Estate Planning Revisited
If something happened to you tomorrow, would your plan protect your family or leave them sorting through problems? Explore how estate planning can help loved ones avoid not just taxes
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Don’t Let Taxes Retire You
How much of your retirement will you actually get to keep? Mark Falter explores how taxes can take a larger share of retirement income and inherited wealth than many families
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5 Areas to Simplify the Retirement Planning Process
Financial planning often becomes harder than it needs to be when every decision is handled in a different place, by a different person. In this episode, Mark Falter breaks the
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Episode Title: Avoiding the Retirement Tax Trap
How much control do you really have over the taxes you’ll pay in retirement? This episode focuses on the retirement tax trap: the risk of building substantial savings in tax-deferred
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How to Escape the Retirement Danger Zone
What changes when retirement gets close enough that time is no longer your safety net? In this episode, Mark Falter explains why the years immediately before and after retirement can
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The Retirement Danger Zone: What You Must Know
What if the most financially dangerous years of retirement are the ones right around the starting line? Mark Falter explores the “Retirement Danger Zone,” the critical three to five years
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Bridging the Gap in Long-Term Care Planning
Have you ever worried that a single health crisis could deplete the retirement savings you spent decades building? Host Mark Falter introduces a unique solution called Bridge by EquiTrust and
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The Sweet Spot: Managing Your Assets in the Middle
Between risky growth and stagnant safety is a vital middle ground where your investment strategy can thrive. Listen for host Mark Falter’s take on why focusing on the “middle” is
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Indexed Universal Life Insurance: The Swiss Army Knife of Financial Planning
What if one financial product could address multiple retirement needs? Host Mark Falter explores the versatility of Indexed Universal Life (IUL) insurance, often called the “Swiss army knife” of financial
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Is Reallocation Right for You? Navigating Market Trends and Income Strategies
In light of a potential AI-driven market bubble, is it time to rethink your portfolio strategy? Mark Falter explores reallocation strategies, using the Gartner Hype Cycle to analyze market trends
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