.[...]
Listen Here! This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. In today’s world, wives typically outlive their husbands in retirement by six years. In this segment, Victor shares how women can prepare themselves for their retirement,[...]