Make It Last With Victor Medina

Informações:

Sinopse

Keeping your legal ducks in a row, and your nest egg secure

Episódios

  • Make It Last – Ep 122 – The Most Important Lesson You Need To Learn

    Make It Last – Ep 122 – The Most Important Lesson You Need To Learn

    06/11/2019 Duração: 53min

    If Victor had one lesson to give, for one show only, it’s in this episode. This week, Victor goes back to how different recording his very first show was and talks about what the future...

  • Make It Last – Ep 121 – Empowering Women In Retirement, New Laws on Electronic Wills, Surrender Charges in Annuities,  (Almost) Goodbye

    Make It Last – Ep 121 – Empowering Women In Retirement, New Laws on Electronic Wills, Surrender Charges in Annuities, & (Almost) Goodbye

    30/10/2019 Duração: 53min

    This week, Victor breaks the news that he will be ending the radio show. But before everyone gets too tearful, this is not a hard goodbye. Make sure to subscribe to the show on Spotify,...

  • Make It Last – Ep 120 – Annuity Application Walk-Through  Funeral Representatives

    Make It Last – Ep 120 – Annuity Application Walk-Through & Funeral Representatives

    16/10/2019 Duração: 53min

    This week, Victor begins the show discussing funeral representatives and how laws have changed how it works today. Then, Victor switches gears and walks through an annuity application: how was it put together and what...

  • Make It Last – Ep 119 – Legal Risks of Living Together Unmarried After 50, Self Directed Investments,  Pension Buy-Outs

    Make It Last – Ep 119 – Legal Risks of Living Together Unmarried After 50, Self Directed Investments, & Pension Buy-Outs

    09/10/2019 Duração: 53min

    A potpourri of topics this week. In this episode, Victor explains the legal risks of living together, unmarried, after age 50. Estate planning laws favor couples who are married so what does that mean for...

  • Make It Last – Ep 118 – Common Regrets  Mistakes in Retirement and How To Avoid Them

    Make It Last – Ep 118 – Common Regrets & Mistakes in Retirement and How To Avoid Them

    25/09/2019 Duração: 53min
  • Make It Last – Ep 117 – How Much Money You Need To Retire

    Make It Last – Ep 117 – How Much Money You Need To Retire

    18/09/2019 Duração: 53min

    Is $1 million the magic number you need to retire? In this week’s episode, Victor challenges conventional wisdom and makes a point that you might not need as much money to retire as you’re being...

  • Make It Last – Ep 116 – Which Retirement Vehicle Is Right For You?

    Make It Last – Ep 116 – Which Retirement Vehicle Is Right For You?

    11/09/2019 Duração: 56min

    Sometimes it’s hard to tell where we should be focusing our investments. In this episode of Make It Last, Victor talks through which retirement vehicle is right for you; focusing primarily on 401K plans and...

  • Make It Last – Ep 115 – Strategies to Increase Happiness in Retirement

    Make It Last – Ep 115 – Strategies to Increase Happiness in Retirement

    04/09/2019 Duração: 53min

    In this week’s episode, Victor discusses the idea of being happy in retirement. What are ways people can find joy in retirement and bring down stress? Victor also spends some time giving the latest update...

  • Make It Last – Ep 114 – Difference Between Retirement Planning  Financial Planning

    Make It Last – Ep 114 – Difference Between Retirement Planning & Financial Planning

    28/08/2019 Duração: 54min

    Are retirement planning and financial planning the same thing? NO! In this episode I discuss the differences between them. I also talk a little about the rising nursing home costs and give you an update...

  • Make It Last – Ep 113 – Key Decisions You Have To Consider in Retirement  Retiring on a Shoestring

    Make It Last – Ep 113 – Key Decisions You Have To Consider in Retirement & Retiring on a Shoestring

    07/08/2019 Duração: 53min

    How do you retire when you have no money? Learn some tips for retirement on a shoestring budget! Then, Victor discusses The 5 Key Decisions You Have to Consider In Retirement. For a FREE RETIREMENT...

  • Make It Last – Ep 112 – 3 Worlds of Money, Planning for Incapacity  Fixed-Indexed Annuities

    Make It Last – Ep 112 – 3 Worlds of Money, Planning for Incapacity & Fixed-Indexed Annuities

    24/07/2019 Duração: 53min

    In this episode of Make It Last, Victor dives into both the legal and the retirement world. First, Victor discusses planning for incapacity and managing different financial accounts in that time. Then, Victor goes through...

  • Make It Last – Ep 111 – Signs You Are Not Ready For Retirement

    Make It Last – Ep 111 – Signs You Are Not Ready For Retirement

    17/07/2019 Duração: 53min

    How do you know if you are ready to retire? In today’s episode, Victor goes through some signs to identify if you are ready for retirement or, if you should wait. Text the word INCOME...

  • Make It Last – Ep 109 – 5 Psychological Stages of Retirement, Electronic Wills,  Mindfulness

    Make It Last – Ep 109 – 5 Psychological Stages of Retirement, Electronic Wills, & Mindfulness

    03/07/2019 Duração: 53min

    In today’s episode, Victor breaks down electronic wills and reiterates the importance of mindfulness. Victor also lays out the 5 Psychological Stages of Retirement as inspired by a study done by AgeWave, Ameriprise Financial, &...

  • Make It Last – Ep 108 – 5 Retirement Planning Sins  Fiduciary Advisors vs Financial Advisors

    Make It Last – Ep 108 – 5 Retirement Planning Sins & Fiduciary Advisors vs Financial Advisors

    19/06/2019 Duração: 53min

    In today’s episode, Victor tackles the question, “Are my financial advisors working in my best interest?” In addition, Victor discusses 5 Retirement Planning Sins and ways to avoid and overcome them. For additional information on...

  • Make It Last – Ep 107 – Interview with Professor Jamie Hopkins

    Make It Last – Ep 107 – Interview with Professor Jamie Hopkins

    12/06/2019 Duração: 53min

    In this episode, Victor interviews Professor Jamie Hopkins. Professor Hopkins is the Director of Retirement Research for the Carson Group (an organization that assists financial advisors), and teaches retirement planning at the American College of...

  • Make It Last – Ep 106 – Social Security Misconceptions, Potential New Retirement Rule Impacts, and The Problem With Zero-Fee Investments

    Make It Last – Ep 106 – Social Security Misconceptions, Potential New Retirement Rule Impacts, and The Problem With Zero-Fee Investments

    29/05/2019 Duração: 53min

    On Thursday, May 23rd, the House of Representatives passed a sweeping reform to the 401k laws. How will it affect you? Also, much of the news in the world of investment choices has focused on the...

  • Make It Last – Ep 105 – Avoiding Investment Strategies That Don’t Work  Potential New Retirement Plan Laws

    Make It Last – Ep 105 – Avoiding Investment Strategies That Don’t Work & Potential New Retirement Plan Laws

    15/05/2019 Duração: 53min

    Too often we are led astray by looking for a magic pill or secret. In segment 1 of today’s show, Victor discusses how to avoid investment strategies that don’t work, plus potential new retirement plan...

  • Make It Last – Ep 104 – Charting Your Retirement Map  The Importance of Owning International Stocks

    Make It Last – Ep 104 – Charting Your Retirement Map & The Importance of Owning International Stocks

    08/05/2019 Duração: 53min

    In this episode, Victor discusses why international stocks are an important asset class, even as they have lagged behind in performance vs domestic stocks. Also, how do you create a retirement map to help you...

  • Make It Last – Ep 103 – Scary Retirement Statistics  Advisor Credentials That Matter

    Make It Last – Ep 103 – Scary Retirement Statistics & Advisor Credentials That Matter

    01/05/2019 Duração: 53min

    In this episode, Victor shares 9 scary retirement statistics, as well as strategies to avoid becoming one of those statistics. In addition, Victor covers which advisor credentials matter, and which are pure bunk. Make It...

  • Make It Last – Ep 102 – Top Strategies for Making Your Money Last In Retirement

    Make It Last – Ep 102 – Top Strategies for Making Your Money Last In Retirement

    24/04/2019 Duração: 53min

    Lottery winners often spend all of their winnings within 5 years of getting the money. Why? Because they failed to have a plan. Don’t let that happen to you. In this episode, Victor shares top...

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