Make It Last With Victor Medina
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 158:27:22
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Sinopsis
Keeping your legal ducks in a row, and your nest egg secure
Episodios
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Make It Last – Ep 11 – Summer Trips, Living Wills & Advance Directives
24/06/2017 Duración: 30minAs 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...
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Make It Last – Ep 11 – Teaser
21/06/2017 Duración: 31sAs 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...
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Make It Last – Ep 10 – DOL Fiduciary Rule…Does It Protect You?
17/06/2017 Duración: 29minOn 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...
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Make It Last – Ep 10 – Teaser
14/06/2017 Duración: 31sOn 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...
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Make It Last – Ep 9 – Investing Internationally
10/06/2017 Duración: 29minComing 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....
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Make It Last – Ep 9 – Teaser
08/06/2017 Duración: 30sComing 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....
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Make It Last – Ep 8 – A Widow’s Guide with Anna Byrne
03/06/2017 Duración: 29minLosing 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...
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Make It Last – Ep 8 – Teaser
31/05/2017 Duración: 29sAre 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...
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Make it Last- Ep 7 – All About IRAs
27/05/2017 Duración: 30minIRAs 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...
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Make It Last – Ep 7 – Teaser
24/05/2017 Duración: 30sIRAs 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...
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Make It Last – Ep 6 – Passing a Retirement Quiz, Assisted Living Questions with Guest: Lisa Kelly
20/05/2017 Duración: 29minCan 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, the chances that you...
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Make It Last – Ep 6 – Teaser
17/05/2017 Duración: 31sAs 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...
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Make It Last – Ep 5 – All About Annuities
13/05/2017 Duración: 29minAnnuities 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,...
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Make It Last – Ep 5 – Teaser
11/05/2017 Duración: 30sAnnuities 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,...
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Make It Last – Ep 4 – Planning To Grow Older
06/05/2017 Duración: 30minThere 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...
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Make It Last – Ep 4 – Teaser
03/05/2017 Duración: 30sThere 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?...
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Make It Last – Ep 3 – All About Trusts & Exploring Teacher Retirement Accounts
29/04/2017 Duración: 29minDo 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...
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Make It Last – Ep 3 – Teaser
26/04/2017 Duración: 31sDo 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...
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Make 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
22/04/2017 Duración: 30minOn 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...
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Make It Last – Ep 2 Teaser
21/04/2017 Duración: 30sOn 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...