Past Episodes

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How Interest Rates Work

January 17, 2026

How do changing interest rates and market trends impact your retirement income? Mark Falter breaks down the Federal Reserve’s influence on short-term and long-term rates, the potential for an AI-driven market bubble and the importance…

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Is Reallocation Right for You? Navigating Market Trends and Income Strategies

January 10, 2026

In light of a potential AI-driven market bubble, is it time to rethink your portfolio strategy? Mark Falter explores reallocation strategies, using the Gartner Hype Cycle to analyze market trends and drawing lessons from the…

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Estate Planning Essentials: Securing Your Legacy and Loved Ones

January 3, 2026

Estate planning is how your values and decisions guide your family’s future, even after you’re gone. Dive into the essentials of the often overlooked strategy, from the differences between wills and trusts to the importance…

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Turning Your Portfolio into a Paycheck

December 27, 2025

How do you turn your retirement savings into a reliable paycheck? Mark Falter breaks down the math behind creating consistent income from your portfolio. He explains the risks of reverse dollar cost averaging, the importance…

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