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[...]

Five Fact Friday – July 29, 2022

https://youtu.be/7amxIhKVhRs  This week on Five Fact Friday, we'll be getting a blast from 80's past as we will be discussing Kate Bush’s 1985 Hit “Running Up That Hill.” We'll also be discussing the steps you need to take if you need to track down old retirement accounts you've forgotten about from past employers. Five Fact[...]

Make It Last – Ep 186 – Healthy or Wealthy?

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! Would you rather be healthy or wealthy? Every year more than half a million Americans file for bankruptcy due to medical bills. Victor &[...]

Five Fact Friday – July 15, 2022

https://youtu.be/3BdGNWD8KqM This week we take a look at dying without a will as the late Chadwick Boseman did, sleep divorces, & some changes to Social Security. This week's links: What I'm Reading: https://bit.ly/3nJYDqr What I'm Watching: https://wapo.st/3apCtXB What's New In Tech: https://bit.ly/3AwMlJA What's New In Legal: https://et.tv/3bWS1CG What's New In Retirement: https://bit.ly/3nMtrHe Bonus Link: https://bit.ly/3O9CA7o[...]

Make It Last – Ep 185 – Empty Nesters With Empty Wallets

Listen Here! Empty nesters are not saving more for retirement after their kids have left despite their initial intentions. Is this really bad for their future? Victor weighs in as his first son is about to go off to college. Then, Mark & Victor discuss the three biggest areas of retirement planning so people have[...]

Make It Last – Ep 184 – Pinching the Pension Plan

Listen Here! This week on Make It Last, Victor & Mark discuss building the financial house that will get you through retirement.  They’ll also be discussing employer provided assistance and how to take advantage of it! To wrap things up, the pair will be taking a trip all the way back to 1990, comparing the[...]

Make It Last – Ep 183 – Filling in the Gaps

This week on Make It Last, Victor and Mark will be discussing why the younger Baby Boomers might outlive their retirement savings, and what today's retirees need to do so they don't outlive their savings! The federal government has published a sort of online "retirement toolkit" that gives you the gist on retirement savings plans, Social[...]

Five Fact Friday – July 1, 2022

https://www.youtube.com/watch?v=9tWs1Y25HMk&t=12s This week on Five Fact Friday, we'll be discussing Apple and their newest iOS software! They're releasing a ton of new features, including being able to track your medication! We'll also be talking about the bond crash, and how it could actually wind up leaving your portfolio better off. Five Fact Friday is every[...]

Make It Last – Ep 182 – Finding Your Purpose

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 talks about the importance of maintaining your mental health in retirement, and finding your purpose outside of your career. Finally, they’ll wrap things up[...]

Make It Last – Ep 181 – Living With A Bear

Listen Here! This week on Make It Last Victor gives you his top reasons why not to panic during a Bear Market. We'll also be discussing the top concerns our clients have. Including, but not limited too, market risk, inflation risk, and tax risk. How do these affect your retirement? Victor will wrap the show up with[...]