Past Episodes

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

Estate Planning Basics for Your Future Wishes

October 5, 2024

On this episode of “The Retirement Income Hour,” Mark Falter dives into the essentials of estate planning, explaining why having a well-structured plan is crucial for minimizing probate, reducing taxes and helping ensure your loved…

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Preparing for Retirement: Avoiding Financial Pitfalls

September 28, 2024

On this episode of “The Retirement Income Hour,” Mark Falter discusses the challenges of market volatility and its impact on retirees. Highlighting the “Big V” concept, he explains why retirees and those nearing retirement should…

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Determining the Right Savings and Strategy for Retirement

September 21, 2024

On this episode of “The Retirement Income Hour,” Mark Falter dives into the critical question, “How much money does it take to retire?” He breaks down the importance of understanding monthly income needs, factoring in…

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Sound Tax Strategies for Retirement Planning

September 7, 2024

On this episode of “The Retirement Income Hour,” Mark Falter offers crucial insights into tax strategies for retirees. He addresses key approaches like Roth conversions, indexed universal life policies, qualified charitable distributions (QCDs), donor-advised funds…

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