Past Episodes
Navigating Tax and Market Risk in a Changing Landscape
On this episode of “The Retirement Income Hour,” Mark Falter discusses essential strategies for managing retirement amidst evolving tax codes and market shifts. From the upcoming 2026 sunset of the 2017 Tax Cuts and Jobs Act to the impact of market risks and tariffs, Mark provides actionable guidance to help retirees safeguard their portfolios. Learn about six key risks to retirement and how innovative tools like IULs can mitigate these challenges. This episode aims to equip listeners with strategies to transition to a secure, income-focused retirement.
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Strategic Income Solutions and Tax Planning Essentials
This episode of “The Retirement Income Hour” with Mark Falter dives into strategic approaches for creating consistent income in retirement and effective year-end tax planning. Mark explores structured notes as a tool for reliable income, breaking down how they work, their risks and their benefits. The discussion also covers the looming changes in tax laws, including the 2017 Tax Cuts and Jobs Act sunset, and actionable steps retirees can take to mitigate tax risks. Gain insights into managing six crucial risks in retirement and discover ways to help safeguard your financial future with balanced strategies.
Listen to this episode here: Past Episodes
Unlocking Income Potential with Structured Notes
Dive into this episode of “The Retirement Income Hour” as Mark Falter explores structured notes and their role in creating reliable income streams for retirees. Learn how structured notes combine fixed income principles with market-linked strategies for generating monthly income, all while understanding their risk buffers and benefits. Mark discusses diversification, safety considerations and alternatives for income-focused portfolios.
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Keys to Generating Reliable Income in Retirement
Tune into this episode of “The Retirement Income Hour” with Mark Falter as he discusses why retirement investment strategies should shift from growth to income once you enter retirement or approach it. Mark emphasizes the importance of creating consistent income streams while protecting your principal, offering insights into bonds, dividends and other effective income-producing strategies. He dissects common financial misconceptions, explains the impact of short-term decision-making and outlines how to avoid risky portfolio practices. Whether you’re retiring soon or adjusting your financial approach, this episode is packed with actionable advice.
Listen to this episode here: Past Episodes