Past Episodes
Some appearances are sponsored content or the result of paid advertising.
Estate Planning 101: Avoiding Probate and Securing Your Legacy
This episode of “The Retirement Income Hour” dives into the essentials of estate planning with host Mark Falter. Learn the key reasons to establish a proper estate plan, including avoiding probate, minimizing taxes, and reducing family tensions. Mark explains the differences between wills and trusts, Medicaid spend-down strategies, and the importance of funding your trust to ensure a seamless asset transfer. With practical tips and insights, this discussion is designed to help you protect your assets and provide clarity for your loved ones.
Listen to this episode here: Past Episodes
What to Know About Land Investments
On this insightful episode of “The Retirement Income Hour,” Mark Falter is joined by land investment expert Don Higgins to discuss the growing potential of land as a source of income and appreciation. They explore the financial benefits of farmland, leasing hunting rights and tax strategies for selling appreciated assets. Don also shares practical advice for enhancing the value of land for hunting and recreation. Tune in to learn how to optimize your investments in land for better financial outcomes while maintaining sustainability.
Listen to this episode here: Past Episodes
Navigating Tax and Market Risk in a Changing Landscape
On this episode of “The Retirement Income Hour,” Mark Falter discusses essential strategies for managing retirement amidst evolving tax codes and market shifts. From the upcoming 2026 sunset of the 2017 Tax Cuts and Jobs Act to the impact of market risks and tariffs, Mark provides actionable guidance to help retirees safeguard their portfolios. Learn about six key risks to retirement and how innovative tools like IULs can mitigate these challenges. This episode aims to equip listeners with strategies to transition to a secure, income-focused retirement.
Listen to this episode here: Past Episodes
Strategic Income Solutions and Tax Planning Essentials
This episode of “The Retirement Income Hour” with Mark Falter dives into strategic approaches for creating consistent income in retirement and effective year-end tax planning. Mark explores structured notes as a tool for reliable income, breaking down how they work, their risks and their benefits. The discussion also covers the looming changes in tax laws, including the 2017 Tax Cuts and Jobs Act sunset, and actionable steps retirees can take to mitigate tax risks. Gain insights into managing six crucial risks in retirement and discover ways to help safeguard your financial future with balanced strategies.
Listen to this episode here: Past Episodes