Five Fact Friday – April 8, 2022 This week on Five Fact Friday, we'll be deep diving into all of the great moments you missed at the Grammy's, including a bonus link about Jon Batiste! Uh oh! The House of Representatives passed the SECURE Act 2.0... which could have a negative impact on your taxes in retirement. We'll also talk about a[...]

Make It Last – Ep 170 – Why Is The Bag Half-Empty?

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. Why are bags of potato chips half-empty these days? Inflation might be behind it. Victor gives tips on how[...]

Make It Last – Ep 169 – The Marginal Gains Theory

Listen Here! 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 be discussing the Tour de France! How the Marginal Gains Theory helped France win, and if you can use the same theory to plan a[...]

Five Fact Friday – March 25, 2022 Recently, our very own Associate Attorney, Darsh Patel, took a volunteerism trip to the Poland-Ukraine border to provide aid to refugees in the geopolitical crisis. Watch to see footage from his travels!  Are you enjoying the sunshine post turning your clocks forward? Well, you might be able to enjoy that PERMANENTLY. What are we[...]

Make It Last – Ep 168 – The Forgotten Generation

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! Then, Baby Boomers are often the talk of this show. But what about Generation X? Being the next generation in line for retirement, what[...]

Make It Last – Ep 167 – Protecting Tomorrow, Today.

Listen Here! This week on Make It Last Victor and Mark discuss the current fiscal climate and how headlines can mislead people and cause sensationalism. Do you need life insurance for your retirement? Most of us think of life insurance as insurance to cover your family in the event something happens to you. However, as[...]

Make It Last – Ep 166 – Expect the Unexpected

Listen Here! This week on Make It Last Victor will be discussing what the client experience is like and the role of our Director of Business & Client Strategy. He'll also be talking about Social Security and how most Americans don't understand it. Victor will also discuss why it's important to prepare for the worst,[...]

Make It Last – Ep 165 – Big Things Have Small Beginnings

Listen Here! This week on Make It Last Victor and Mark kick-off the show discussing seniors, retirees, and the challenges they face with inflation. How can you retire from a non-corporate job without a 401k? Preparing and saving for retirement is a challenge for everyone, but small business owners face some unique challenges… Listen to[...]

Make It Last – Ep 164 – There’s A Tool For Every Job

Listen Here! On this episode of Make It Last, Victor & Mark discuss building a financial house and the tools you need that will get you through retirement. This episode will help you make sure your retirement plan can withstand the test of time. Inflation who? They'll wrap the show up with a game of[...]

Make It Last – Ep 163 – The 4 Keys to a Comfortable Retirement

Listen Here! This week on Make It Last Victor & Mark kick off the show by discussing interest rates and market volatility. A new study published by the Employee Benefit Research Institute found that retirees who felt comfortable have done the same 4 things. What are they? Listen to learn more! Also available on Spotify, Apple Podcasts,[...]

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