Make It Last – Ep 200 – Today v.s. Yesterday

Listen Here! This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor and Mark will go on to discuss the differences between today’s retirees and their grandparent's retirement.  Have questions? They’ve got answers! Victor[...]

Make It Last – Ep 199 – Do You Care About Inflation?

Listen Here! This week on Make It Last, Victor and Mark will be discussing how inflation has increased Social Security payouts. They’ll tell you everything you need to know that comes along with it — the good, the bad, and the ugly! Victor will also explain why it’s important to over-plan for an inflationary economy,[...]

Make It Last – Ep 198 – The Top 5 Retirement Challenges For Women

Listen Here! Most Americans are getting a failing grade in financial literacy and are unfamiliar with terms & concepts surrounding retirement. This week, Victor and Mark share the top topics people are struggling with so you can be the top student. In today’s world, wives typically outlive their husbands in retirement by six years. In[...]

Make It Last – Ep 197 – Retirement 101

Listen Here! You already have the foundation, but what’s a house without walls and a roof? Victor gives you all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. Then, he and Mark go on to discuss the insurance world and how it can benefit retirees. Finally, they'll[...]

Five Fact Friday – October 7, 2022

https://youtu.be/gYESfdjMkik This week on Five Fact Friday we'll be cooking up some delicious comfort food with the BEST way to cook salmon! We'll also be talking about the late Pat Bowlen's estate, and how despite planning, years of family battles followed. Five Fact Friday is every other week. Subscribe so you never miss one! Reading: https://bit.ly/3BrzXL0[...]

Make It Last – Ep 196 – The Ol’ 60/40 Rule

Listen Here! What’s going on with inflation, interest rates, and the markets? Listen to this week’s episode of Make It Last to get the latest updates on todays economy.  Stocks and bonds are down at the same time for the third time in history. Victor and Mark will discuss why that is, and what it[...]

Make It Last – Ep 195 – Third Times a Charm?

Listen Here! Stocks and bonds are down at the same time for the third time in history. Victor and Mark will discuss why that is, and what it means for the U.S. economy. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life[...]

Make It Last – Ep 194 – Small Talk for Small Business Owners

Listen Here! This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. They’ll also be talking about small business owners and the unique challenges and concerns they face when preparing for retirement. Finally, they’ll wrap the[...]

Make It Last – Ep 193 – The Art of Decluttering

Listen here! This week on Make It Last, we’ll be talking about growth & safety.  The first half of 2022 led us into uncharted territory as inflation skyrocketed. Victor shares his thoughts on how he thinks the rest of the year will play out. Do you know how to down size? Victor & Mark will[...]

Five Fact Friday – September 9, 2022

https://youtu.be/RxzDzbn9dFE This week on Five Fact Friday, we'll be heading back to Top Gun as we watch a USA Today reporter take part in a training flight! Watch to find out if he makes it. Do you have enough life insurance to provide for your family if something were to happen to you? You'll be[...]