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 66 – Navigating Retirement Alone & Interview with Steven Senko From Princeton Medical Institute
04/08/2018 Duración: 30minIn 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...
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Make It Last – Ep 65 – 10 Questions to Ask Your Financial Advisor & Interview with John Walsh of Walsh Senior Solutions
28/07/2018 Duración: 30minIn 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...
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Make It Last – Ep 64 – All About Continuing Care Retirement Communities
21/07/2018 Duración: 29minAs 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...
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Make It Last – Ep 63 – Buzz Aldrin & Ways to Use Trusts To Protect Yourself
14/07/2018 Duración: 29minBuzz 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...
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Make It Last – Ep 62 – New Form 1040 Coming for Income Taxes & Goal Planning In Retirement
07/07/2018 Duración: 30minThe 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...
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Make It Last – Ep 61 – The Effect of a Supreme Court Vacancy & Estate Planning for Digital Assets
30/06/2018 Duración: 29minThere’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?...
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Make It Last – Ep 60 – How Should You Invest Your “Mid-Term” Bucket in Retirement?
23/06/2018 Duración: 30minThis 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-term bucket....
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Make It Last – Ep 59 – Why Taking 4% Annually Might Destroy Your Retirement
16/06/2018 Duración: 30minThe 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...
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Make It Last – Ep 58 – The VA Benefit That Can Help Pay For Long-Term Care
09/06/2018 Duración: 30minThere 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...
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Make It Last – Ep 57 – Is There a Good Alternative to Owning Bonds in a Low-Interest Environment?
02/06/2018 Duración: 30minWhen 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...
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Make It Last – Ep 56 – How Many Mutual Funds Should You Own?
26/05/2018 Duración: 29minThere 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...
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Make It Last – Ep 55 – Retirement Shortfall & Why Your Estate Planning Attorney Should Be A Certified Elder Law Attorney
12/05/2018 Duración: 29minIf 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...
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Make It Last – Ep 54 – 10 Worst Money Mistakes For Near Retirees
05/05/2018 Duración: 30minMistakes 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...
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Make 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
28/04/2018 Duración: 29minThree 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...
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Make It Last – Ep 52 – Is Now The Perfect Time to Consider a Roth IRA Conversion?
21/04/2018 Duración: 30minTax 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...
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Make It Last – Ep 51 – 10 Ways Your Retirement Income Is Taxed
14/04/2018 Duración: 29minWhen 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...
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Make It Last – Ep 50 – 1 Year Anniversary & Behind The Scenes With Victor
07/04/2018 Duración: 29minEpisode 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...
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Make It Last – Ep 49 – Court Tosses Consumer Financial Advice Protection & Should You Move Out of NJ for Retirement
24/03/2018 Duración: 29minA 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...
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Make It Last – Ep 48 – Why Is Estate Planning Important & How To Select An Asset Manager
17/03/2018 Duración: 29minIn 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...
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Make It Last – Ep 47 – Shattering the Myths About Alzheimer’s Disease
10/03/2018 Duración: 29minThis 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...