Past Episodes

Some appearances are sponsored content or the result of paid advertising.

The Swiss Army Knife of Retirement Tax Planning

August 8, 2026

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 a conversation about why many…

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The Top 10 Tax Savings Tips for Retirees

August 1, 2026

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 and pre-retirees should understand, from…

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The Retirement Danger Zone: What You Must Know

July 25, 2026

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 before and after retirement when…

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Beyond the RMD: How Forced Withdrawals Can Reshape Your Retirement

July 18, 2026

Are required minimum distributions (RMDs) quietly creating a larger tax problem than most retirees expect? Mark Falter breaks down how RMDs work, why they begin at age 73 and how the Uniform Lifetime Table determines…

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