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.

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.

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 important disclosures please visit www.rwfhour.com

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

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

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. 

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.

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.

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.

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.