Make It Last

Month: October 2019

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  • Annuities
  • Elder Law

Make It Last – Ep 121 – Empowering Women In Retirement, New Laws on Electronic Wills, Surrender Charges in Annuities, & (Almost) Goodbye

  • October 30, 2019

This week, Victor breaks the news that he will be ending the radio show. But before everyone gets too tearful, this is not a hard goodbye. Make sure to subscribe to the show on Spotify,…

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  • Annuities
  • Funeral

Make It Last – Ep 120 – Annuity Application Walk-Through & Funeral Representatives

  • October 16, 2019

This week, Victor begins the show discussing funeral representatives and how laws have changed how it works today. Then, Victor switches gears and walks through an annuity application: how was it put together and what…

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  • Elder Law
  • Estate Planning
  • Financial
  • Investing
  • Retirement Planning
  • Working with a Fiduciary

Make It Last – Ep 119 – Legal Risks of Living Together Unmarried After 50, Self Directed Investments, & Pension Buy-Outs

  • October 9, 2019

A potpourri of topics this week. In this episode, Victor explains the legal risks of living together, unmarried, after age 50. Estate planning laws favor couples who are married so what does that mean for…

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Recent Posts

  • Ep 214: Why the Customer Isn’t Always Right in Financial Planning
  • Ep 213: What’s the Difference?
  • Ep 212: This One’s On The House… Factoring Your House Into Your Financial Plan
  • Ep 211: Repurposing Your Old Financial Accounts
  • Ep 210: Fear, Anger, and Blissful Ignorance: Coping with Market Turbulence

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