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Month: November 2021

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  • Annuities
  • Retirement Planning

Make It Last – Ep 154 – The Insurance World

  • November 20, 2021

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,…

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  • Estate Planning
  • Financial
  • Retirement Planning
  • Social Security

Make It Last Radio – Ep 153 – Inflation: The Archenemy of Retirement Planning

  • November 13, 2021

This week on Make It Last Mark and Victor will be talking about what the client experience is like at MLG, and why estate plans aren’t just for the wealthy. Why you might have less…

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  • Financial
  • Financial Literacy
  • Investing
  • Medicare
  • Retirement Planning
  • Tax Planning
  • Working with a Fiduciary

Make It Last – Ep 152 – Cozy with Healthcare

  • November 6, 2021

This week on Make It Last Victor explains the importance of utilizing your financial advisor (in hand with your Accountant) to proactively do your tax planning. Let’s get familiar with healthcare. Most people are unfamiliar with…

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Recent Posts

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