Past Episodes
A Simpler Way to Secure Retirement Income
Dive into the art of simplifying retirement planning in this episode of “The Retirement Income Hour” with Mark Falter. Tackling the often-overwhelming complexities of retirement income, Mark outlines actionable strategies to streamline your approach and help ensure your financial stability. Learn why transitioning from growth to income-focused investments is essential and how consistent dividends and interest can keep your financial foundation strong without dipping into principal. Mark also explores common mistakes like selling shares during market downturns and shows how to avoid these costly pitfalls.
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Income the Right Way: Building a Sustainable Retirement
On this episode of “The Retirement Income Hour,” Mark Falter shares insightful strategies for creating sustainable retirement income that lasts a lifetime. Highlighting the critical shift from growth to income-focused investments, Mark explains why relying on share sales during market downturns can jeopardize your financial future. Instead, he emphasizes the power of generating consistent dividends and interest to maintain your financial stability. Packed with practical advice, including tips on avoiding common pitfalls and managing standard deviation risks, this episode is a must-hear for anyone preparing for or navigating retirement.
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Annuities Unveiled: The Good, The Bad, and The Ugly
Join Mark Falter as he demystifies annuities in this informative episode of “The Retirement Income Hour.” Mark takes you on a deep dive into the four main types of annuities—fixed, single premium immediate, variable and equity indexed—highlighting their benefits, drawbacks and suitability for various retirement scenarios. Learn how to avoid the common traps of high fees, understand surrender charges and maximize the income potential of these products. Mark also shares his insights on why equity indexed annuities stand out in today’s market and offers practical advice for identifying when an annuity may or may not be the right fit for you.
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Mastering RMDs: Strategies to Minimize Taxes and Maximize Income
Gain clarity on the complexities of Required Minimum Distributions (RMDs) in this essential episode of “The Retirement Income Hour” with Mark Falter. Mark breaks down the updated rules, including the latest age thresholds, penalties for missed distributions and how RMDs impact your taxes. Discover practical strategies to minimize the tax burden while optimizing your retirement income and learn why proper allocation is critical when managing your distributions. Plus, hear about exclusive workshops and resources designed to help you stay ahead of RMD requirements and make informed financial decisions.
Listen to this episode here: Past Episodes