Past Episodes

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Unlocking Tax Savings with Trump’s Big Beautiful Bill

August 2, 2025

Could Donald Trump’s tax bill transform your retirement? Host Mark Falter unpacks the key provisions of the “one big beautiful bill” and what they mean for retirees. From extending the 2017 tax cuts to delivering…

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Understanding the Life Cycle of Money

July 26, 2025

Are you mastering your money at every stage of life? Host Mark Falter breaks down the complete life cycle of money, from saving habits to transitioning into a more secure retirement. Learn how to make…

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High-Net-Worth Strategies to Preserve and Pass On Your Wealth

July 19, 2025

Navigating wealth transfer and tax planning can be challenging, especially when your assets have grown over time. Jeremy Green joins Mark Falter to cover key strategies for transferring wealth, minimizing tax burdens and preparing for…

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Framing the Threat of Long-Term Care

July 12, 2025

Are you prepared for the rising costs of long-term care? Mark Falter breaks down the financial risks and common myths surrounding long-term care. Learn why proactive planning is essential and discover strategies to help protect…

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