When you're ready to retire, there are decisions to make that will impact the rest of your life. Father and son team, Bob and Cole Falter and the Reliable Wealth Financial Group share retirement income strategies and tips for navigating your retirement journey.
For additional information and important disclosures please visit www.rwfhour.com
The Reliable Wealth Retirement Roadmap: Integrating Long-Term Care and Estate Planning
What should you expect from a financial advisor when discussing your plan for long-term healthcare? In this episode of The Reliable Wealth Financial Hour with Bob and Cole Falter, some of the key areas to address when planning for the potential of long-term health care. Are there any gaps in coverage? Are you optimizing assets? Plus, the importance of integrating your retirement plans, long-term care plans and estate plans.
9 Sept 2026
Navigating Retirement Income in a Volatile Market
Stock market history and current trends is one of the topics in today's episode of the Reliable Wealth Financial Hour with Bob and Cole Falter. Bob and Cole also discuss when the time (or age) may be suitable to buy and hold and when it might be prudent to prioritize income-generating assets such as bonds. Also, tips for vetting a retirement financial strategy.
8 Sept 2026
4 "don't miss" areas of retirement planning
In this episode of the Reliable Wealth Financial Hour, Bob and Cole Falter with the Reliable Wealth Financial Group focus on 4 important areas of retirement planning including income in retirement, estate planning, healthcare planning, and one area where assuming could be costly.
20 Jul 2026
The Versatility of Indexed Universal Life (IUL) Insurance
In this episode of the Reliable Wealth Financial Hour podcast, Bob and Cole Falter with the Reliable Wealth Financial Group focus their discussion on Indexed Universal Life (IUL) policies. Learn how IULs might function as part of a comprehensive financial plan and what makes them different from traditional insurance policies.
16 Jul 2026
Protecting Your Spouse: Steps you can take right now
In this episode of the Reliable Wealth Financial Hour podcast, Bob and Cole Falter with the Reliable Wealth Financial Group discuss the importance of both spouses taking part in financial and estate planning to help prevent a surviving spouse from being left with unfamiliar strategies or inaccessible accounts.
2 Jul 2026
Stress testing your retirement plan
In this episode of the Reliable Wealth Financial Hour podcast we explore the critical transition from wealth accumulation to distribution, focusing on strategies to help you manage your portfolio against market volatility, inflation, and healthcare costs. We discuss why the Reliable Wealth Financial Group advocates "stress testing" portfolios to uncover hidden risks and to help you assess whether your strategy aligns with your personal comfort and history. For additional information and...
26 Jun 2026
Retirement financial planning. There’s more to it than you might think.
Financial planning for retirement goes beyond managing what you’ve saved. Bob and Cole Falter with The Reliable Financial Group explain how they approach retirement financial planning including tax planning and estate planning. For additional information and important disclosures please visit www.rwfhour.com
24 Jun 2026
Transitioning from saving for retirement to spending in retirement
This episode of the Reliable Wealth Financial Hour focuses on one of the biggest concerns in retirement; running out of money. Bob and Cole Falter discuss their approach in helping retirees navigate the transition from wealth accumulation to the distribution phase. For additional information and important disclosures please visit www.rwfhour.com
16 Mar 2026
Does your retirement financial plan cover all the bases?
Do you have a number in mind for retirement? A savings number? On the Reliable Wealth Financial Hour podcast, Bob and Cole Falter discuss the importance of avoiding comparisons and finding your personal number. Plus, Bob and Cole explain how a financial advisor may be able to help you plan for healthcare and taxes.
3 Mar 2026
Saving to Spending in Retirement
Tips for making the transition from saving for retirement to spending in retirement. Bob and Cole Falter of The Reliable Wealth Financial Group discuss how to spend. It may sound simple but spending without a financial plan can have unexpected consequences come tax time.
24 Feb 2026
Estate Planning as part of a Reliable Wealth Financial Group Retirement Roadmap
Bob and Cole Falter of Reliable Wealth Financial Group outline the importance of having an Estate Plan in place especially for those in or close to retirement.
22 Jan 2026
Why a retirement plan?
Bob and Cole Falter with Reliable Wealth Financial Group explain what a financial plan for retirement is meant to do and how a financial professional can help you plan for the good times while preparing for any tough times that may be ahead in your retirement journey.
2 Dec 2025
Annuity questions and answers
Is an annuity the solution for income in retirement? Bob and Cole Falter with the Reliable Wealth Financial Group explain why there may not be a simple answer to that question.
17 Nov 2025
Spending + Saving = Spaving. Is that a bad thing?
Spending more to save more but do you really need more? The Reliable Wealth Financial team discusses spending in retirement. There are things you must pay for and things you want to purchase and how to plan for both. Bob and Cole Falter discuss when spaving works and when it's money down the drain.
27 Oct 2025
Think you know Life Insurance?
Life insurance has changed over the past few decades. In a big way. So even if you think you know life insurance, you might want to listen. Just in case. Bob and Cole Falter of The Reliable Wealth Financial Hour explain why this may be the right time for a life insurance review.
22 Oct 2025
Setting your couple-compass for retirement
Are you and your life-partner planning for the same retirement? Bob and Cole Falter of the Reliable Wealth Financial Group discuss how couples with different ideas about retirement can find common ground on financial goals. Bob explains the process and the Reliable Wealth Retirement Roadmap.
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