Past Episodes
Mark Falter returns to “The Retirement Income Hour” to discuss the importance of upgrading financial tools like annuities, CDs and money markets to take advantage of changing interest rates. Learn about the context behind these upgrades, the types of products affected, and how they can impact your retirement income. This engaging episode also details the operations of equity and fixed indexed annuities and explores their potential role in creating predictable lifetime income. Mark emphasizes key considerations like surrender charges and individual circumstances to help you make more informed decisions.
Listen to this episode here: Past Episodes
Join Mark Falter on “The Retirement Income Hour” as he unpacks the details of annuities, including how they work, their purpose and the importance of upgrading older contracts. Gain practical insights into retirement income planning and explore the parallels between financial strategy and team-building principles. Featured guests include Drue Tranquill, linebacker for the Kansas City Chiefs, and Caleb Falter, investment specialist, who share valuable lessons on creating success in both sports and finance.
Listen to this episode here: Past Episodes
Join Mark Falter on this enlightening episode of “The Retirement Income Hour,” where he breaks down the complexities of estate planning. Learn the critical differences between wills and trusts, the risks of probate and strategies to avoid unnecessary legal and tax burdens. Mark discusses how proper estate planning can protect your legacy, reduce family tensions and streamline asset distribution. Whether you’re considering a trust, need advice on funding one, or want to understand the impact of Medicaid spend-down, this episode provides actionable insights to secure your family’s future.
Listen to this episode here: Past Episodes
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