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

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 subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice?

Ep 213: What’s the Difference?

In this episode of Retirease Radio, we’re going to play a little game of ‘What’s the Difference’ and highlight some of the terms that a lot of people get confused about. Maybe they don’t understand the difference between the two or maybe they don’t realize that there’s a difference at all.

Make It Last – Ep 204 – What Tools Do You Need?

Listen Here! Most Americans are getting failing grades in retirement financial literacy. Victor and Mark share the top topics people are struggling with so you can understand! They’ll also discuss all of the tools you need that will get you through retirement. These tools will help you live the retirement of your dreams! Finally, they’ll […]

Make It Last – Ep 193 – The Art of Decluttering

Listen here! This week on Make It Last, we’ll be talking about growth & safety.  The first half of 2022 led us into uncharted territory as inflation skyrocketed. Victor shares his thoughts on how he thinks the rest of the year will play out. Do you know how to down size? Victor & Mark will […]

Make It Last – Ep 188 – The Secret to Financial Success

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. They’ll also be talking about one of the greatest secrets you could learn to achieve financial success. Finally, the show will wrap up with a game […]

Make It Last – Ep 181 – Living With A Bear

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. Including, but not limited too, market risk, inflation risk, and tax risk. How do these affect your retirement? Victor will wrap the show up with […]