Past Episodes
On this episode of “The Retirement Income Hour,” Mark Falter explores the concept of risk in retirement portfolios, particularly focusing on volatility and its impact on retirement income strategies. With practical analogies, he explains the differences between growth and income-focused investments, offering insights into managing standard deviation while transitioning to income-based portfolios. Mark also discusses tools like risk analysis reports and the importance of aligning investment strategies with retirement phases. Learn how to create a sustainable income strategy while reducing unnecessary portfolio risk.
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On this episode of “The Retirement Income Hour,” host Mark Falter discusses managing assets during market downturns, reverse dollar cost averaging and how to generate income more reliably in retirement. With relatable analogies and simplified explanations, Mark reveals actionable ways to achieve financial stability while preserving your principal. Get ready to dive deep into the art of “managing in the middle” to optimize income generation and help shield your retirement plan from market volatility.
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On this episode of “The Retirement Income Hour,” Mark Falter is joined by estate planning attorney Phil Anderson. Together, they discuss foundational aspects of estate planning, including the importance of wills, trusts and power of attorney documents. They break down ways to avoid probate, effectively fund a trust and protect beneficiaries from potential legal complications. Phil shares insights on strategies to prevent family conflicts and reduce unnecessary expenses with clear estate plans. Listeners also learn about key legal tools like no-contest clauses and the differences between revocable and irrevocable trusts.
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On this episode of “The Retirement Income Hour,” Mark Falter examines the essential steps for selecting a financial advisor and highlights eight key criteria to consider. From understanding fiduciary standards to determining goals like income generation or growth, Mark explains how to simplify the process of finding the right advisor. He introduces tools such as the strategy circle and impact filter to clarify priorities and set expectations, helping retirees and pre-retirees better evaluate their options. Gain insights into regulatory checks and tips for identifying credible advisors for your financial planning needs.
Listen to this episode here: Past Episodes
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