Past Episodes

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Tax Strategies for Retirees: Reducing Future Burdens

October 25, 2025

Taxes don’t stop in retirement, and for many retirees, the future tax burden on pre-tax accounts like 401(k)s and IRAs is a growing concern. Host Mark Falter explores actionable strategies to minimize taxes in retirement,…

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What Retirees Should Know About the Big Beautiful Bill

October 18, 2025

The Big Beautiful Bill is here, and it’s packed with changes that could reshape your retirement strategy. Host Mark Falter breaks down the key provisions of this 877-page legislation, including expanded standard deductions for seniors,…

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Framing the Threat of Long-Term Care

October 11, 2025

Long-term care is one of the most significant financial risks retirees face, yet many are unprepared. This episode explores the rising costs of long-term care, common misconceptions and the devastating impact it can have on…

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Annuities 101: Understanding the Pros, Cons and Strategies

October 4, 2025

Annuities are one of the financial world’s most misunderstood products. Host Mark Falter breaks down the four types — Single Premium Immediate Annuities (SPIAs), Variable Annuities, Fixed Indexed Annuities (FIAs) and Fixed Annuities — explaining…

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