The Financial Fitness Show

39 Episodes
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By: Mark Falter

The Finacial Fitness Show - Making Personal Finance Profitable!Likely the most financially impactful program you'll hear every week.Listen & subscribe to learn how to play better offense and defense with your income, savings and investments.Hosted by Investment Advisor Mark Falter, you'll learn valuable insights from a knowledgeable professional who cares about you, your future, your legacy, and your family.In order to reach your financial goals, and make your dreams a reality, you need to gain the requisite knowledge, and take action.Make the right investment in your future, with The Financial Fitness Show.

Aug 30, 2025 Smart Withdrawal Strategies: Avoiding Penalties and Maximizing Growth
#38
Today at 10:00 AM

Mark Falter hosts the Financial Fitness show, focusing on understanding the penalties, calculations, and rules associated with Required Minimum Distributions (RMDs) and Decedent IRAs. He offers a free retirement kit containing resources on retirement strategies and income planning. The discussion also includes tax implications and compliance tips for managing tax-deferred accounts and estate planning.


Aug 23, 2025 Bonds Explained: What Every Investor Should Know
#37
08/23/2025

This week on the Financial Fitness Show. Host Mark Falter explains the differences between bonds and bond funds, introducing the concept of reverse dollar cost averaging and its impact on retirement income. He discusses the importance of transitioning to fixed income investments as retirement approaches and provides advice on investment strategies for 401(k) accounts.


Aug 16, 2025 How to Build Wealth Tax-Free
#36
08/16/2025

If it's Tax-Free, it's for me! This week on the Financial Fitness Show, host Mark Falter explores six features needed to build tax-free wealth and the ultimate vehicle to make it happen! (And no, it's not a Roth IRA.) So what is it? Check out this episode of the Financial Fitness Show with Mark Falter.


Aug 09, 2025 The Trick to Creating Income
#35
08/09/2025

It's never too early to know & understand that your hard-earned money needs to be working FOR you! This week Financial Fitness Show host Mark Falter does a deep dive into several Tricks to Creating Income. You'll never view your finances the same after absorbing this special episode of the Financial Fitness Show with Mark Falter.


Aug 02, 2025 A Tax Game Changer!
#34
08/02/2025

If you want to learn how to save on taxes for you and your spouse AND on the money your kids may inherit this episode of the Financial Fitness Show with Mark Falter is for you! Here at The Financial Fitness Show we believe you should never pay one penny more in taxes than you are legally obligated to. This episode of the Financial Fitness Show with Mark Falter may be a game changer for you, your spouse, and your kids!


Jul 26, 2025 OBBB
#33
07/26/2025

It's HUGE! It's the One Big Beautiful Bill. And now it's law! So what does it all mean for you? This week Financial Fitness Show host Mark Falter breaks down the OBBB and busts some myths along the way!


Jul 19, 2025 Questions for an Advisor
#32
07/19/2025

Finding a financial advisor can be stressful. Do you even need one? This week, Financial Fitness Show host Mark Falter eqips you with the right questions to ask to help find the right financial advisor for peace of mind and financial health.


Jul 12, 2025 A Long-Term Care Solution
#31
07/12/2025

The #1 fear of seniors is running out of money due to skyrocketing health care costs. 7 out of 10 people now over 65 will need some sort of long term care. The average nursing home cost is 6k-12k per month. Scarey stuff! This week Financial Fitness Show host Mark Falter has a solution that could save you from these portfolio killing statistics.


Jul 5, 2025 Time for an Upgrade
#30
07/05/2025

Just like your car, your phone, and especially your clothes, they all need an occasional upgrade. This week Financial Fitness Show host Mark Falter presents the case for this being the best time to upgrade your fixed income products. If you could use an extra few percentage points of interest on your hard-earned money. This is the episode for you!


Jun 28, 2025 The Truth About Annuities
#29
06/28/2025

You've most likely heard it all, "I hate annuities!" "Annuities are the greatest thing since sliced bread!" This week Financial Fitness Show host Mark Falter believes you deserve the truth about annuities.


Jun 21, 2025 Tax Savings Kit
#28
06/21/2025

No one should ever pay one penny more in taxes than they legally have to. Financial Fitness Show host Mark Falter believes this to his very core! So this week Mark discusses several strategies and techniques designed to save you from ever overpaying Uncle Sam.


Jun 14, 2025 Estate Planning Q & A
#28
06/18/2025

We get more questions about Estate Planning than any other topic. This week Financial Fitness Host Mark Falter answers listeners most commonly asked questions about this very importatn topic.


Jun 07, 2025 Peanut Butter Cup
#27
06/07/2025

Just like a Peanut Butter Cup has multiple yummy ingredients, your finances have to take into account all stages of your financial journey. This week Financial Fitness Show host Mark Falter identifies all the key ingredients you'll need along the way!


May 31, 2025 It's All About Income
#26
06/06/2025

Through your working years it's all about accumulation and growth. As you near retirement, you must transition to an income first mindset. This week Financial Fitness Host Mark Falter clearly explains why, as you near retirement, it's all about the income.


May 24, 2025 RMDs Taxes Volatility
#25
06/05/2025

Financial Fitness Host Mark Falter answers timely questions on three hot topics that concern investors of all ages; RMDs, Taxes, Volatility.


May 17, 2025 Financial Blind Spots
#24
05/17/2025

When it comes to financial planning we all have scenerios we simply can not anticipate. In other words, Blind Spots. This week, Financial Fitness Show host Mark Falter exposes and provides solutions to the ten biggest Blind Spots when it comes to your Financial Fitness.


May 10, 2025 Swiss Army Knife
#23
05/10/2025

When one financial product can take care of multiple portfolio 'to dos' that's a Swiss Army Knife! This week Financial Fitness host Mark Falter talks about the six benefits of IUL. Indexed Universal Life. This ain't your Grandpa's life insurance.


May 03, 2025 Estate Planning Basics - Don't Leave A Mess!
#22
05/03/2025

When it comes to Estate Planning you can leave a legacy or you can leave a mess. Which one do you want to leave behind? Financial Fitness Show host Mark Falter takes a deep dive into the basics and the 16 questions you need to know before creating an estate plan.


Apr 26, 2025 TR=I+G
#21
04/26/2025

Whether you are in your 30s, 40s, 50s, or nearing retirement, it's all aoubt Total Return. This week Financial Fitness Show host Mark Falter talks about both components of Total Return. Income and Growth. The formula for financial fitness is simple. TR=I+G.


Apr 19, 2025 Trump Tariff Reaction
#20
04/19/2025

Yep. There's a new Tariff in town! This week Financial Fitness Show host Mark Falter takes a follow up deep dive into the Trump Tariffs and how they may shape your financial health.


Apr 12, 2025 Trump Tax Tariffs
#19
04/12/2025

There's a new Tariff in town! Financial Fitness Show host Mark Falter does a deep, non-political, dive into the Trump Tax Tariffs and what they really mean for your financial fitness.


Apr 05, 2025 Last Minute Tax Tips
#18
04/05/2025

You still have time to save on your 2024 taxes! This week Financial Fitness Show host Mark Falter has your Last Minute Tax Savings Tips workout.


Mar 29, 2025 Variable Annuities
#17
03/29/2025

In this episode of the Financial Fitness Show, Host Mark Falter goes into great detail how and why variable annuities can be a cancer on your portfolio and offers better solutions.


Mar 22, 2025 The Value Of A Second Opinion
#16
03/22/2025

You wouldn't consent to major surgery without getting a 2nd or 3rd opinion. So why would you not want a 2nd opinion on the best way to grow and protect your hard-earned money?  Financial Fitness Show host Mark Falter provides proof by example, of why you need a 2nd opinion before making financial decisions.


Mar 15, 2025 All Things Retirement - Get Prepared!
#15
03/15/2025

Our most popular episodes continue to be anything related to retirement. Why? Because according to the Deparftment of Labor about 90% of Americans retire at or below the poverty level. How Can this be? What is going on here? In this episode of Financial Fitness, host Mark Falter steps up and tackles many of the key issues facing those who'd like to retire and stay retired.


Mar 08, 2025 Portfolio To Paycheck
#14
03/08/2025

This week on the Financial Fitness Show it's all about passive income. The money you've worked so long and hard for now making money for you! Mark Falter goes in depth on the process of turning your hard-earned portfolio money into a consistent paycheck!


Mar 01, 2025 Building Trust & Financial Confidence
#13
03/01/2025

Finding a financial advisor can be stressful. Do you even need one? This week, Financial Fitness Show host Mark Falter eqips you with the right questions to ask to help find the right financial advisor for peace of mind and financial health.


Feb 22, 2025 Annuities Good Bad & Ugly
#12
02/22/2025

Everyone seems to be talking about annuities.  This week Financial Fitness Show host Mark Falter has an honest conversation about the Good, the Bad, and the Ugly when it comes to annuities.


Feb 15, 2025 Minimize Required Taxation
#11
02/15/2025

Do you know that the decisions you make today can and will greatly impact the taxes you will pay in the future? This week, Financial Fitness Show host Mark Falter talks about proven strategies you can deploy today that will help you avoid the taxman in the future.


Feb 08, 2025 Life Insurance Upgrade Options
#10
02/08/2025

Whether you in your twenties, or fifties, you cannot overlook the importance of life insurance. But how do you choose? This week, Financial Fitness Show host Mark Falter shares his 35+ years experience helping good people select the proper life insurance for their individual and family needs.


Feb 01, 2025 No Compromise For Success
#9
02/01/2025

For true financial fitness, there can be No Compromise. This week, Financial Fitness Show host Mark Falter has the inside track on how to stand your ground when it come to making the proper decisions for your financial well-being.


Jan 25, 2025 The Power Of Balance
#8
01/25/2025

We've all heard that life is about maintaining proper balance. This week, Financial Fitness Show host Mark Falter introduces you to tips, tools and strategies on how you too can achieve the proper balance to enhance your financial fitness.


Jan 18, 2025 Your Personal Finance Q&A
#7
01/18/2025

Back by popular demand! (Because we received so many questions) The Financial Fitness Show host Mark Falter reviews the top sixteen personal finance questions received from listeners around the country.


Jan 11, 2025 5 Ways To Be Financial Stress Free
#6
01/11/2025

There's nothing worse for your financial well-being than stress! This week on The Financial Fitness Show, host Mark Falter shares five tips to help keep your stress level down, while increasing your net worth.


Jan 04, 2025 Is Indexed Universal Life Insurance Right For You?
#5
01/04/2025

This week on The Financial Fitness Show, host Mark Falter introduces you to a strategy to help you protect your yourself and your family's future, while creating tax-free wealth.


Dec 28, 2024 Tax Savings Tips
#4
12/28/2024

2025 is here! The Financial Fitness Show host Mark Falter has updated tips, tools and strategies to start off the new year 'Tax Healthy' & fit!


Dec 21, 2024 Creating Income For You & Your Family
#3
12/21/2024

Whether you are 25 or 65, understanding and creating an income plan is essential to your financial health. This week on The Financial Fitness Show, host Mark Falter takes you through a custom step by step tutorial on the proper way to create income for your sustained financial fitness.


Dec 14, 2024 ABC's of Estate Planning
#2
12/14/2024

This week on the Financial Fitness Show, host Mark Falter goes over the ABC's of Estate Planning. From wills to living trusts, there is so much to learn to ensure you leave a legacy and not a mess.


Dec 07, 2024 Year-End Financial Checklist
#1
12/07/2024

Financial Fitness Show host Mark Falter has valuable year end financial insights to help you save on taxes for 2024, and also set you up for success in 2025 and beyond!