Past Episodes
Some appearances are sponsored content or the result of paid advertising.
Efficiency with Investing: Are ETFs Still Effective?
Are you investing efficiently, or are hidden fees eating into your returns? Listen to explore the importance of efficient investing, including the cost advantages of exchange-traded funds (ETFs) over mutual funds and how to identify high-expense mutual funds. Host Mark Falter also shares key questions to ask financial advisors to determine if they are truly putting your best interests first. Don’t let inefficiencies drain your returns! This episode is a must-listen for anyone looking to make their investments work harder.
Crypto Scams and the Psychology of Retirement
Cryptocurrency offers exciting opportunities, but it also comes with significant risks. Mark and Caleb Falter discuss how to navigate the volatile world of crypto, avoid scams and make important investment decisions. This episode also explores the psychological aspects of retirement, including transitioning from growth to income, developing hobbies and redefining your identity after leaving the workforce. Whether you’re curious about crypto or simply preparing for retirement, you’ll pick up practical advice to help you make more informed decisions.
How Interest Rates Work
How do changing interest rates and market trends impact your retirement income? Mark Falter breaks down the Federal Reserve’s influence on short-term and long-term rates, the potential for an AI-driven market bubble and the importance of reevaluating annuities in light of rising treasury rates. Mark also discusses the benefits of reallocating investments to mitigate risks and the value of taking income and dividends from investments rather than relying on growth. Learn how to adapt your financial plan to changing conditions, and don’t let market uncertainty derail your retirement.
Is Reallocation Right for You? Navigating Market Trends and Income Strategies
In light of a potential AI-driven market bubble, is it time to rethink your portfolio strategy? Mark Falter explores reallocation strategies, using the Gartner Hype Cycle to analyze market trends and drawing lessons from the dot-com bubble. He highlights the risks of investing in unprofitable companies and explains how retirees can focus on income generation over growth. With insights on reverse dollar cost averaging and RMDs, this episode provides practical advice for creating consistent income. Don’t let market hype steer your financial decisions — build a strategy that works for you.