Past Episodes
Some appearances are sponsored content or the result of paid advertising.
Unlocking Income Potential with Structured Notes
Dive into this episode of “The Retirement Income Hour” as Mark Falter explores structured notes and their role in creating reliable income streams for retirees. Learn how structured notes combine fixed income principles with market-linked strategies for generating monthly income, all while understanding their risk buffers and benefits. Mark discusses diversification, safety considerations and alternatives for income-focused portfolios.
Listen to this episode here: Past Episodes
Keys to Generating Reliable Income in Retirement
Tune into this episode of “The Retirement Income Hour” with Mark Falter as he discusses why retirement investment strategies should shift from growth to income once you enter retirement or approach it. Mark emphasizes the importance of creating consistent income streams while protecting your principal, offering insights into bonds, dividends and other effective income-producing strategies. He dissects common financial misconceptions, explains the impact of short-term decision-making and outlines how to avoid risky portfolio practices. Whether you’re retiring soon or adjusting your financial approach, this episode is packed with actionable advice.
Listen to this episode here: Past Episodes
Simplifying Your Retirement Income Strategies
Join Mark Falter on this episode of “The Retirement Income Hour” as he explores the concept of achieving simplicity on the other side of complexity when planning your retirement income. Mark discusses overcoming the common challenges retirees face, from navigating portfolio management to creating steady income without depleting principal. He emphasizes the importance of dividends, interest and fixed income investments while debunking myths about market growth reliance. Mark also shares practical strategies, including the role of annuities and bonds, to create a consistent income stream.
Listen to this episode here: Past Episodes
Strategies to Navigate Potential Tax Code Changes in 2026
On this episode of “The Retirement Income Hour,” Mark Falter explores the potential changes in the tax code slated for 2026 and how retirees can prepare to mitigate their impact. He breaks down the implications of rising tax brackets and the removal of the standard deduction, explaining how these shifts may affect retirement savings. Mark also introduces listeners to tax-advantageous tools like indexed universal life (IUL) policies as alternatives to Roth IRAs, discussing their benefits such as tax-free growth, long-term care provisions and reduced legislative risk.
Listen to this episode here: Past Episodes