Make It Last

Category: Estate Planning

  • Estate Planning
  • Financial Literacy
  • Investing
  • Retirement Planning

Ep 214: Why the Customer Isn’t Always Right in Financial Planning

  • March 23, 2023
  • Tagged as: advice, estate plan, financial plan, investing, Stock Market

On this episode: In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.”  But when it comes to financial planning, it’s probably not wise to…

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  • Estate Planning

Ep 209: Does Your Estate Plan Have an Expiration Date?

  • February 16, 2023
  • Tagged as: assets, beneficiaries, Estate planning, family, law, moving

On this episode: Very few things in life last forever. Cars break down, cell phones become out of date, food goes bad, even a good bourbon can spoil if you don’t store it properly. Sadly,…

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  • Elder Law
  • Estate Planning
  • Retirement Planning

Make It Last – Ep 203 – The New Retirement Age + How Much Money You Need

  • November 19, 2022

The retirement age has gone up by two years since just last year! Victor discusses the current economy’s impact on the average retirement age and how much money you really need to retire. Then, Mark…

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  • Estate Planning
  • Financial

Make It Last – Ep 195 – Third Times a Charm?

  • September 24, 2022

Stocks and bonds are down at the same time for the third time in history. Victor and Mark will discuss why that is, and what it means for the U.S. economy. Then, Victor goes on…

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  • Elder Law
  • Estate Planning
  • Financial Literacy
  • Medicare
  • Retirement Planning

Make It Last – Ep 186 – Healthy or Wealthy?

  • July 23, 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! Would you rather be healthy or…

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  • Estate Planning
  • Inflation
  • Retirement Planning
  • Tax Planning

Make It Last – Ep 181 – Living With A Bear

  • June 18, 2022

This week on Make It Last Victor gives you his top reasons why not to panic during a Bear Market. We’ll also be discussing the top concerns our clients have. Including, but not limited too, market risk,…

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  • Estate Planning
  • Financial
  • Financial Literacy
  • Investing
  • Retirement Planning
  • Tax Planning

Make It Last – Ep 180 – The Ultimate Retirement Tool Kit

  • June 11, 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! They’ll also discuss all of the…

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  • Estate Planning
  • Retirement Planning

Make It Last – Ep 178 – The Three Stages of Life

  • May 28, 2022

This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor goes on to discuss…

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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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  • 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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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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