Past Episodes

Some appearances are sponsored content or the result of paid advertising.

5 Areas to Simplify the Retirement Planning Process

August 29, 2026

Financial planning often becomes harder than it needs to be when every decision is handled in a different place, by a different person. In this episode, Mark Falter breaks the process down into five core…

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Episode Title: Avoiding the Retirement Tax Trap

August 22, 2026

How much control do you really have over the taxes you’ll pay in retirement? This episode focuses on the retirement tax trap: the risk of building substantial savings in tax-deferred accounts without a clear plan…

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How to Escape the Retirement Danger Zone

August 15, 2026

What changes when retirement gets close enough that time is no longer your safety net? In this episode, Mark Falter explains why the years immediately before and after retirement can become the most financially vulnerable…

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The Swiss Army Knife of Retirement Tax Planning

August 8, 2026

What if one financial tool could sit at the intersection of tax planning, legacy planning and long-term care strategy? In this episode, Mark Falter is joined by Becky Swansburg for a conversation about why many…

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