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[...]

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[...]