Past Episodes

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

Five Ways Taxes Can Wreck Your Retirement

May 24, 2026

Could hidden taxes take a bigger bite out of your retirement savings than you expect? In this episode, Mark Falter breaks down five ways taxes can derail retirement plans and why early tax planning matters….

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Retirement Income: Beyond the 4% Rule

May 16, 2026

Do you want your assets to last without drawing down principal too soon? Host Mark Falter examines retirement income strategies by comparing the 4% rule with dividends and interest. This episode explains why the 4%…

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Long-Term Care: Comparing Your Best Options

May 9, 2026

Can you really afford to go without long-term care in retirement? In this episode, Mark Falter compares several strategies and explains what each one may offer. He breaks down traditional health-based plans, indexed universal life…

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Long-Term Care: Preserving Your Health, Dignity and Portfolio

May 2, 2026

If you needed help getting dressed tomorrow, who pays for that care? This episode addresses the realities of long-term care and end-of-life planning, from maintaining your dignity, keeping control and managing your wealth. You will…

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