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
How to Escape the Retirement Danger Zone 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 »
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
The Retirement Danger Zone: What You Must Know 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 »
Are you feeling the financial squeeze from today’s unpredictable market swings? Host Mark Falter examines the current state of the market to explain the causes behind recent losses. This episode
The State of the Market: Money Under Pressure Read More »
Could unexpected taxes unravel your long-term financial strategy? Host Mark Falter explores five ways taxes can negatively impact your retirement and how to avoid these common pitfalls. From understanding hidden
5 Ways Taxes Could Wreck Your Retirement 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 »
As the year ends, it’s time to act on strategies that can reduce your tax burden both now and in the future. Host Mark Falter shares his top 10 end-of-year
Top 10 Year-End Tax Savings Tips Read More »
Long-term care is one of the most significant financial risks retirees face, yet many are unprepared. This episode explores the rising costs of long-term care, common misconceptions and the devastating
Framing the Threat of Long-Term Care Read More »