Past Episodes
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Navigating the Long-Term Care Challenge
What does planning for long-term care really involve? Host Mark Falter examines the realities, costs and myths of long-term care and why it’s a topic that can’t be ignored. This episode covers the potential impact on retirement savings, the types of care available and how to prepare for the unexpected. Learn what pitfalls many families face, as well as practical approaches to building a solid plan for future care needs. Get the facts you need to start the conversation about long-term care.
Protect Your Wealth, Protect Your Family: Estate Planning
No one wants the government, the courts, or chaos determining what happens to their life’s works when they’re gone. Mark Falter explains why a solid estate plan is crucial to avoid government intervention and potential family disputes. This episode covers key strategies for avoiding unnecessary legal costs like probate, minimizing estate taxes with trusts and preserving assets from Medicaid spend-down. You will also learn about the importance of clear beneficiary listings and the critical differences between wills and trusts. Don’t wait to outline your estate planning wishes until it’s too late — your loved ones will thank you later!
Managing in the Middle: Investing for Retirement Income
Does your financial advisor manage assets in the extremes? If so, they may be missing the mark. Explore why the industry often gravitates toward super conservative or aggressive strategies, leaving a critical gap in the middle. Host Mark Falter argues that focusing on income-generating options is often the missing piece for a more consistent retirement income strategy. Discover the types of investments that thrive in this overlooked space — and why many advisors hesitate to use them.