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 46 – Three Ways To Run Out of Money in Retirement (and How To Avoid Them)
03/03/2018 Duración: 29minAs you enter retirement, one of the biggest concerns is: will you have enough? Well, there are a few things that can happen that would threaten your ability to “make it last” through retirement. In...
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Make It Last – Ep 45 – The Secret To Selecting a Really Great Estate Planning Attorney
24/02/2018 Duración: 29minYou may only do it once or twice across your lifetime. So, what’s the secret to selecting a really great estate planning attorney? You need to focus on four areas that Victor covers in this...
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Make It Last – Ep 44 – Is Your Financial Advisor Worth The Cost?
17/02/2018 Duración: 30minWhether you handle your own financial advice, or you think you aren’t paying for financial advice (hint: you are), or you’re working with an advisor…the question remains: Is Your Financial Advisor Worth The Cost? Make...
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Make It Last – Ep 43 – Stock Market Roller Coaster and Should You Stay With Your Company 401k?
10/02/2018 Duración: 29minThis week brought quite a roller coaster ride in the stock market. What caused it, and what does it mean? Also, should you keep your company 401k when you leave that job or retire? What...
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Make It Last – Ep 42 – All About Credit Scores
03/02/2018 Duración: 30minCredit scores are everywhere these days. How did they get started and what are the important numbers that make them work? Learn what you need to know in this week’s show… Also, would you like...
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Make It Last – Ep 41 – Beware Discount Brokers and Tax Scams
27/01/2018 Duración: 29minDiscount brokers will tell you that they don’t work on commission, but that may not be the end of the story. Many discount brokerages pay bonuses based on the products they sell consumers, products that...
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Make It Last – Ep 40 – Three Concepts, Simply Explained: Medicaid Planning, Annuities, & Trusts
20/01/2018 Duración: 29minIn this episode, Victor launches a new segment called “Three Concepts, Simply Explained”. He will cover three complicated topics and try to explain them in 8 minutes or less. This week, the three concepts are:...
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Make It Last – Ep 39 – Tax Reform Deep Dive for Retirees
13/01/2018 Duración: 29minThis week, Victor takes a deep dive on the new tax law, especially the way it affects retirees. Only 30 minutes in this show, so if you want more information, register for an upcoming workshop...
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Make It Last – Ep 38 – New Tax Law Overview Pt 1 & Should You Trust Computer Model “Buy/Sell” Recommendations
06/01/2018 Duración: 29minThis week, Victor covers a news story where a computer model made a 4-year error on a buy-sell stock recommendation. Also, there’s a new tax law…have you heard? This week, Part 1 of our overview....
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Make It Last – Ep 37 – 5 Fees You Should NEVER Pay in Retirement & Getting Tax Credit for Charitable Giving
23/12/2017 Duración: 30minThere are 5 fees you should NEVER pay in retirement, and we cover how to get tax credit for charitable giving. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate...
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Make It Last – Ep 36 – 7 Year End Tax Planning Tips
16/12/2017 Duración: 29minIt’s not too late to take advantage of some year-end tax planning tips. We’ve got 7 of them for you to consider before December 31st. Make It Last with Victor Medina is hosted by Victor...
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Make It Last – Ep 35 – BitCoin Bonanza & Are Your Medicare Premiums Increasing?
09/12/2017 Duración: 29minBitCoin is going crazy. But, what is it, and should you be invested in it? Also, new laws might increase how much you have to pay in Medicare premiums next year. Learn all about it...
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Make It Last – Ep 34 – 6 Top Short-Term Investments & 7 Common Holes in Your Retirement Plan
02/12/2017 Duración: 30minLast week at Thanksgiving dinner, I got peppered by family members wondering what the best short-term investments are. I answered them once and for all in this episode, so all I have to do in...
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Make It Last – Ep 33 – Especially for Teachers
25/11/2017 Duración: 30minRecently some allegations have been raised against one of the largest financial services companies on the planet, TIAA-CREF. For years, TIAA-CREF (now just TIAA) has operated as a non-profit helping to manage the retirements of...
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Make It Last – Ep 32 – New GOP Tax Bill & New Reverse Mortgage Rules
18/11/2017 Duración: 29minThis 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...
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Make It Last – Ep 31 – Exploring 3 Types of Retirement and 5 Signs You May Need In-Home Care
11/11/2017 Duración: 29min”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...
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Make It Last – Ep 30 – How To Avoid Affinity Fraud & Top 401k Mistakes
04/11/2017 Duración: 30minCrooks 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...
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Make It Last – Ep 29 – Medicare Open Enrollment Tips
28/10/2017 Duración: 30minMedicare 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...
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Make It Last – Ep 28 – 4 Things Missing From Your Estate Plan and 1 Investment to Steer Clear Of
21/10/2017 Duración: 29minThis 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...
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Make It Last – Ep 27 – Top 25 Tips from the First 25 Shows
14/10/2017 Duración: 29minJust 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...