Past Episodes

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Top 10 Tax Savings Tips for Retirees

October 31, 2026

How much of your retirement income will you actually get to keep? Mark Falter walks through 10 practical tax strategies retirees can use to think more proactively about the money they have saved and how…

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Estate Planning That Protects the People You Love

October 24, 2026

How much trouble can one unfinished estate plan leave behind? Explore how estate planning helps protect families not only from unnecessary legal costs and probate, but also from confusion, delays and painful decision-making during already…

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Estate Planning Revisited

October 17, 2026

If something happened to you tomorrow, would your plan protect your family or leave them sorting through problems? Explore how estate planning can help loved ones avoid not just taxes and legal costs, but confusion,…

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The Long-Term Care Plan Your Parents Didn’t Have

October 10, 2026

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 and how it differs from…

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