Past Episodes
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Tax Planning and Gifting Opportunities in Retirement
On this episode of “The Retirement Income Hour,” host Mark Falter discusses actionable ways to approach tax planning during retirement, emphasizing tools like qualified charitable distributions, appreciated stock donations and gifting vehicles to support impactful causes. Featured guest Terry Megli, CEO of City Union Mission, shares insights on addressing homelessness in Kansas City and details the organization’s upcoming 100th anniversary celebration. The episode also explores strategies for managing portfolio risk and the shift to income-focused investments for retirees, providing informational guidance to listeners navigating their financial futures.
Listen to this episode here: Past Episodes
Understanding Risk in Retirement Portfolios
On this episode of “The Retirement Income Hour,” Mark Falter explores the concept of risk in retirement portfolios, particularly focusing on volatility and its impact on retirement income strategies. With practical analogies, he explains the differences between growth and income-focused investments, offering insights into managing standard deviation while transitioning to income-based portfolios. Mark also discusses tools like risk analysis reports and the importance of aligning investment strategies with retirement phases. Learn how to create a sustainable income strategy while reducing unnecessary portfolio risk.
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How to Navigate Market Challenges in Retirement
On this episode of “The Retirement Income Hour,” host Mark Falter discusses managing assets during market downturns, reverse dollar cost averaging and how to generate income more reliably in retirement. With relatable analogies and simplified explanations, Mark reveals actionable ways to achieve financial stability while preserving your principal. Get ready to dive deep into the art of “managing in the middle” to optimize income generation and help shield your retirement plan from market volatility.
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Avoiding Probate and Other Estate Planning Basics
On this episode of “The Retirement Income Hour,” Mark Falter is joined by estate planning attorney Phil Anderson. Together, they discuss foundational aspects of estate planning, including the importance of wills, trusts and power of attorney documents. They break down ways to avoid probate, effectively fund a trust and protect beneficiaries from potential legal complications. Phil shares insights on strategies to prevent family conflicts and reduce unnecessary expenses with clear estate plans. Listeners also learn about key legal tools like no-contest clauses and the differences between revocable and irrevocable trusts.
Listen to this episode here: Past Episodes