Past Episodes

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

The Bridge to Solving Your Long-Term Care Needs

March 28, 2026

Many people over 65 will need long-term care with costs topping $100,000 a year. Could a sudden health decline drain your retirement savings? Explore a unique solution called EquiTrust Bridge LTC, a fixed investment that…

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Indexed Universal Life Insurance: The Swiss Army Knife of Financial Planning

March 21, 2026

What if one financial product could address multiple retirement needs? Host Mark Falter explores the versatility of Indexed Universal Life (IUL) insurance, often called the “Swiss army knife” of financial planning. This episode dives into…

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Navigating the Long-Term Care Challenge

March 14, 2026

What does planning for long-term care really involve? Host Mark Falter examines the realities, costs and myths of long-term care and why it’s a topic that can’t be ignored. This episode covers the potential impact…

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Social Security Timing: A Bird in the Hand Is Worth Two in the Bush

March 7, 2026

Is it better to claim Social Security early or wait for a larger benefit? Dive into this age-old debate and the trade-offs between taking benefits sooner versus holding out for a potentially higher payout. This…

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