Past Episodes
Estate Planning Made Simple
Are you confident your estate is in order? Dive into the essentials of estate planning, beginning with its critical role in safeguarding your legacy. From avoiding costly probate to understanding why trusts often surpass wills, host Mark Falter simplifies the crucial components of an effective estate plan. Learn how to clearly designate assets, help protect your loved ones from financial uncertainty and make informed decisions about your future.
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The Life Cycle of Money
Are you fully prepared for every stage of your financial life? Host Mark Falter breaks down the “Life Cycle of Money,” guiding you through key stages of managing your wealth. From building savings in your early years to transitioning into income-focused investments as retirement nears, Mark shares actionable strategies to maximize your wealth. Discover how to establish good financial habits, balance growth and income effectively and avoid common pitfalls. Don’t miss these vital insights!
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Income Strategies for a More Secure Retirement
Are you unknowingly putting your retirement nest egg at risk? Host Mark Falter unpacks the essentials of income strategies to help shore up your financial stability. Learn how to balance growth and income effectively while avoiding common pitfalls that can deplete your savings faster than you think. You’ll also discover a simple formula for optimizing your income — and why selling shares for cash flow can be a risky move. Don’t miss this actionable episode!
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Estate Planning Essentials: Avoid Probate & Secure Your Legacy
What happens to your wealth after you’re gone? Host Mark Falter dives deep into the critical components of estate planning, including the essentials of trusts, how to fund them properly and the role of beneficiaries in ensuring your legacy is secured for future generations. You’ll also discover the pitfalls of neglecting estate planning, from family disputes to unnecessary legal costs, and understand how to protect your wealth while minimizing taxes. Whether you’re just starting or looking to refine your estate strategy, this episode can help you create a smooth, tax-efficient transfer of assets.
Listen to this episode here: Past Episodes