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 probably shouldn’t consider using a reverse mortgage as part of your retirement planning. Make It Last with Victor Medina is[...]
”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 can mean something else. This episode we will explore 3 types of retirement as well as looking at 5 signs[...]
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 top 401k mistakes, including introducing one investment option that might interest people looking for tax-free growth and tax-free distributions. Make[...]
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 you can use. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder[...]
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 with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™.[...]
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 with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™.[...]
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 their long-term care, and this episode will give you a peek under the hood of how that happens. Make It[...]
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 inheritance follows the bloodline and goes to your grandkids and not that “no-good son-in-law”. Listen to this week’s show as[...]
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 grandchildren. So, this show is for them, and their (grand)kids. Also, a discussion on “retirement income failure”, and what it[...]
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) I recommend. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law[...]