The Troyer Retirement Show

In this conversation, Mark Troyer, Houston King, and Jerry Payne discuss various retirement-related topics, including the Trump tax code, Roth conversions, and potential Social Security cuts. They emphasize the importance of having a retirement plan and offer guidance on how to navigate these financial challenges. Ready to connect with Mark and Houston? Visit Troyer Retirement today! See omnystudi...

Mark Troyer and his son Zack discuss their experience working together in the office and the financial lessons Mark has passed down to Zack. They also talk about the importance of guaranteed income in retirement and the potential risks in the commercial real estate market. They touch on the taxation of Social Security and capital gains, as well as the challenges of required minimum distributions (...

Tax planning for retirement should be done year-round, not just during tax season. Many people neglect to consider the impact of taxes on their retirement savings, which can result in significant losses. It's important to have a proactive tax plan in place to save money and maximize your retirement income. An annuity can be a valuable tool for generating lifetime income in retirement, but it's cru...

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  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 covers various topics related to retirement planning, including the impact of current events on investments, the importance of guaranteed income in retirement, and the process of building an income plan. The hosts emphasize the need for a simple and safe retirement plan that allows individuals to retire happy. Ready to connect with Mark and Houston? Visit Troyer Retirement today!...

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...

Tax planning for retirement should be done year-round, not just during tax season. Many people neglect to consider the impact of taxes on their retirement savings, which can result in significant losses. It's important to have a proactive tax plan in place to save money and maximize your retirement income. An annuity can be a valuable tool for generating lifetime income in retirement, but it's cru...

Where should you begin when it comes to planning your estate retirement? Mark Troyer and Houston King discuss the right time and place to start the planning process. They also talk about how your loved ones can benefit from your decisions by keeping the government out of your financial affairs.  See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy informatio...

Will you pay less taxes in retirement? Mark Troyer and Houston King discuss one of the biggest myths surrounding retirement in Pitstop #3: taxes. They talk about how to reduce the amount of money you're paying and the government and how to create a strategy for required minimum distributions (RMD's).  See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy info...

What does risk look like for retirees? Mark Troyer discusses how to assess risk in your portfolio and ways you can reduce it. He also talks about the importance of diversity and how to figure out what’s actually inside of your retirement account. See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.

How do you create income when you’re in retirement? Mark Troyer and Houston King discuss the importance of proper planning when it comes to navigating your financial future after you stop working. They also talk about when is the right time to take Social Security and how to utilize it as a tool in your portfolio. See omnystudio.com/listener for privacy information. See omnystudio.com/listener for...

Where did Troyer Retirement start? Mark Troyer and Houston King discuss the mission of Troyer Retirement and what sparked them to begin a career as financial advisors. They also talk about the four pitstops that help create success in your financial future.  See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.

Welcome to the Troyer Retirement Show, the podcast that provides helpful insights and guidance on achieving a prosperous retirement. Join hosts Mark Troyer and Houston King as they share their knowledge and experience in creating successful financial solutions. At Troyer Retirement, we understand that a strong retirement income strategy is the best way to help create your dream retirement. For fou...