Reliable Wealth Financial Hour Podcast

Bob Falter
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  • Investing

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

Episodes

  1. 3d ago

    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 important disclosures please visit www.rwfhour.com

    31 min

  2. Jun 26

    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

    42 min

  3. Jun 24

    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

    44 min

  4. Mar 16

    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.

    58 min

  5. Mar 3

    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.

    52 min

  6. Feb 24

    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.

    55 min

  7. Jan 22

    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.

    15 min

  8. 12/02/2025

    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.

    7 min

  9. 11/17/2025

    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.

    10 min

  10. 10/27/2025

    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.

    8 min
  11. Setting your couple-compass for retirement

    10/22/2025

    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.

    10 min
  • 11 Episodes

About

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

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