In the first segment of the show Victor shares two things you should keep in mind: Medicare open enrollment is currently going on until December & the recent volatility of the stock markets is normal….

In the first half of episode 78 Victor explains the concept of an E.P.I.C. retirement and how the meaning of retirement has changed over the years. In the second half of the episode Victor interviews…

This week on Make It Last Radio, Victor had the opportunity to interview Andy Fritz and Kelly Astbury of Homestead at Hamilton, an independent and assisted living community. Tune in to hear about Homestead’s “successful…

Your legacy goes far beyond the finances and personal items you will leave behind. The real legacy your family will remember you by are the collection of stories, photos, and videos you have gathered over…

This week on Make It Last, Victor gives details on why a portfolio is not a plan, a newly proposed NJ fiduciary rule, as well as a glimpse as to why NJ has been ranked…

Medicare open enrollment is swiftly approaching. Now is the time to gather as much information as possible and begin your planning. Tune in this week to get some great information from Carol Baker, Principal of…

IRAs are very different from most other assets and require very specific planning. IRA’s tend to be where most people’s money is – so tune in this week to get a clearer picture of just…

In the first half of this episode Victor shares the news regarding Wells Fargo’s wealth management services. The advisors working at Wells Fargo were technically fiduciaries but they were pressured by their corporate bosses to…

Episode 50 is a milestone because it’s also the 1-year anniversary of the show. In this episode, Victor goes behind the scenes to share some of his origin story. It’s like Spiderman’s story, except without…