Don’t Let Taxes Retire You
How much of your retirement will you actually get to keep? Mark Falter explores how taxes can take a larger share of retirement income and inherited wealth than many families
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Retirement income
5 Areas to Simplify the Retirement Planning Process
Financial planning often becomes harder than it needs to be when every decision is handled in a different place, by a different person. In this episode, Mark Falter breaks the
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How to Escape the Retirement Danger Zone
What changes when retirement gets close enough that time is no longer your safety net? In this episode, Mark Falter explains why the years immediately before and after retirement can
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The Top 10 Tax Savings Tips for Retirees
Sometimes the most valuable line on a retirement plan is not the return column, but the tax bracket sitting next to it. This episode lays out 10 tax-saving strategies retirees
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The Retirement Danger Zone: What You Must Know
What if the most financially dangerous years of retirement are the ones right around the starting line? Mark Falter explores the “Retirement Danger Zone,” the critical three to five years
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Beyond the RMD: How Forced Withdrawals Can Reshape Your Retirement
Are required minimum distributions (RMDs) quietly creating a larger tax problem than most retirees expect? Mark Falter breaks down how RMDs work, why they begin at age 73 and how
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The Sweet Spot: Managing Your Assets in the Middle
Between risky growth and stagnant safety is a vital middle ground where your investment strategy can thrive. Listen for host Mark Falter’s take on why focusing on the “middle” is
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Social Security Timing: A Bird in the Hand Is Worth Two in the Bush
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
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Managing in the Middle: Investing for Retirement Income
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
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Turning Your Portfolio into a Paycheck
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
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