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  • Life Insurance

Make It Last – Ep 167 – Protecting Tomorrow, Today.

  • March 12, 2022

This week on Make It Last Victor and Mark discuss the current fiscal climate and how headlines can mislead people and cause sensationalism. Do you need life insurance for your retirement? Most of us think…

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  • Estate Planning
  • Social Security

Make It Last – Ep 166 – Expect the Unexpected

  • March 5, 2022

This week on Make It Last Victor will be discussing what the client experience is like and the role of our Director of Business & Client Strategy. He’ll also be talking about Social Security and…

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  • Retirement Planning

Make It Last – Ep 165 – Big Things Have Small Beginnings

  • February 26, 2022

This week on Make It Last Victor and Mark kick-off the show discussing seniors, retirees, and the challenges they face with inflation. How can you retire from a non-corporate job without a 401k? Preparing and…

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  • Financial
  • Financial Literacy
  • Retirement Planning

Make It Last – Ep 164 – There’s A Tool For Every Job

  • February 19, 2022

On this episode of Make It Last, Victor & Mark discuss building a financial house and the tools you need that will get you through retirement. This episode will help you make sure your retirement…

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  • Financial Literacy
  • Retirement Planning

Make It Last – Ep 163 – The 4 Keys to a Comfortable Retirement

  • February 12, 2022

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…

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  • Retirement Planning

Make It Last – Ep 162 – Avoiding Potholes in Retirement

  • February 5, 2022

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…

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  • Retirement Planning

Make It Last – Ep 161 – Aging: Concept v.s. Reality

  • January 29, 2022

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…

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  • Financial
  • Financial Literacy
  • Retirement Planning
  • Tax Planning

Make It Last – Ep 160 – Insurance 101

  • January 22, 2022

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…

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  • Estate Planning
  • Investing
  • IRAs
  • Medicare
  • Retirement Planning
  • Tax Planning

Make It Last – Ep 159 – The Great Resignation

  • January 15, 2022

This week on Make It Last, Victor and Mark discuss why people are retiring early due to the pandemic. They’ll also be talking about the advantages and disadvantages between personal retirement funds and pension plans….

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  • Medicare
  • Retirement Planning

Make It Last – Ep 158 – New Year. New Goals.

  • January 8, 2022

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…

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