Past Episodes
Some appearances are sponsored content or the result of paid advertising.
Long-Term Care: Preserving Your Health, Dignity and Portfolio
If you needed help getting dressed tomorrow, who pays for that care? This episode addresses the realities of long-term care and end-of-life planning, from maintaining your dignity, keeping control and managing your wealth. You will learn the costs of assistance and strategies to preserve your health (and portfolio) and the differences between traditional and asset-based long-term care. Don’t let unexpected health care expenses derail your financial strategy.
The State of the Market: Money Under Pressure
Are you feeling the financial squeeze from today’s unpredictable market swings? Host Mark Falter examines the current state of the market to explain the causes behind recent losses. This episode unpacks why your money is under pressure by looking at AI fatigue, interest rates and geopolitical instability. Learn how adjusting your approach with dollar-cost averaging or shifting to an income-based portfolio can guide your next steps. Whether you are a young investor or nearing retirement, you’ll discover actionable strategies to preserve more of your nest egg.
5 Ways Taxes Could Wreck Your Retirement
Could unexpected taxes unravel your long-term financial strategy? Host Mark Falter explores five ways taxes can negatively impact your retirement and how to avoid these common pitfalls. From understanding hidden taxes and exploring tax-free options to preserving your wealth for your children, this episode outlines clear strategies to help minimize your liability. You’ll learn about the mechanics of Roth conversions and indexed universal life insurance to help keep your savings intact. Don’t let taxes take a larger bite than necessary!