Past Episodes
Tariffs, Taxes and Strategies for a Resilient Retirement
How might tariffs reshape your retirement plans and future financial stability? Host Mark Falter dives into the economic ripple effects of tariffs, from rising household expenses to inflation and market volatility. He offers insightful strategies to help retirees adapt, including portfolio reallocation and innovative income-focused investing techniques. Learn how to build a resilient retirement plan in uncertain economic times while helping safeguard your wealth.
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Navigating Taxes and Building a Tax-Efficient Retirement
Join Mark Falter in this timely episode of “The Retirement Income Hour,” where he tackles managing taxes in retirement and shares actionable strategies to help you safeguard more of your wealth. Explore the critical elements of tax brackets, Roth conversions and the surprising advantages of Indexed Universal Life (IUL) insurance for building a tax-efficient retirement. Learn how to avoid legislative risks and why careful planning now can save you and your beneficiaries significant amounts in the years ahead.
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How to Defuse the 2026 Tax Time Bomb
Prepare for potentially significant tax changes coming in 2026 in this timely episode of “The Retirement Income Hour” with Mark Falter. Mark breaks down the impact of these changes on retirees and shares actionable strategies to reduce taxes and transition assets into tax-free accounts. Discover why Indexed Universal Life (IUL) policies may be a smarter option than Roth IRAs, offering additional benefits like long-term care coverage and improved freedom from legislative risk. Packed with insights about restructuring your portfolio for tax efficiency and long-term stability, this episode is a must-listen for anyone nearing or in retirement.
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Turning Your Portfolio into a Reliable Paycheck
How do you turn a retirement portfolio into a steady, reliable paycheck? Join host Mark Falter as he dives deep into the risks of reverse dollar cost averaging, exposing how selling shares during market downturns can derail your financial future. He shares effective, income-focused strategies designed to help retirees produce consistent dividends and interest while preserving principal. Discover the game-changing mathematical formula for achieving financial stability in retirement. Mark also sheds light on why relying solely on growth is a common yet avoidable pitfall for retirees.
Listen to this episode here: Past Episodes