Past Episodes

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Life Insurance Upgrades: Maximizing Benefits for Retirement

December 20, 2025

Is your life insurance policy keeping up with your financial needs? Mark Falter explores how upgrading your life insurance can unlock benefits like tax-free income, long-term care coverage and market appreciation with minimal downside risk….

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The 4% Cash Flow Rule Debunked

December 13, 2025

Is the 4% cash flow rule still a reliable strategy for retirees? Host Mark Falter explains why it may no longer provide sustainable income in today’s volatile market. Joined by financial analyst Phon Vilayoune, Mark…

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Preparing for a Potential Market Correction in 2026

December 6, 2025

Could 2026 bring a significant market correction? Financial analyst Phon Vilayoune joins the show to explore the factors that could lead to a downturn, including debt accumulation tied to AI and cryptocurrency. We discuss how…

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Top 10 Year-End Tax Saving Tips for 2025

November 29, 2025

As the year ends, it’s the perfect time to take advantage of strategies that can reduce your tax burden both now and in the future. Host Mark Falter shares his top 10 year-end tax savings…

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