What if a long-term care plan could still create value even if care is never needed? Mark Falter is joined by Patrick Guilfoy for a conversation about asset-based long-term care
The Long-Term Care Plan Your Parents Didn’t Have Read More »
What if one financial tool could sit at the intersection of tax planning, legacy planning and long-term care strategy? In this episode, Mark Falter is joined by Becky Swansburg for
The Swiss Army Knife of Retirement Tax Planning Read More »
Are outdated investments quietly costing you more than you realize? Mark Falter examines why many investors still hold high-cost mutual funds when lower-cost, more efficient ETF options may offer a
Efficiency in Investing: Are Outdated Options Costing You More? Read More »
Have you ever worried that a single health crisis could deplete the retirement savings you spent decades building? Host Mark Falter introduces a unique solution called Bridge by EquiTrust and
Bridging the Gap in Long-Term Care Planning Read More »
Can you really afford to go without long-term care in retirement? In this episode, Mark Falter compares several strategies and explains what each one may offer. He breaks down traditional
Long-Term Care: Comparing Your Best Options Read More »
If you needed help getting dressed tomorrow, who pays for that care? This episode addresses the realities of long-term care and end-of-life planning, from maintaining your dignity, keeping control and
Long-Term Care: Preserving Your Health, Dignity and Portfolio Read More »
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
The Bridge to Solving Your Long-Term Care Needs Read More »
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
Navigating the Long-Term Care Challenge Read More »
Is your life insurance policy keeping up with your financial needs? Mark Falter explores how upgrading your life insurance can unlock benefits like tax-free income, long-term care coverage and market
Life Insurance Upgrades: Maximizing Benefits for Retirement Read More »
Like a Swiss Army Knife, Indexed Universal Life (IUL) insurance is a simple-yet-versatile tool that can address multiple needs. Listen to discover how an IUL offers tax-free growth, a tax-free
Indexed Universal Life: The Swiss Army Knife of Retirement Planning Read More »