Category: Retirement

Ep 216: Cleaning Out Your Financial Closet

On this episode: For some people, now is the time for spring cleaning, which often means diving into a cluttered closet and getting it cleaned out and organized. When you think about your finances, that can often be very similar to that closet that you stuff anything and everything into. In this episode, let’s see[...]

Ep 215: Traditional vs Roth – What You Need to Know

On this episode: Many Americans will use the IRA to save for retirement and build a nest egg that will help fund the next chapter of life. When it comes time to contribute money, should those funds go into a traditional IRA or a Roth? It seems that most people don’t have a clear picture[...]

Ep 211: Repurposing Your Old Financial Accounts

On this episode: If you’re like most people, you probably have some financial accounts that you don’t give much attention. The statements are just collecting dust in your file cabinet but they might actually be hidden gems that could be put to much better use. On this episode of Retirease Radio, let’s talk about some[...]

Ep 210: Fear, Anger, and Blissful Ignorance: Coping with Market Turbulence

On this episode: On this episode of Retirease Radio, we’ll reflect on the extremely turbulent stock market of the past 12 months and analyze some of the common ways people cope with volatility and their different emotional responses. We'll start with the most common reactions, fear and panic, and discuss how they can influence investment[...]

Make It Last – Ep 205 – Widows & Retirement

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. In today’s world, wives typically outlive their husbands in retirement by six years. In this segment, Victor shares how women can prepare themselves for their retirement,[...]

Make It Last – Ep 204 – What Tools Do You Need?

Listen Here! Most Americans are getting failing grades in retirement financial literacy. 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 your dreams! Finally, they’ll[...]

Make It Last – Ep 202 – What’s Your Biggest Concern?

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 ensure the Big Bad Wolf doesn’t blow your house down. The number one fear amongst retirees is outliving their money. Victor shares some of the concerns his clients share with[...]

Make It Last – Ep 201 – Are We in a Recession?

Listen here! Victor and Mark kick the show off by discussing whether or not we are in a recession. Listen to hear Victor’s take on the topic. Today, IRAs, 401k’s, etc. are the new nest egg. Tune in to hear the guys dive into the IRA/401k world, & discuss how pensions have been phasing out.[...]

Make It Last – Ep 200 – Today v.s. Yesterday

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 and Mark will go on to discuss the differences between today’s retirees and their grandparent's retirement.  Have questions? They’ve got answers! Victor[...]

Make It Last – Ep 198 – The Top 5 Retirement Challenges For Women

Listen Here! Most Americans are getting a failing grade in financial literacy and are unfamiliar with terms & concepts surrounding retirement. This week, Victor and Mark share the top topics people are struggling with so you can be the top student. In today’s world, wives typically outlive their husbands in retirement by six years. In[...]

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