Past Episodes

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Is Your Annuity Due for an Upgrade?

July 5, 2025

Have you outgrown your annuity? Host Mark Falter explores the four main types of annuities, highlighting their pros, cons and how shifting interest rates can affect your returns. Discover why regularly evaluating your annuity matters…

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Everything to Know About RMDs in Retirement

June 28, 2025

Required Minimum Distributions (RMDs) can make or break your retirement strategy. Do you know how to navigate them? In this episode, host Mark Falter reveals the crucial rules behind RMDs, unpacking when and how they…

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Tax-Saving Strategies for Retirees

June 21, 2025

Want to keep more of your hard-earned money in retirement? Mark Falter shares strategies to minimize your tax burden and help secure your financial future. From the benefits of Roth conversions to leveraging indexed universal…

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Estate Planning Made Simple

June 14, 2025

Are you confident your estate is in order? Dive into the essentials of estate planning, beginning with its critical role in safeguarding your legacy. From avoiding costly probate to understanding why trusts often surpass wills,…

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