Past Episodes

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Navigating Tax and Market Risk in a Changing Landscape

November 16, 2024

On this episode of “The Retirement Income Hour,” Mark Falter discusses essential strategies for managing retirement amidst evolving tax codes and market shifts. From the upcoming 2026 sunset of the 2017 Tax Cuts and Jobs…

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Strategic Income Solutions and Tax Planning Essentials

November 10, 2024

This episode of “The Retirement Income Hour” with Mark Falter dives into strategic approaches for creating consistent income in retirement and effective year-end tax planning. Mark explores structured notes as a tool for reliable income,…

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Unlocking Income Potential with Structured Notes

November 2, 2024

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…

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Keys to Generating Reliable Income in Retirement

October 26, 2024

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…

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