Past Episodes

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

Retirement Tax Planning: Keep More, Pay Less

September 27, 2025

Taxes don’t stop in retirement, but with the right strategies, you can minimize their impact and keep more of your hard-earned money. Mark Falter dives into the critical differences between tax planning and tax preparation,…

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Understanding RMDs: Avoid Mistakes and Maximize Income

September 20, 2025

Required Minimum Distributions (RMDs) are a key part of retirement planning, but they can also be a source of confusion — and costly mistakes. Mark Falter breaks down everything you need to know about RMDs,…

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The Annuity Checkup: Is It Time for An Upgrade?

September 13, 2025

As interest rates and financial landscapes change, your annuity might need an upgrade. Mark Falter explains the different types of annuities, how they work and why the current interest rate environment could mean it’s time…

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Making Your Money Last Longer Than You Do

September 6, 2025

Outliving your savings is the No. 1 fear for retirees, but it doesn’t have to be your reality. In this episode, host Mark Falter breaks down the strategies to help your money last as long…

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