The Troyer Retirement Show

This conversation focuses on the transition from earning a regular paycheck to managing retirement income. Mark Troyer, Amber Houtz, and Houston King discuss the challenges retirees face in adjusting their mindset from saving to spending, the risks associated with relying on investments for income, and the importance of having a guaranteed income plan. They emphasize the need for a personalized retirement paycheck to ensure financi...

In this episode, Mark Troyer, and his team discuss the significant changes introduced by the Secure 2.0 Act, particularly focusing on Roth contributions and catch-up provisions for retirement accounts. They delve into the tax implications of these changes, emphasizing the importance of proactive tax planning for individuals aged 50 and above. The conversation highlights the potential benefits of Roth conversions and the necessity o...

Troyer retirement Show: In this episode, the hosts, Mark Troyer, Amber Houtz, and Houston King use a hiking analogy to explore the journey of retirement planning. They discuss the different phases of a career, the importance of having a guide, and the need for a comprehensive retirement plan that includes investments, taxes, and estate planning. The conversation emphasizes the necessity of being proactive in retirement planning and...

In this episode of the Troyer Retirement Show, Mark Troyer, Houston King, and Amber Houtz discuss the essential elements of retirement planning. They emphasize the importance of having a solid retirement plan, understanding income needs, wealth management strategies, tax management, and estate planning. The hosts share insights on how to navigate retirement successfully, avoid common pitfalls, and answer listener questions about So...

In this episode, the hosts discuss the complexities of retirement taxation, focusing on how the IRS impacts retirees through Social Security taxation, required minimum distributions (RMDs), and the widow's tax bracket. They emphasize the importance of strategic planning to minimize tax burdens and explore various strategies, including Roth conversions and income distribution planning, to help retirees keep more of their hard-earned...

On this episode of The Troyer Retirement Show, the hosts use the metaphor of glacier calving to illustrate the complexities and risks associated with retirement planning. They discuss how the buildup of financial resources over time can lead to sudden changes in retirement income, emphasizing the importance of understanding the sequence of returns risk. The conversation highlights the need for a solid retirement plan that accounts ...

In this episode of the Troyer Retirement Show, Mark Troyer along with Amber Houtz and Houston King, discuss various aspects of retirement planning, focusing on federal employee buyouts, pension options, healthcare coverage, portfolio risks, annuities, structured notes, charitable giving strategies, and estate planning. They emphasize the importance of having a comprehensive retirement plan that addresses income stability, tax effic...

In this episode of the Troyer Retirement Show, Mark Troyer, Houston King, and Amber Houtz discuss essential strategies for retirees to manage their tax burdens and navigate the complexities of retirement planning. They emphasize the importance of understanding the tax implications of retirement accounts, the benefits of Roth conversions, and the need for guaranteed income to ensure financial stability. The conversation also covers ...

In this episode of the Troyer Retirement Show, the hosts discuss the evolving landscape of retirement planning, moving beyond the traditional 60-40 portfolio. They introduce the concept of a retirement trail map, emphasizing the importance of guaranteed income and modern investment strategies. The conversation covers current economic factors such as inflation and interest rates, and explores alternative investment options like gold...

On this edition of The Troyer Retirement Show it's about having a plan for what is your postseason. Wall Street to Main street will be covered today. How do high net worth investors can go beyond the traditional portfolio planning. The show will also discuss opportunity zones when it comes to investing. What is a structured note? We will answer that question on today's episode. Question and answer will wrap up the show

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In this episode, the hosts tackle tax traps you need to be aware of and avoid. Listener questions focus on retirement planning. Social Security decisions and the implications of inheriting non-qualified annuities make the program this week. They will also emphasize the importance of personalized financial planning and the potential tax implications of various retirement strategies.

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On this episode of The Troyer Retirement Show, There are big financial questions retirees are facing and the team at Troyer Retirement tackles the big ones. Rising inflation is a concern and making your money last in retirement is paramount. The show will discuss if it's time to lock in a fixed rate in retirement. We are all looking at the market with concern, should you be leaning on Wall Street to create retirement income?

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On this edition of The Troyer Retirement Show it's all about the importance of estate planning and asset protection. Are you ready for what is your endgame? Strategies concerning asset protection will be discussed. The team will dive in on the stock market looking at "average" returns and "actual" returns and what that means to retirees.

Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737

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On this episode of The Troyer Retirement Show, it's all about being ready for your retirement. Mark Troyer, Houston King, and Amber Houtz discuss the latest hot topics when it comes to retirement planning. Tax efficient withdrawal strategies are first up. Taking income from your assets and how you go about it is very important and Troyer Retirement dives in this week. The Roth conversion conversation is very hot right now and Troye...

In this episode of Retirement Rebels Radio, hosts Mark Troyer and Houston King discuss the importance of having a solid retirement plan, especially in light of financial stress and changing perceptions of wealth among Americans. They emphasize the significance of cash flow over mere asset accumulation and address common issues faced by retirees, including credit card debt and housing pressures. The conversation also touches on the ...

This episode of Retirement Rebels Radio explores the different phases of retirement, including the Go-Go, Slow-Go, and No-Go years. Hosts, Mark Troyer, Nate Hines, and Houston King discuss the importance of having a solid income plan, the risks associated with market fluctuations, and the necessity of preserving wealth as one ages. They emphasize the need for a sustainable income strategy, the impact of taxes on retirement savings,...

In this episode of Retirement Rebels Radio, the hosts, Mark Troyer, Nate Hines, and Houston King discuss various strategies for effective retirement planning, emphasizing the importance of having a solid plan to ensure financial security. They explore the benefits of working longer, adjusting spending based on market performance, and the necessity of planning for long-term care costs. The conversation also delves into the significa...

In this episode of Retirement Rebels Radio, the hosts discuss the current economic climate, including the potential for recession and its implications for retirement planning. They emphasize the importance of proactive strategies to navigate market volatility and the risks associated with the sequence of returns. The conversation also covers healthcare costs, estate planning, and the benefits of holistic financial planning compared...

In this episode of Retirement Rebels Radio, the hosts discuss the current economic climate, focusing on the impact of tariffs and trade wars on retirement planning. They emphasize the importance of understanding market volatility and managing risk through diversification and strategic planning. The conversation also covers the significance of having a solid income plan, tax strategies, and estate planning as essential components of...