Past Episodes

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Protect Your Wealth, Protect Your Family: Estate Planning

February 21, 2026

No one wants the government, the courts, or chaos determining what happens to their life’s works when they’re gone. Mark Falter explains why a solid estate plan is crucial to avoid government intervention and potential…

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Managing in the Middle: Investing for Retirement Income

February 14, 2026

Does your financial advisor manage assets in the extremes? If so, they may be missing the mark. Explore why the industry often gravitates toward super conservative or aggressive strategies, leaving a critical gap in the…

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Efficiency with Investing: Are ETFs Still Effective?

February 7, 2026

Are you investing efficiently, or are hidden fees eating into your returns? Listen to explore the importance of efficient investing, including the cost advantages of exchange-traded funds (ETFs) over mutual funds and how to identify…

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Crypto Scams and the Psychology of Retirement

January 31, 2026

Cryptocurrency offers exciting opportunities, but it also comes with significant risks. Mark and Caleb Falter discuss how to navigate the volatile world of crypto, avoid scams and make important investment decisions. This episode also explores…

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