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We help individuals and families work toward achieving their ideal retirements.

Five Fact Friday – July 29, 2022

July 29, 2022

https://youtu.be/7amxIhKVhRs  This week on Five Fact Friday, we’ll be getting a blast from 80’s past as we will be discussing Kate Bush’s 1985 Hit “Running Up That Hill.” We’ll also…

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Make It Last – Ep 186 – Healthy or Wealthy?

July 23, 2022

Listen Here! 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…

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Make It Last – Ep 185 – Empty Nesters With Empty Wallets

July 16, 2022

Listen Here! Empty nesters are not saving more for retirement after their kids have left despite their initial intentions. Is this really bad for their future? Victor weighs in as…

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Five Fact Friday – July 15, 2022

July 15, 2022

https://youtu.be/3BdGNWD8KqM This week we take a look at dying without a will as the late Chadwick Boseman did, sleep divorces, & some changes to Social Security. This week’s links: What…

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Make It Last – Ep 184 – Pinching the Pension Plan

July 9, 2022

Listen Here! This week on Make It Last, Victor & Mark discuss building the financial house that will get you through retirement.  They’ll also be discussing employer provided assistance and…

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Make It Last – Ep 183 – Filling in the Gaps

July 2, 2022

Listen Here! This week on Make It Last, Victor and Mark will be discussing why the younger Baby Boomers might outlive their retirement savings, and what today’s retirees need to do…

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Five Fact Friday – July 1, 2022

July 1, 2022

This week on Five Fact Friday, we’ll be discussing Apple and their newest iOS software! They’re releasing a ton of new features, including being able to track your medication! We’ll…

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Make It Last – Ep 182 – Finding Your Purpose

June 25, 2022

Listen here! 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,…

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Make It Last – Ep 181 – Living With A Bear

June 18, 2022

Listen Here! 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.…

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

June 11, 2022

Listen Here! 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…

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Make It Last – Ep 179 – Stuck in the Middle

June 4, 2022

Listen Here! In this episode of Make It Last, Victor & Mark discuss building the financial house that will get you through retirement and all the materials you need to…

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

May 28, 2022

Listen Here! 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…

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