Victor Medina
Retirease Radio with Victor Medina CFP®, RICP®, CELA®Episodes
Episodes of Retirease Radio
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Retirement is often seen as a time to relax and finally enjoy the fruits of decades of hard work. But for many retirees, the idea of completely stepping away from work is not appealing. Instead, they are finding ways to stay busy, contribute to
May is ‘Better Sleep’ month and it’s no secret how important good sleep is to health, longevity and overall happiness. That’s especially true for retirees because as we get older, our sleep gets worse and worse. In this episode, we're discussin
In the bustling world of parenting, where the to-do list seems never-ending, there’s a new beacon of hope — grandparents. Being a grandparent can have a significant impact on the success and health of one's retirement, and today we’re going to
April isn't just about welcoming warmer weather; it's also Financial Literacy Month, a time to focus on our fiscal health and future. This episode will do just that, and it's an essential listen for anyone looking to secure their golden years w
Do you have goals for your retirement? Do you even know how you would set them? Many people look at retirement as the finish line, but goal setting is a key piece of unlocking your true potential once you’ve stopped working. In this video, we’r
In order to be able to truly enjoy retirement, health has to be a priority and Retirease focuses on the steps you need to take to maximize your golden years. In this episode, we are going to explore the essential non-financial elements that con
We want everyone we work with to be able to say that the last third of their life was the best, which is always the goal for Retirease. There’s no reason your goals, ambitions, and sense of adventure have to slow down once you’ve retired, and t
A fulfilling retirement goes well beyond the dollars and cents, and today we’re going to share our vision for what it takes to help you live your best life in retirement. The goal for Retirease Radio is to coach you through a holistic approach
Life happens. It’s such a simple but complicated statement because no one know what life will throw at us. The good and bad often comes at the most unexpected times and that makes planning very difficult. The good news is a comprehensive retire
As we begin another year with a fresh slate and a chance to improve ourselves, let’s talk about some resolutions that we could put in place to take positive financial steps forward in 2024. Hopefully this is something that you’ll revisit well b
Retirement is more than just a numbers game; it's an intricate dance of elements that blend to create a fulfilling post-career life. In this episode, we’ll open up the mailbag and unpack the components that make up a robust retirement strategy,
Join us today as we address some of the critical pillars of a successful retirement: investing, income, taxes, and estate planning. We’ll do this by tackling a few great questions from our listeners, offering clarity and strategic insights for
It’s time to open up the mailbag on the show and answer a few financial questions that we’ve gotten recently. Listen as Victor addresses situations dealing with helping your adult children financially, making Roth conversions, and determining h
You can find financial lessons everywhere in life and today we’re going to relate planning to the weather, something we all pay attention to every day. From tornadoes to black ice, we’ll share the appropriate analogies for each type of forecast
How financially fit are you for retirement? Get ready to find out with a self-assessment on must-know topics like assets, spending, risk tolerance, fees, and income streams. We have five questions that every retiree needs to be able to answer a
If you were the general manager of a financial team, which products or investments would you prioritize to give you the best chance of success? That’s what we want to discuss today so we’ll have a little fun with this conversation by making Vic
Today we are going to play a little game we’ll call, ‘Investment or Not?’ People will try to justify a purchase by calling it an investment, but just because you spend a little extra money on something doesn’t make it an investment. On today's
Not every financial advisor is created equal so picking the right one to work with can benefit you for years to come. But no one intentionally chooses someone that isn’t a good fit so what should you be looking for in a financial advisor? In th
Knowing what you know now, you’d probably go back and change some of your past decisions. Since that’s not possible, the next best thing is learning from other people’s mistakes. We all have things we wish we’d done differently, and today we’re
Would you like to avoid the financial missteps that can derail a retirement? Knowing where people often make the wrong decision or fail to take the proper action can help you keep from making the same mistakes and ruining your retirement. In to
More and more people are living a longer time, which is a great thing. But it can also pose a significant risk to your retirement if you haven’t planned properly. If we knew exactly how long you were going to live, determining how much you need
No one wants to make mistakes, but we’re all human. It’s going to happen to all of us, and we see pre-retirees make many of the same mistakes with their finances. Our role as financial advisors is to not pass judgment and make you feel bad abou
We want to talk today about client reviews and how we approach them depending on the type of client we’re working with. Periodic reviews with certain clients can look very different from reviews with others, and we enjoy the variety of conversa
New Jersey’s own Bruce Springsteen is one of the most successful musicians of all time and he’s been entertaining people around the world for decades. His fans can recite many of the lyrics in his songs word-for-word, and it’s easy to find insp
For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds much more enjoyable. So let’s find the similarities in building a strong financial plan and a dream home. In this
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