What if a long-term care plan could still create value even if care is never needed? Mark Falter is joined by Patrick Guilfoy for a conversation about asset-based long-term care
The Long-Term Care Plan Your Parents Didn’t Have Read More »
What if some of the biggest drags on a retirement portfolio are not obvious market losses, but outdated structures, hidden costs and advice that was built for a different era?
Broker Dealers Are Extinct. They Just Don’t Have Enough Sense to Die. Read More »
Estate planning is often treated like something only wealthy families need, but in reality it can shape what happens to nearly everything a person leaves behind. In this episode, Mark
Protect Your Wealth, Protect Your Family: Estate Planning Read More »
What if one financial tool could sit at the intersection of tax planning, legacy planning and long-term care strategy? In this episode, Mark Falter is joined by Becky Swansburg for
The Swiss Army Knife of Retirement Tax Planning Read More »
Sometimes the most valuable line on a retirement plan is not the return column, but the tax bracket sitting next to it. This episode lays out 10 tax-saving strategies retirees
The Top 10 Tax Savings Tips for Retirees Read More »
How much of your retirement savings could end up going to the IRS instead of your family? Listen to explore how taxes can quietly reshape retirement income and reduce what
Has the IRS Become the ‘Fifth Child’ in Your Estate Plan? Read More »
If you became incapacitated tomorrow, would your spouse have the legal authority to access your joint accounts and manage your affairs? Host Mark Falter revisits the critical world of estate
Estate Planning Revisited: Protecting the People You Love Read More »
Could 5 minutes of inaction undo a lifetime of saving? Host Mark Falter explains why estate planning matters for everyone (not just the wealthy), and how a clear plan keeps
Estate Planning: Protect Your Wealth, Protect Your Family Read More »
Does running out of money in retirement scare you more than running out of time? Host Mark Falter unpacks the five fears that keep retirees up at night: too many
The Retirement Fear Factor: Overcoming the Savings Setback Read More »
Do you want your assets to last without drawing down principal too soon? Host Mark Falter examines retirement income strategies by comparing the 4% rule with dividends and interest. This
Retirement Income: Beyond the 4% Rule Read More »