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[...]

Make It Last – Ep 192 – Are You Smarter Than a Financial Advisor?

Listen Here! Most Americans are getting a failing grade in financial literacy, especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand! They’ll also be talking about the psychology of money and why it’s important to utilize your “street smarts” to get the most out of[...]

Make It Last – Ep 191 – The Upside of a Downturn

Listen Here! This week on Make It Last, Victor & Mark will be talking about two major opportunities that can happen for retirement planning during a market downturn. Victor will also give you his top tips for starting a conversation with loved ones around estate and legacy planning. Finally, they’ll wrap the show up with[...]

Five Fact Friday – August 26, 2022

https://youtu.be/FDbwhpJ_s24 Do you know what a durable power of attorney agreement is? Well you should! Watch to learn more about protecting nest egg from exploitation. Make the most of your empty home by turning it into the space you've always dreamed about. If you’re ready to reclaim your space, read to learn more! Five Fact[...]

Make It Last – Ep 190 – Stretch Your IRA

Listen Here! In this episode, Victor & Mark discuss building the financial house that will get you through retirement and all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. Today, most retirees aren’t receiving employer provided assistance for their retirement. Listen to this episode to learn more about[...]

Make It Last – Ep 189 – We Need to Talk…

This week on Make It Last, get Victor’s take on the Fed’s most recent interest rate hike. Victor will also give you his top tips for starting a conversation with loved ones around estate and legacy planning. Finally, the show wraps up with “the mailbag” question segment. Are You Paying Too Much In Taxes In[...]

Make It Last – Ep 188 – The Secret to Financial Success

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 one of the greatest secrets you could learn to achieve financial success. Finally, the show will wrap up with a game[...]

Make It Last – Ep 187 – Finance & Street Smarts

Listen Here! This week on Make It Last, Victor and Mark will be talking about baby-boomers and how the current market fluctuations are affecting them.  They’ll also be talking about the psychology of money and why it’s important to utilize your “street smarts” to get the most out of your investment journey. They’ll wrap things[...]

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