Make It Last With Victor Medina
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 158:27:22
- More information
Informações:
Synopsis
Keeping your legal ducks in a row, and your nest egg secure
Episodes
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Make It Last – Ep 26 – Protecting Your Assets From Nursing & Medicaid Spend-Down
07/10/2017 Duration: 29minThis 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...
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Make It Last – Ep 25 – Protecting Your Inheritance Against Divorce & Creditors
30/09/2017 Duration: 29minOne 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...
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Make It Last – Ep 24 – Planning for Minor Children & Retirement Income Failure
23/09/2017 Duration: 29minTypically 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...
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Make It Last – Ep 23 – 3 Retirement Income Strategies
16/09/2017 Duration: 31minAs 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)...
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Make It Last – Ep 22 – Auto Leasing & How and Why You Should Update Your Estate Plan
09/09/2017 Duration: 29minMost people regard visiting with their estate planning attorney like a trip to the dentist. Something that’s necessary, not enjoyable, and which should be kept to the bare minimum. The truth is that your estate...
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Make It Last – Ep 21 – What Happens To Your IRA When You Die?
02/09/2017 Duration: 30minMost people rely on their IRAs to fund some or all of their retirement. However, the research shows that the vast majority of individuals will die leaving a great percentage of their IRA behind. This...
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Make It Last – Ep 20 – Three Biggest Investment Mistakes & Legal Planning for College Students
26/08/2017 Duration: 30minOver and over, investors make three mistakes that absolutely kill their ability to see returns in their investments. These three mistakes are common, and avoidable. This week, on Make It Last, Victor discusses what those...
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Make It Last – Ep 19 – Understanding NJ & PA Inheritance and Estate Taxes
19/08/2017 Duration: 30minDeath and Taxes – that’s what they say are life’s only certainty. But..what if they are one in the same. In NJ and PA, you have to worry and plan for both death and taxes,...
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Make It Last – Ep 18 – Planning for a Loved One with Dementia
12/08/2017 Duration: 29minEvery week, I meet a family that’s struggling with a loved one who has dementia. It can be overwhelming, to say the least. On this week’s show, I discuss how to approach dealing with a...
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Make It Last – Ep 17 – Fixed Indexed Annuities
05/08/2017 Duration: 29minFixed Indexed Annuities are often promoted as ways for investors to participate in market-like returns with no risk of principal. That sounds good…but is it true? This week I take a deep look at these popular...
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Make It Last – Ep 16 – Take Control of Your Income Taxes
29/07/2017 Duration: 29minIncome taxes can be the biggest bite out of your retirement dollar…but you can take control back. By following a few basic principles of smart asset location (not allocation) and proactive income tax planning, you...
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Make It Last – Ep 16 – Teaser
26/07/2017 Duration: 33sIncome taxes can be the biggest bite out of your retirement dollar…but you can take control back. By following a few basic principles of smart asset location (not allocation) and proactive income tax planning, you...
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Make It Last – Ep 15 – Long-Term Care Insurance Basics
22/07/2017 Duration: 30minPeople are living longer, and the cost of long-term care can be astronomical. Every week, Victor is asked about long-term care insurance. This week, we’ll discuss how to buy long-term care insurance, and whether you...
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Make It Last – Ep 15 – Teaser
19/07/2017 Duration: 34sPeople are living longer, and the cost of long-term care can be astronomical. Every week, Victor is asked about long-term care insurance. This week, we’ll discuss how to buy long-term care insurance, and whether you...
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Make It Last – Ep 14 – Avoiding Hidden Investment Fees
15/07/2017 Duration: 29minThe stock market is doing great, so people don’t often pay attention to the amount they’re paying in fees. This week, we’ll cover the different kind of investment fees that exist and how to check...
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Make It Last – Ep 14 – Teaser
14/07/2017 Duration: 31sThe stock market is doing great, so people don’t often pay attention to the amount they’re paying in fees. This week, we’ll cover the different kind of investment fees that exist and how to check...
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Make It Last – Ep 13 – Chasing Investments & Powers of Attorney
08/07/2017 Duration: 29minFor lucky episode number 13, Victor discusses what happens when you get too emotional about a single investment, and how to correct it. In addition, Victor covers powers of attorney. Is it a simple document?...
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Make It Last – Ep 13 – Teaser
06/07/2017 Duration: 32sFor lucky episode number 13, Victor cover powers of attorney. Is it a simple document? Can you use a form downloaded from the Internet? Listen to the show to learn how to test whether your...
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Make It Last – Ep 12 – Selecting the Right Advisor for You
01/07/2017 Duration: 29minThis week we discuss Victor’s trip to Colonial Williamsburg and whether it’s a good trip to take with kids. Also, tips and tricks for selecting a great advisor, whether it’s for legal or financial matters. Make...
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Make It Last – Ep 12 – Teaser
28/06/2017 Duration: 30sThis week we discuss Victor’s trip to Colonial Williamsburg and whether it’s a good trip to take with kids. Also, tips and tricks for selecting a great advisor, whether it’s for legal or financial matters. Make...