Past Episodes

Some appearances are sponsored content or the result of paid advertising.

Broker Dealers Are Extinct. They Just Don’t Have Enough Sense to Die.

September 20, 2026

What if some of the biggest drags on a retirement portfolio are not obvious market losses, but outdated structures, hidden costs and advice that was built for a different era? In this episode, Mark Falter…

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Protect Your Wealth, Protect Your Family: Estate Planning

September 5, 2026

Estate planning is often treated like something only wealthy families need, but in reality it can shape what happens to nearly everything a person leaves behind. In this episode, Mark Falter covers practical estate planning…

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5 Areas to Simplify the Retirement Planning Process

August 29, 2026

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 process down into five core…

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Episode Title: Avoiding the Retirement Tax Trap

August 22, 2026

How much control do you really have over the taxes you’ll pay in retirement? This episode focuses on the retirement tax trap: the risk of building substantial savings in tax-deferred accounts without a clear plan…

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