Past Episodes
On this episode of “The Retirement Income Hour,” Mark Falter discusses the challenges of market volatility and its impact on retirees. Highlighting the “Big V” concept, he explains why retirees and those nearing retirement should prioritize income stability over growth during uncertain times. He offers insights into mitigating risks like reverse dollar cost averaging and emphasizes the importance of income-driven investment strategies. Through analogies and actionable advice, Mark provides listeners with practical solutions for creating a more secure and consistent retirement income plan.
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On this episode of “The Retirement Income Hour,” Mark Falter dives into the critical question, “How much money does it take to retire?” He breaks down the importance of understanding monthly income needs, factoring in Social Security, pensions and inflation to calculate a realistic savings target. Mark emphasizes the importance of transitioning from growth-focused investments to income-generating portfolios as retirement nears. He also highlights key risks to avoid, such as reverse dollar cost averaging and market volatility. This episode offers listeners a step-by-step approach to crafting their retirement recipe.
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On this episode of “The Retirement Income Hour,” Mark Falter offers crucial insights into tax strategies for retirees. He addresses key approaches like Roth conversions, indexed universal life policies, qualified charitable distributions (QCDs), donor-advised funds and tax-loss harvesting to help optimize your retirement income. Additionally, he explores the upcoming tax changes anticipated in 2026 and how early planning can mitigate their impact. Special guest Terry Megli from City Union Mission joins the discussion to share charitable contribution strategies that benefit both donors and their communities. Learn how to effectively reduce tax burdens while supporting causes you care about.
Listen to this episode here: Past Episodes
On this episode of “The Retirement Income Hour,” host Mark Falter discusses actionable ways to approach tax planning during retirement, emphasizing tools like qualified charitable distributions, appreciated stock donations and gifting vehicles to support impactful causes. Featured guest Terry Megli, CEO of City Union Mission, shares insights on addressing homelessness in Kansas City and details the organization’s upcoming 100th anniversary celebration. The episode also explores strategies for managing portfolio risk and the shift to income-focused investments for retirees, providing informational guidance to listeners navigating their financial futures.
Listen to this episode here: Past Episodes