No one wants the government, the courts, or chaos determining what happens to their life’s works when they’re gone. Mark Falter explains why a solid estate plan is crucial to
Protect Your Wealth, Protect Your Family: Estate Planning Read More »
As the year ends, it’s time to act on strategies that can reduce your tax burden both now and in the future. Host Mark Falter shares his top 10 end-of-year
Top 10 Year-End Tax Savings Tips Read More »
Taxes don’t stop in retirement, and for many retirees, the future tax burden on pre-tax accounts like 401(k)s and IRAs is a growing concern. Host Mark Falter explores actionable strategies
Tax Strategies for Retirees: Reducing Future Burdens Read More »
The Big Beautiful Bill is here, and it’s packed with changes that could reshape your retirement strategy. Host Mark Falter breaks down the key provisions of this 877-page legislation, including
What Retirees Should Know About the Big Beautiful Bill Read More »
Long-term care is one of the most significant financial risks retirees face, yet many are unprepared. This episode explores the rising costs of long-term care, common misconceptions and the devastating
Framing the Threat of Long-Term Care Read More »
Annuities are one of the financial world’s most misunderstood products. Host Mark Falter breaks down the four types — Single Premium Immediate Annuities (SPIAs), Variable Annuities, Fixed Indexed Annuities (FIAs)
Annuities 101: Understanding the Pros, Cons and Strategies Read More »
Taxes don’t stop in retirement, but with the right strategies, you can minimize their impact and keep more of your hard-earned money. Mark Falter dives into the critical differences between
Retirement Tax Planning: Keep More, Pay Less Read More »
Required Minimum Distributions (RMDs) are a key part of retirement planning, but they can also be a source of confusion — and costly mistakes. Mark Falter breaks down everything you
Understanding RMDs: Avoid Mistakes and Maximize Income Read More »
As interest rates and financial landscapes change, your annuity might need an upgrade. Mark Falter explains the different types of annuities, how they work and why the current interest rate
The Annuity Checkup: Is It Time for An Upgrade? Read More »
Outliving your savings is the No. 1 fear for retirees, but it doesn’t have to be your reality. In this episode, host Mark Falter breaks down the strategies to help
Making Your Money Last Longer Than You Do Read More »