Past Episodes

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

Bridging the Gap in Long-Term Care Planning

June 20, 2026

Have you ever worried that a single health crisis could deplete the retirement savings you spent decades building? Host Mark Falter introduces a unique solution called Bridge by EquiTrust and explains how this fixed indexed…

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Estate Planning: Protect Your Wealth, Protect Your Family

June 13, 2026

Could 5 minutes of inaction undo a lifetime of saving? Host Mark Falter explains why estate planning matters for everyone (not just the wealthy), and how a clear plan keeps the courts, the government and…

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The Retirement Fear Factor: Overcoming the Savings Setback

June 6, 2026

Does running out of money in retirement scare you more than running out of time? Host Mark Falter unpacks the five fears that keep retirees up at night: too many variables, not enough income, knowing…

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Top 10 Tax-Saving Tips for Retirees

May 30, 2026

Are you paying more in taxes than you actually owe? Host Mark Falter shares his top 10 tax-saving tips for retirees and explains how annual tax reviews can uncover useful next steps. This episode covers…

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