Past Episodes

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Annuities Unveiled: The Good, The Bad, and The Ugly

March 1, 2025

Join Mark Falter as he demystifies annuities in this informative episode of “The Retirement Income Hour.” Mark takes you on a deep dive into the four main types of annuities—fixed, single premium immediate, variable and…

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Mastering RMDs: Strategies to Minimize Taxes and Maximize Income

February 22, 2025

Gain clarity on the complexities of Required Minimum Distributions (RMDs) in this essential episode of “The Retirement Income Hour” with Mark Falter. Mark breaks down the updated rules, including the latest age thresholds, penalties for…

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Revamping Life Insurance for Modern Retirement Needs

February 15, 2025

Check out this episode to explore the evolving role of life insurance in retirement planning. Learn why upgrading policies can be beneficial, how Indexed Universal Life (IUL) insurance works and what myths might be holding…

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The Power of Balance in Retirement Planning

February 8, 2025

Host Mark Falter emphasizes the importance of balance in retirement planning to help ensure financial stability and confidence in your future. This episode explores the three key allocation areas—conservative, moderate and aggressive—and offers actionable insights…

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