Category: Finances

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[...]

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 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 179 – Stuck in the Middle

Listen Here! In this episode of Make It Last, 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. They’ll also be talking about how “The Great Resignation” has affected the United States[...]

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,[...]

Make It Last – Ep 160 – Insurance 101

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, they will go on to discuss the insurance world, and how it can benefit retirees. Finally, they'll talk about why it's important to[...]

Make It Last – Ep 155 – Rockin’ Around the (Money) Tree

Listen Here! This week on Make It Last, Mark and Victor will be discussing two crucial pieces of advice you need to know for holiday shopping, as well as the challenges the economy is facing and how they will affect you this holiday season. They'll also be discussing the psychology of money, both as a[...]

Make It Last – Ep 152 – Cozy with Healthcare

Listen Here! This week on Make It Last Victor explains the importance of utilizing your financial advisor (in hand with your Accountant) to proactively do your tax planning. Let's get familiar with healthcare. Most people are unfamiliar with the ins and outs of healthcare in retirement. Not to worry! Victor will give you the full breakdown[...]

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