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
The Sweet Spot: Managing Your Assets in the Middle Read More »
Is the 4% cash flow rule still a reliable strategy for retirees? Host Mark Falter explains why it may no longer provide sustainable income in today’s volatile market. Joined by
The 4% Cash Flow Rule Debunked Read More »
Are we on the verge of another market bubble, similar to the 1990s dot-com era? Explore the signs of potential overhype in today’s market and what it means for both
Is There a Bubble? Navigating Market Risks and Retirement Income Read More »
Dive into the art of simplifying retirement planning in this episode of “The Retirement Income Hour” with Mark Falter. Tackling the often-overwhelming complexities of retirement income, Mark outlines actionable strategies
A Simpler Way to Secure Retirement Income Read More »
Mark Falter explores innovative strategies for a secure and tax-efficient retirement in this episode of “The Retirement Income Hour.” Discover how Indexed Universal Life (IUL) insurance can help grow your
No-Compromise Strategies for Tax-Efficient Retirements Read More »
On this episode of “The Retirement Income Hour,” Mark Falter discusses essential strategies for managing retirement amidst evolving tax codes and market shifts. From the upcoming 2026 sunset of the
Navigating Tax and Market Risk in a Changing Landscape Read More »
This episode of “The Retirement Income Hour” with Mark Falter dives into strategic approaches for creating consistent income in retirement and effective year-end tax planning. Mark explores structured notes as
Strategic Income Solutions and Tax Planning Essentials Read More »
On this episode of “The Retirement Income Hour,” Mark Falter discusses the challenges of market volatility and its impact on retirees. Highlighting the “Big V” concept, he explains why retirees
Preparing for Retirement: Avoiding Financial Pitfalls Read More »
On this episode of “The Retirement Income Hour,” host Mark Falter discusses actionable ways to approach tax planning during retirement, emphasizing tools like qualified charitable distributions, appreciated stock donations and
Tax Planning and Gifting Opportunities in Retirement Read More »