The Troyer Retirement Show

The Troyer Retirement Show

By Troyer RetirementBusinessInvesting
Download on the App Store

The Troyer Retirement Show episodes

  • The Flaws of Modern Portfolio Theory in Retirement

    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 and Bitcoin. Listener questions provide practical insights into retirement planning, including the benefits of Roth conversions and the considerations for early retirement.

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

    or click here to visit their website.

    Retirement, Planning, Roth, Taxes, Income, Savings, Assets

    See omnystudio.com/listener for privacy information.

    52 min
  • Retire with Clarity, Control, and Confidence

    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

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

    or click here to visit their website.

    Retirement, Retire, finance, Invest, budget, 401k, TSP, 403b, IRA, stock, bond, money, market, plan, education, medicare, mortgage, RMD, required, minimum, distribution, social, security, tax, long, term, care, insurance, risk, income, volatility, advisor, adviser

    See omnystudio.com/listener for privacy information.

    52 min
  • Watch Out for These Tax Traps in Retirement

    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.

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

    or click here to visit their website.

    Retirement, Planning, Roth, Taxes, Income, Savings, Assets

    See omnystudio.com/listener for privacy information.

    53 min
  • Big Financial Questions Retirees need to Have Answered

    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?

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

    or click here to visit their website.

    Retirement, Planning, Roth, Taxes, Income, Savings, Assets

    See omnystudio.com/listener for privacy information.

    52 min
  • Estate Planning & Asset Protection

    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

    or click here to visit their website.

    See omnystudio.com/listener for privacy information.

    52 min
  • Drawing Down on Retirement, What's Your Plan?

    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 Troyer Retirement breaks it down

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

    or click here to visit their website.

    Retirement, Planning, Roth, Taxes, Income, Savings, Assets

    See omnystudio.com/listener for privacy information.

    52 min
  • 401(k) Tax Strategies for Retirement

    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 need for a comprehensive retirement strategy that includes income planning, investment management, tax strategies, and estate planning.

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

    or click here to visit their website.

    See omnystudio.com/listener for privacy information.

    52 min
  • From Go-Go to No-Go: Retirement Planning Essentials

    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, and the potential benefits of annuities. The conversation aims to equip listeners with the knowledge to navigate their retirement years effectively and ensure financial security

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

    or click here to visit their website.

    See omnystudio.com/listener for privacy information.

    51 min
  • Rebelling Against Traditional Retirement Planning

    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 significance of Roth conversions and how they can impact tax liabilities and inheritance

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

    or click here to visit their website.

    See omnystudio.com/listener for privacy information.

    52 min
  • Proactive Strategies for Market Volatility

    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 to traditional methods.

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

    or click here to visit their website.

    See omnystudio.com/listener for privacy information.

    52 min

About The Troyer Retirement Show

From the publisher's feed

Tired of hearing the same old retirement advice that sounds like it's straight out of a dusty textbook? Welcome to The Troyer Retirement Show, where host Mark Troyer throws conventional wisdom out the window and delivers real strategies that actually work!