Past Episodes

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

Indexed Universal Life: The Swiss Army Knife of Retirement Planning

November 22, 2025

Like a Swiss Army Knife, Indexed Universal Life (IUL) insurance is a simple-yet-versatile tool that can address multiple needs. Listen to discover how an IUL offers tax-free growth, a tax-free death benefit and even long-term…

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Is There a Bubble? Navigating Market Risks and Retirement Income

November 15, 2025

Are we on the verge of another market bubble, similar to the 1990s dot-com era? Explore the signs of potential overhype in today’s market and what it means for both younger investors and those nearing…

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Managing in the Middle: The Key to Retirement Income

November 8, 2025

Many financial advisors focus on the extremes — either ultra-conservative or highly aggressive investments — but what about the middle? Host Mark Falter unpacks the often-overlooked world of income-generating investments that sit between these extremes….

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Top 10 Year-End Tax Savings Tips

November 1, 2025

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

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