The Troyer Retirement Show

In this episode of Retirement Rebels Radio, the hosts discuss the pressures of being the face of the NBA, particularly in light of LeBron James' comments. They transition into a critical examination of modern portfolio theory and its inadequacies for retirees. The conversation emphasizes the importance of strategic planning over luck in retirement, covering topics such as social security timing, e...

In this episode of Retirement Rebel Radio, the hosts discuss the importance of retirement planning and the potential need for a national retirement savings program. They explore various classic money sayings, providing insights and humor while emphasizing the significance of having a solid financial plan. The conversation highlights the challenges faced by retirees today and the importance of crea...

In this episode of the Troyer Retirement Show, Mark Troyer and Houston King discuss the importance of balancing offense and defense in retirement planning, using a recent NBA trade as a metaphor for investment strategies. They emphasize the need for a well-rounded portfolio that can withstand market fluctuations while still aiming for growth. The conversation also touches on the potential of AI in...

In this episode of the Troyer Retirement Show, Mark Troyer and Houston King discuss the evolving landscape of retirement planning. They explore the complexities introduced by modern financial products like 401(k)s and annuities, the uncertain future of Social Security, and the critical need for long-term care planning. The conversation emphasizes the importance of having a comprehensive retirement...

In this episode of the Troyer Retirement Show, Mark Troyer and Houston King discuss the complexities of retirement planning, focusing on the concept of a 'magic number' for retirement savings. They emphasize the importance of understanding individual income needs rather than adhering to generalized figures. The conversation highlights the significance of guaranteed income sources and the psycholog...

 Mark Troyer and Houston King discuss the essential elements of retirement planning, emphasizing the importance of preparation and adaptability in the face of market uncertainties. They explore the role of a financial coach, the significance of understanding market risks, and the complexities of annuities. The conversation highlights the need for a comprehensive retirement strategy that accou...

Mark Troyer and Houston King discuss the complexities of retirement planning, focusing on market predictions for 2025, the importance of personalized financial strategies, and the need for an abundant mindset in retirement. They emphasize the significance of understanding fees associated with retirement accounts and how these can impact long-term financial health. Ready to connect with Mark and Ho...

Mark Troyer and Houston King discuss the essential aspects of retirement planning, focusing on how much individuals need to save for retirement, the importance of having a solid plan, and the role of various investment strategies, including annuities and bonds. They emphasize that retirement is achievable without being a millionaire, provided one has a well-structured plan. Ready to connect with M...

Mark Troyer and Houston Kane discuss the critical aspects of retirement planning, drawing insights from Shaquille O'Neal's financial journey. They emphasize the importance of financial literacy, starting retirement planning early, and transitioning from saving to spending. The conversation also covers the current market outlook post-election, economic indicators signaling potential recession risks...

Mark Troyer and Houston Kane discuss the importance of having a comprehensive retirement plan. They emphasize the need for stress testing retirement plans to ensure financial strength and security. The conversation also touches on economic indicators, such as the Buffett indicator, and how they impact retirement planning. The hosts encourage listeners to reach out for assistance in creating a writ...

Mark Troyer, Houston King, and Jerry Payne discuss the parallels between racing and retirement planning. They emphasize the importance of having a team, akin to a pit crew in racing, to navigate the complexities of retirement. The conversation highlights the transition from focusing solely on wealth accumulation to comprehensive retirement planning, including income management, tax strategies, and...

In this episode of the Troyer Retirement Podcast, Mark and Houston discuss alarming statistics about retirement finances, including the fact that 45% of people retiring at 65 are likely to run out of money. They explore the importance of understanding tax implications, investment risks, and the need for a solid retirement plan. The conversation emphasizes the value of working with a financial advi...

Mark Troyer and his son Zack discuss the critical aspects of retirement planning, focusing on Required Minimum Distributions (RMDs) and common mistakes that retirees make. They emphasize the importance of understanding RMDs, the potential tax implications, and the benefits of Roth conversions. The conversation highlights the need for effective tax planning to maximize retirement income and minimiz...

In this episode of the Troyer Retirement Show, Mark Troyer, along with his son Zack and co-host Jerry Payne, discuss the evolving landscape of retirement planning, particularly focusing on the role of 401(k)s and the importance of creating guaranteed income streams for retirement. They emphasize the need for individuals to take control of their retirement savings and explore alternative options to...

In this conversation, Mark, Houston and Jerry discuss various topics related to retirement planning. They touch on the concept of dead money and how to bring it back to life, as well as the importance of having a solid retirement plan. They also explore the idea of leaving a legacy and planning for generational wealth. The hosts provide examples of clients who have planned to leave something speci...

Mark, Houston and Jerry focus on the importance of tax planning in retirement and how to optimize income from different sources. They emphasize the need to manage tax brackets and take advantage of different tax treatments for various types of income. The guys discuss the potential impact of future tax changes and the importance of being proactive in tax planning. They also highlight the significa...

The conversation starts with a discussion about the recent head coach hire in Los Angeles and relates it to retirement planning. The main theme is the importance of having a solid defense in your portfolio to protect against market downturns. The conversation also touches on the idea of taking profits from the stock market and diversifying into less volatile investments. The hosts use analogies of...

The conversation begins with a discussion about the recent shooting incident with Donald Trump and the impact it has on the feeling of safety in America. The hosts emphasize their conservative values and the importance of protecting clients' finances. They assure listeners that they have solutions to help protect their money and retirement savings. The conversation then transitions to a discussion...

Mark, Houston and Jerry discuss the current state of the stock market and the importance of having a retirement plan that can weather market volatility. The hosts highlight the contradictory advice given by financial author Robert Prechter and emphasize the need for a proactive and structured plan in retirement. They share examples of how their clients have benefited from having a plan in place an...

Mark Troyer shares the exciting news of his son's recent wedding and reflects on the joyous celebration. The conversation then shifts to the recent turn in the financial markets, with Houston King discussing the importance of having a plan to protect one's retirement savings. They highlight the unpredictability of the stock market and the need for principal preservation strategies. The conversatio...

The conversation discusses the importance of retirement planning and the risks associated with not having a solid retirement plan. It emphasizes the need for a comprehensive retirement strategy and the potential pitfalls of relying solely on savings without a plan. Mark and Houston also highlight the role of a retirement guide in navigating the complexities of retirement and ensuring financial sec...

The conversation begins with a discussion about the recent shooting incident with Donald Trump and the impact it has on the feeling of safety in America. The hosts emphasize their conservative values and the importance of protecting clients' finances. They assure listeners that they have solutions to help protect their money and retirement savings. The conversation then transitions to a discussion...

The conversation  starts with a discussion about the performance of bonds and the benefits of holding cash. The hosts then talk about the importance of having a retirement plan that includes alternatives to bonds, such as fixed indexed annuities. They also discuss the mindset shift from saving to spending in retirement. The conversation transitions to a discussion about the recent stock sales by b...

The conversation discusses the importance of tax planning and being informed about the tax code. It highlights the fear many people have of the IRS and the need to reduce unnecessary tax payments. The hosts emphasize their approach of following the rules to help clients pay less in taxes and leave more money to their heirs. The conversation then shifts to target date funds and the addition of guar...

The conversation starts with a discussion about the recent head coach hire in Los Angeles and relates it to retirement planning. The main theme is the importance of having a solid defense in your portfolio to protect against market downturns. The conversation also touches on the idea of taking profits from the stock market and diversifying into less volatile investments. The hosts use analogies of...