Past Episodes

What to Know About Land Investments

November 23, 2024

On this insightful episode of “The Retirement Income Hour,” Mark Falter is joined by land investment expert Don Higgins to discuss the growing potential of land as a source of income and appreciation. They explore the financial benefits of farmland, leasing hunting rights and tax strategies for selling appreciated assets. Don also shares practical advice for enhancing the value of land for hunting and recreation. Tune in to learn how to optimize your investments in land for better financial outcomes while maintaining sustainability.

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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 Act to the impact of market risks and tariffs, Mark provides actionable guidance to help retirees safeguard their portfolios. Learn about six key risks to retirement and how innovative tools like IULs can mitigate these challenges. This episode aims to equip listeners with strategies to transition to a secure, income-focused retirement.

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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, breaking down how they work, their risks and their benefits. The discussion also covers the looming changes in tax laws, including the 2017 Tax Cuts and Jobs Act sunset, and actionable steps retirees can take to mitigate tax risks. Gain insights into managing six crucial risks in retirement and discover ways to help safeguard your financial future with balanced strategies.

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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 strategies for generating monthly income, all while understanding their risk buffers and benefits. Mark discusses diversification, safety considerations and alternatives for income-focused portfolios.

Listen to this episode here: Past Episodes

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