Category: Retirement

Make It Last – Ep 194 – Small Talk for Small Business Owners

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 small business owners and the unique challenges and concerns they face when preparing for retirement. Finally, they’ll wrap the[...]

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 185 – Empty Nesters With Empty Wallets

Listen Here! Empty nesters are not saving more for retirement after their kids have left despite their initial intentions. Is this really bad for their future? Victor weighs in as his first son is about to go off to college. Then, Mark & Victor discuss the three biggest areas of retirement planning so people have[...]

Make It Last – Ep 184 – Pinching the Pension Plan

Listen Here! This week on Make It Last, Victor & Mark discuss building the financial house that will get you through retirement.  They’ll also be discussing employer provided assistance and how to take advantage of it! To wrap things up, the pair will be taking a trip all the way back to 1990, comparing the[...]

Make It Last – Ep 183 – Filling in the Gaps

This week on Make It Last, Victor and Mark will be discussing why the younger Baby Boomers might outlive their retirement savings, and what today's retirees need to do so they don't outlive their savings! The federal government has published a sort of online "retirement toolkit" that gives you the gist on retirement savings plans, Social[...]

Make It Last – Ep 182 – Finding Your Purpose

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 talks about the importance of maintaining your mental health in retirement, and finding your purpose outside of your career. Finally, they’ll wrap things up[...]

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 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[...]

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