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