Past Episodes

Exploring Strategies for a Tax-Efficient Retirement

January 11, 2025

Check out this episode of “The Retirement Income Hour,” where host Mark Falter dives into the intricacies of tax-free financial growth, breaking down complex topics like Roth IRA conversions, Indexed Universal Life (IUL) policies and legislative risks impacting retirement planning. He shares tips for navigating required minimum distributions (RMDs) and discusses how to prepare for future tax changes. Other key segments include determining the right time to claim Social Security, calculating how much income you’ll need to retire and the importance of professional asset management as you approach retirement.

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Planning for Retirement Success in the New Year

January 4, 2025

Start the year off right with Mark Falter on “The Retirement Income Hour” as he highlights four critical considerations for navigating retirement in 2025. From strategic tax planning and Social Security timing to determining a sustainable income and balancing asset management, this episode provides actionable insights for your financial future. Learn about overcoming tax brackets, addressing Medicare IRMAA adjustments and when to incorporate professional guidance. Gain the knowledge to help make well-informed decisions as you approach or enjoy retirement.

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Nine Key Strategies for Retirement Planning

December 28, 2024

Tune into “The Retirement Income Hour” with Mark Falter as he outlines nine actionable tips to build a robust retirement income strategy. This episode dives into understanding essential lifestyle expenses, balancing growth with income and exploring passive income opportunities. Mark also sheds light on healthcare costs, tax planning and adapting strategies over time. This episode provides valuable insights to help you make informed decisions as you prepare for a more financially secure retirement.

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Financial Upgrades: Maximizing Your Retirement Income

December 21, 2024

Mark Falter returns to “The Retirement Income Hour” to discuss the importance of upgrading financial tools like annuities, CDs and money markets to take advantage of changing interest rates. Learn about the context behind these upgrades, the types of products affected, and how they can impact your retirement income. This engaging episode also details the operations of equity and fixed indexed annuities and explores their potential role in creating predictable lifetime income. Mark emphasizes key considerations like surrender charges and individual circumstances to help you make more informed decisions.

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