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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The Long-Term Care Plan Your Parents Didn’t Have
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
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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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Tax Reviews Make Your April Less Taxing
Taxes are one of the most common retirement concerns, but many people still treat them as a once-a-year filing task instead of an ongoing planning issue. In this episode, Mark
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Broker Dealers Are Extinct. They Just Don’t Have Enough Sense to Die.
What if some of the biggest drags on a retirement portfolio are not obvious market losses, but outdated structures, hidden costs and advice that was built for a different era?
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Protect Your Wealth, Protect Your Family: Estate Planning
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
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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 Swiss Army Knife of Retirement Tax Planning
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
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