Past Episodes
Revamping Life Insurance for Modern Retirement Needs
Check out this episode to explore the evolving role of life insurance in retirement planning. Learn why upgrading policies can be beneficial, how Indexed Universal Life (IUL) insurance works and what myths might be holding you back from financial security. Using real-life examples and clear explanations, Mark Falter hosts a discussion highlighting the flexibility and modern benefits of life insurance, such as tax-free savings, long-term care coverage and legislative risk avoidance.
Listen to this episode here: Past Episodes
The Power of Balance in Retirement Planning
Host Mark Falter emphasizes the importance of balance in retirement planning to help ensure financial stability and confidence in your future. This episode explores the three key allocation areas—conservative, moderate and aggressive—and offers actionable insights into matching your portfolio to your retirement goals. Through engaging analogies and real-life examples, Mark illustrates the pitfalls of poor allocation and highlights strategies for creating a sustainable income. Learn how to make your retirement work effectively for you, no matter the market conditions.
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No-Compromise Strategies for Tax-Efficient Retirements
Mark Falter explores innovative strategies for a secure and tax-efficient retirement in this episode of “The Retirement Income Hour.” Discover how Indexed Universal Life (IUL) insurance can help grow your retirement income without exposure to market risk, safeguard your wealth from taxes and volatility and address long-term care expenses. Mark also highlights the implications of rising national debt on future tax rates and shares a compelling example of how smart tax planning can save retirees and their beneficiaries significant sums.
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Five Income-Driven Strategies for Retirement
Host Mark Falter unpacks five key income-driven strategies to reduce stress in retirement. From avoiding market volatility and understanding the risks of reverse dollar cost averaging to replacing paychecks with dependable investment income, this episode is full of actionable insights. Using relatable analogies, Mark breaks down how to shift from growth-focused investments to consistent income generation and highlights practical steps to safeguard your nest egg from avoidable retirement pitfalls and financial instability.
Listen to this episode here: Past Episodes