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,[...]
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. 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[...]
Listen Here! This week on Make It Last Victor & Mark discuss inflation and if it is caused by excessive government spending. They'll also be talking about an article published by Dr. Ekerdt explaining the differences between having taught the concept of aging and living them... and how wrong he was! It's one thing to think about[...]
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[...]
Listen Here! This week on Make It Last Victor gives advice on how to set healthy retirement goals, as well as how to achieve them. He'll also give you an inside look on what the new client process is like. Finally, Mark and Victor wrap up the show with a conversation about health v.s. wealth, as well[...]
Listen Here! This week on Make It Last Victor & Mark talk about to do with your 401k when you make a job change. Victor breaks down all of the options available to you as you sprint to the end. They will also dive into what tools you need your retirement tool kit, and all of[...]
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[...]
Listen Here! This week on Make It Last, Victor breaks down the process he uses with clients to ease their worries about their income in retirement. Then, he and Mark go on to discuss the insurance world, and how it can benefit retirees. Finally, they'll wrap things up with a game of "Inflation Trivia!" Click[...]
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[...]
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[...]