Past Episodes
10 Retirement Blind Spots to Know
Are you prepared to tackle the hidden challenges of retirement? Host Mark Falter walks you through the 10 critical blind spots that can derail your retirement planning. From underestimating costs and mismanaging taxes to overlooking long-term care and marital alignment, Mark provides actionable strategies to help safeguard your finances and emotional well-being. Learn how proper planning, communication and income-focused investing can help you avoid common pitfalls and enjoy a more secure, fulfilling retirement.
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The Swiss Army Knife of Retirement Planning
Could Indexed Universal Life (IUL) insurance can be a game-changer for your retirement plan? Join host Mark Falter for a conversation on the versatility of IULs, with benefits including tax-free growth, long-term care coverage and market risk avoidance. Learn why IULs may be a powerful addition to your financial strategy, especially for those looking to secure a tax-efficient legacy and protect against legislative changes.
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Breaking Free from Market Myths in Retirement
Get ready to challenge traditional thinking on retirement investing in this episode of “The Retirement Income Hour.” Host Mark Falter breaks down the 4% cash flow rule and explains why it may no longer work in today’s fluctuating markets. Discover the significance of prioritizing income-focused strategies over growth, and learn how to reallocate your portfolio to align with your lifestyle and retirement timeline. Mark offers actionable advice on navigating market volatility, highlights the pitfalls of reverse dollar cost averaging and shares tips to help retirees safeguard their financial future.
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Navigating the Ripple Effects of Tariffs and Volatility
Picking up where last week’s conversation left off, this episode dives deeper into the challenges and opportunities created by tariffs and market volatility. Mark Falter offers strategies for retirees to adapt their portfolios, mitigate risks and help safeguard their income. From advanced tips on tax loss harvesting to the importance of income-focused investing, Mark provides tools you can use to react to evolving economic conditions.
Listen to this episode here: Past Episodes