Past Episodes

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

The State of the Market: Money Under Pressure

April 23, 2026

Are you feeling the financial squeeze from today’s unpredictable market swings? Host Mark Falter examines the current state of the market to explain the causes behind recent losses. This episode unpacks why your money is…

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5 Ways Taxes Could Wreck Your Retirement

April 18, 2026

Could unexpected taxes unravel your long-term financial strategy? Host Mark Falter explores five ways taxes can negatively impact your retirement and how to avoid these common pitfalls. From understanding hidden taxes and exploring tax-free options…

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The Tax-Efficient Roadmap: Navigating Section 7702

April 11, 2026

Is an invisible tax burden threatening your retirement nest egg? Mark Falter and special guest Becky Ruby Swansburg to discuss why taxes are often an overlooked risk for retirees. As legislative changes shift the financial…

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The Sweet Spot: Managing Your Assets in the Middle

April 4, 2026

Between risky growth and stagnant safety is a vital middle ground where your investment strategy can thrive. Listen for host Mark Falter’s take on why focusing on the “middle” is the most effective way to…

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