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Month: June 2021

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  • Elder Law
  • Estate Planning
  • Financial
  • Investing
  • Retirement Planning
  • Tax Planning

Make It Last – Ep 133 – Building Your Financial House

  • June 26, 2021

In this episode, Victor & Mark discuss building the financial house that will get you through retirement and how to make sure your retirement plan can withstand the test of time.  Then, the pair will…

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  • Estate Planning
  • IRAs
  • Retirement Planning
  • Social Security

Make It Last – Ep 132 – Life In Retirement

  • June 19, 2021

Victor & Mark discuss the different retirement accounts common today, and just how much you need to retire. Then, as much as we think about money, retirement is so much more. The pair talk about…

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  • Elder Law
  • Estate Planning
  • Financial
  • Investing
  • Retirement Planning

Make It Last – Ep 131 – Retirement For Baby Boomers & Gen X

  • June 12, 2021

Make It Last is back with a brand new episode this week! They say 10,000 Baby Boomers are retiring every day, and their retirement looks a lot different than their parents’ did. One thing baby…

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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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