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

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

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

Ranked #1

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Make It Last – Ep 26 – Protecting Your Assets From Nursing & Medicaid Spend-Down

Make It Last – Ep 26 – Protecting Your Assets From Nursing & Medicaid Spend-Down

This week on Make It Last, I cover how to protect your assets against nursing home and Medicaid spend-down. Most of you ... Read more

7 Oct 2017

29mins

Ranked #2

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Make It Last – Ep 52 – Is Now The Perfect Time to Consider a Roth IRA Conversion?

Make It Last – Ep 52 – Is Now The Perfect Time to Consider a Roth IRA Conversion?

Tax 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,... Read more

21 Apr 2018

30mins

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Ranked #3

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Make It Last – Ep 2 – How To Create Wealth in Your 50s and How To Make Sure Your Financial Advisor Lines Your Pockets Instead of His Own

Make It Last – Ep 2 – How To Create Wealth in Your 50s and How To Make Sure Your Financial Advisor Lines Your Pockets Instead of His Own

On Episode 2 of Make It Last with Victor Medina, we discuss how to create wealth in your 50s, and the new Department of ... Read more

22 Apr 2017

30mins

Ranked #4

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Make It Last – Ep 1 – First Show, The Tooth Fairy, and Last-Minute Tax Tips

Make It Last – Ep 1 – First Show, The Tooth Fairy, and Last-Minute Tax Tips

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

15 Apr 2017

29mins

Most Popular Podcasts

Ranked #5

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Make It Last – Ep 6 – Passing a Retirement Quiz, Assisted Living Questions with Guest: Lisa Kelly

Make It Last – Ep 6 – Passing a Retirement Quiz, Assisted Living Questions with Guest: Lisa Kelly

Can you pass a basic retirement income quiz? Most Americans could not. Here is a link to the quiz – http://retirement.th... Read more

20 May 2017

29mins

Ranked #6

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

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

Is $1 million the magic number you need to retire? In this week’s episode, Victor challenges conventional wisdom and mak... Read more

18 Sep 2019

53mins

Ranked #7

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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

How do you retire when you have no money? Learn some tips for retirement on a shoestring budget! Then, Victor discusses ... Read more

7 Aug 2019

53mins

Ranked #8

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Make It Last – Ep 101 – Tax Tips For Retirees & 7 Deadly Sins Boomers Make In Retirement

Make It Last – Ep 101 – Tax Tips For Retirees & 7 Deadly Sins Boomers Make In Retirement

Just like everything else in retirement, income taxes need to be preplanned. The first half of the show, Victor will cov... Read more

17 Apr 2019

53mins

Ranked #9

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Make It Last – Ep 62 – New Form 1040 Coming for Income Taxes & Goal Planning In Retirement

Make It Last – Ep 62 – New Form 1040 Coming for Income Taxes & Goal Planning In Retirement

The IRS has released a draft version of a new Form 1040 for your taxes. What are the changes and how does it impact you.... Read more

7 Jul 2018

30mins

Ranked #10

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Make It Last – Ep 87 – 4 Potential Benefits of Rolling Over a 401(k) to an IRA

Make It Last – Ep 87 – 4 Potential Benefits of Rolling Over a 401(k) to an IRA

The 401(k) plan has become the leader in today’s retirement savings vehicles. Most employers have a 401(k) or company pl... Read more

9 Jan 2019

53mins

Ranked #11

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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

On Thursday, May 23rd, the House of Representatives passed a sweeping reform to the 401k laws. How will it affect you? A... Read more

29 May 2019

53mins

Ranked #12

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Make It Last – Ep 72 – 19 Ways IRAs Differ from Other Assets

Make It Last – Ep 72 – 19 Ways IRAs Differ from Other Assets

IRAs are very different from most other assets and require very specific planning. IRA’s tend to be where most people’s ... Read more

15 Sep 2018

30mins

Ranked #13

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Make It Last – Ep 71 – Interview with Lisa Kelly & Michelle Gidosh of CareOne Assisted Living

Make It Last – Ep 71 – Interview with Lisa Kelly & Michelle Gidosh of CareOne Assisted Living

This week, starting tomorrow, 9/9 until 9/15, assisted living week will be going on. Assisted living facilities will be ... Read more

8 Sep 2018

30mins

Ranked #14

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Make It Last – Ep 95 – How Much is Enough?

Make It Last – Ep 95 – How Much is Enough?

How will you know how much you need to retire? Victor encourages you to ignore the outside noises telling you there is s... Read more

6 Mar 2019

53mins

Ranked #15

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Make It Last – Ep 63 – Buzz Aldrin & Ways to Use Trusts To Protect Yourself

Make It Last – Ep 63 – Buzz Aldrin & Ways to Use Trusts To Protect Yourself

Buzz Aldrin is in the middle of a battle with his family over the alleged misuse of his money. How could a revocable liv... Read more

14 Jul 2018

29mins

Ranked #16

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Make It Last – Ep 51 – 10 Ways Your Retirement Income Is Taxed

Make It Last – Ep 51 – 10 Ways Your Retirement Income Is Taxed

When you’re in retirement, one of the biggest bites out of your spending money is income tax. What you are invested in, ... Read more

14 Apr 2018

29mins

Ranked #17

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Make It Last – Ep 23 – 3 Retirement Income Strategies

Make It Last – Ep 23 – 3 Retirement Income Strategies

As you enter retirement, your strategy for generating retirement income should be deliberate and should match your indiv... Read more

16 Sep 2017

31mins

Ranked #18

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Make It Last – Ep 58 – The VA Benefit That Can Help Pay For Long-Term Care

Make It Last – Ep 58 – The VA Benefit That Can Help Pay For Long-Term Care

There is a little-known VA benefit available to wartime vets, and their surviving spouses, that can help pay for long-te... Read more

9 Jun 2018

30mins

Ranked #19

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Make It Last – Ep 19 – Understanding NJ & PA Inheritance and Estate Taxes

Make It Last – Ep 19 – Understanding NJ & PA Inheritance and Estate Taxes

Death 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, y... Read more

19 Aug 2017

30mins

Ranked #20

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Make It Last – Ep 5 – All About Annuities

Make It Last – Ep 5 – All About Annuities

Annuities are one of the most oversold and misunderstood financial products in the marketplace. This week, on Make It La... Read more

13 May 2017

29mins

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