Troyer Retirement Show

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 big investors and the potential implications for everyday retirement investors. The hosts emphasize the need for a second opinion and exploring options that offer principal protection. 

Ready to connect with Mark and Houston? Visit Troyer Retirement today!

See omnystudio.com/listener for privacy information.

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 guaranteed income components through annuities. The hosts discuss the limitations of 401(k) plans and the benefits of active money management. They encourage listeners to explore their options and schedule a complimentary appointment.

Ready to connect with Mark and Houston? Visit Troyer Retirement today!

See omnystudio.com/listener for privacy information.

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 basketball coaching and baking cookies to explain these concepts. The episode ends with a mention of MarketGuard and an offer to get a book called 'Cookies in Retirement' written by the creator of MarketGuard.

Ready to connect with Mark and Houston? Visit Troyer Retirement today!

See omnystudio.com/listener for privacy information.

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 omnystudio.com/listener for privacy information.

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 (RMDs) and how to mitigate their impact. Overall, the conversation emphasizes the need for careful financial planning and the benefits of working with a retirement advisor.

Ready to connect with Mark and Houston? Visit Troyer Retirement today!

See omnystudio.com/listener for privacy information.

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 crucial to carefully consider the timing and structure of the annuity.

Ready to connect with Mark and Houston? Visit Troyer Retirement today!

See omnystudio.com/listener for privacy information.

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 security.

Ready to connect with Mark and Houston? Visit Troyer Retirement today!

See omnystudio.com/listener for privacy information.

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 big investors and the potential implications for everyday retirement investors. The hosts emphasize the need for a second opinion and exploring options that offer principal protection. 

Ready to connect with Mark and Houston? Visit Troyer Retirement today!

See omnystudio.com/listener for privacy information.

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!

See omnystudio.com/listener for privacy information.

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 guaranteed income components through annuities. The hosts discuss the limitations of 401(k) plans and the benefits of active money management. They encourage listeners to explore their options and schedule a complimentary appointment.

Ready to connect with Mark and Houston? Visit Troyer Retirement today!

See omnystudio.com/listener for privacy information.