Make It Last with Victor Medina - Legal & Financial Retirement Planning

On 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 a financial advisor.

Could your advisor be working to line his pocket, instead of your pocket? Listen in to learn the answer.

Make It Last radio is brought to you by Medina Law Group and Private Client Capital Group. Host Victor Medina is an estate planning and elder law attorney, as well as a Certified Financial Planner. Make It Last discusses retirement planning topics, including estate planning, asset protection, financial planning, investments, and income tax planning…but in a fun way. Make It Last with Victor Medina, helping to keep your legal ducks in a row and your financial nest egg secure.

Welcome to Make It Last with Victor Medina. This is episode number one, which originally aired on April 15, 2017.

This episode introduces your host Victor Medina and the show. It also covers how much inflation has affected what the tooth fairy leaves children. And, finally, some last minute tax-tips for filing your taxes this year.

Show Notes:

Free Book Offer ($5 S&H): http://www.makeitlastradio.com/freebook

About Victor Medina:http://www.jerseyestateplanning.com/about-us/about-the-team/

The Original Toothfairy Poll: http://www.theoriginaltoothfairypoll.com/fairy-tales/

Why is Tax Day April 18, 2017?: https://www.thebalance.com/why-is-april-17-tax-day-3306324

Would you like to read the transcript instead? Here it is…

Announcer: Welcome to Make It Last.  Helping you keep your legal ducks in a row and your nest egg secure with your host, Victor Medina, an estate planning and elder law attorney and certified financial planner.

Victor J. Medina:     So welcome to the Make It Last radio show with Victor Medina.  I am your host.  This is the first show that we’re launching, so I’ve got to tell you I’m excited about it.  I’m also a little bit nervous because I’ve been wanting to do a radio show for a little while.  I have so much information that I want to share, and the biggest thing about it is that I can’t meet with everybody at the same time.  So we’ve been doing presentations across the state, we’ve been doing things where we put out videos, but this is the first opportunity we’re going to be able to give people this information that they can listen to in a radio show and be able to download and go back to past episodes.  It’s really going to be fantastic.  So before we get started with that, though, I do want to talk a little bit about  myself, give you an introduction to who I am and why we’re doing the radio show, a little bit about the experience that I’ve got.  And then from there, we’ll launch into the topics for today.

So as I said, my name is Victor Medina.  I run an estate planning firm, and that firm is located in Pennington, New Jersey.  It is the Medina Law Group.  Now, I’ve been running that firm for over 10 years, and I’ve been in practice for over 15 years.  And in all of that time, my focus is just on estate planning and elder law asset protection.

So most people know what estate planning is.  Estate planning is, basically, what you do to get your legal ducks in a row so that if something happens to you, if you become incapacitated, if you die unexpectedly or when you die, you have everything set up to make an easy transition from one generation to the next or the easy way to manage your assets if you become incapacitated.

The other part, though, about the elder law asset protection; that’s a little bit different.  Most people don’t have any experience with a lawyer doing that because most lawyers don’t do it.  And for most folks, this is their first time.  It’ll be their only time going through a long-term care crisis.  So when we talk about elder law asset protection, what we do is we help make sure that people don’t die broke in a nursing home.  We want to make sure that they don’t run out of money and options before they run out of breath.  And one of the most devastating things that can happen is that people become unprepared for long-term care costs and what would happen if something happened to them unexpectedly.

So we’ve been able to focus a lot of our practice in that area.

Looking forward to the show debut on April 15th? Here’s a recording a brief interview between Bert Baron on WCTC’s morning show and show host Victor Medina discussing the new show.

Show Links:

WCTC 1450 AM – www.wctcam.com

Medina Law Group – www.medinalawgroup.com

Make It Last: How to Get, and Keep, Your Legal Ducks in a Row – Amazon Link

Here is where it all starts. The Make It Last program debuts on April 15, 2017 on WCTC 1450 AM, the Voice of Central Jersey. Hosted by Victor Medina, an estate planning and elder law attorney, and Certified Financial Planner™ – the program will cover estate planning, elder law, retirement planning, investing, and taxes…but in a fun way. Listen to the 30 second promo for the first show. (But really, this is a trial file to make sure that the website, RSS feed, and iTunes feed works as expected.)