Category: Estate Planning

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 &[...]

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[...]

Make It Last – Ep 180 – The Ultimate Retirement Tool Kit

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 discuss all of the tools you need that will get you through retirement. These tools will help you live the retirement of[...]

Make It Last – Ep 178 – The Three Stages of Life

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 goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life: the Go-Go[...]

Make It Last – Ep 151- Inflation + Social Security Increase

Listen Here! Recent numbers have come out putting inflation at 5% for September, and there’s a 5.9% increase to Social Security predicted for January 2022. While some are rejoicing, there is definitely a flip side to this news as well. Victor & Mark talk about what’s driving this higher inflation, how it’s related to the[...]

Make It Last – Ep 150 – The Big Bad Wolf

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, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three[...]

Make It Last – Ep 148 – Two By Four

Listen Here! This week on Make It Last, Victor and Mark will be discussing two major topics: What are the 4 things that all successful retirees have in common, and what are the 4 major costs of estate planning? Once you have these two questions answered, you'll be able to successfully strength test your retirement[...]

Make It Last – Ep 147 – The Sandwich Generation

Listen Here! Ever wonder about COVID's affect on retiree's? This week Victor and Mark discuss how the 3 million Baby Boomer's that retired in the past year have affect on the U.S. economy. What is the sandwich generation? Similar to the meat in an actual sandwich, they're stuck in the middle...in the middle of raising[...]

Make It Last – Ep 145 – Mapping Out Your Road to Retirement

Listen Here! This week on Make It Last Victor and Mark discuss different factors to consider when mapping out your road to retirement. Potholes in retirement- what are the things you can't see coming/can't avoid and how do you plan around them? Utilizing the right navigation system- how an experienced attorney acts like a personal GPS.[...]

Make It Last – Ep 144 – The Importance of Planning Ahead

Listen Here! This week on Make It Last, Victor explains the difference between an elder law attorney and a general law attorney. Then, Victor talks about all of the documentation you need in order to have a sustainable retirement plan. Find out why it's important that you establish a plan before taxes (potentially) go up[...]

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