Make It Last

Category: Tax Planning

  • 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,…

Leave a reply
  • 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…

Leave a reply
  • Inflation
  • Retirement Planning
  • Tax Planning

Make It Last – Ep 173 – Even Prince Needs a Plan

  • April 23, 2022

This week on Make It Last Victor and Mark will be discussing inflationary psychology and how inflation can severely impact your retirement plan. They’ll also be answering the two biggest questions pre-retirees have- when can…

Leave a reply
  • Retirement Planning
  • Tax Planning

Make It Last – Ep 172 – Retirement Can Be Taxing

  • April 16, 2022

This week on Make It Last, Victor and Mark will be discussing the not-so-great forecast for taxes, and how current tax rates might be the lowest we’ll see for the rest of our lives. They’ll…

Leave a reply
  • 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…

Leave a reply
  • 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….

Leave a reply
  • 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…

Leave a reply
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Make It Last – Ep 148 – Two By Four

  • October 9, 2021

This week on Make It Last, Victor and Mark will be discussing two major topics: What are the 4 things that all successful retirees have in common, and what are the 4 major costs of…

Leave a reply
  • 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…

Leave a reply
  • Investing
  • IRAs
  • Retirement Planning
  • Social Security
  • Tax Planning

Make It Last – Ep. 130 – Getting Clear About Your Retirement Goals and How to Reach Them

  • May 29, 2021

Mark and Victor start the show with the question, “Are your retirement goals as detailed as your summer vacation plans?” and emphasize the importance of preparing for life after work. Making the most of Social…

Leave a reply
1 2 3 »

Interested in a Topic? Search Here

Recent Posts

  • Make It Last – Ep 189 – We Need to Talk…
  • Make It Last – Ep 188 – The Secret to Financial Success
  • Make It Last – Ep 187 – Finance & Street Smarts
  • Make It Last – Ep 186 – Healthy or Wealthy?
  • Make It Last – Ep 185 – Empty Nesters With Empty Wallets

Archives

  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017

Recent Comments

  • vjmedina on Make It Last – Ep 21 – What Happens To Your IRA When You Die?
  • vjmedina on Make It Last – Ep 21 – What Happens To Your IRA When You Die?
  • Doug Knapman on Make It Last – Ep 21 – What Happens To Your IRA When You Die?
  • pat mchale on Make it Last- Ep 7 – All About IRAs

Categories

  • Annuities
  • Elder Law
  • Estate Planning
  • Financial
  • Financial Literacy
  • Funeral
  • Inflation
  • Investing
  • IRAs
  • Life Insurance
  • Long-Term Care
  • Medicare
  • Pension
  • Personal
  • Retirement Planning
  • Social Security
  • Tax Planning
  • Uncategorized
  • Working with a Fiduciary
Make It Last © 2017