Past Episodes

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Bonds vs. Bond Funds: Choosing the Right Option for Reliable Income

August 30, 2025

What’s the difference between bonds and bond funds, and why does it matter for your retirement? Host Mark Falter explains why understanding the mechanics of bonds is essential for creating consistent income. Learn how bonds…

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The Three Blind Mice: Aligning Your Financial, Tax and Estate Plans

August 23, 2025

Are your financial advisor, tax specialist and estate planner working together? Host Mark Falter explores the critical importance of collaboration between these three key professionals to create a seamless and effective retirement strategy. In this…

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The Big Beautiful Bill: What It Means for Retirees

August 16, 2025

What does the 877-page “Big Beautiful Bill” mean for your retirement? Host Mark Falter breaks down the key provisions of this landmark legislation, focusing on how it may benefit retirees. From expanded standard deductions and…

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Managing Money in the Middle

August 9, 2025

Why do so many financial advisors manage your assets at the extremes — either ultra-conservative or hyper-aggressive? Host Mark Falter dives into the concept of “managing in the middle,” a strategy that prioritizes consistent income…

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