Mastering Your Retirement Income
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 …
The Role of 401(k)s in Retirement
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 th…
Leaving a Legacy: Planning for Generational Wealth
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…
Optimizing Income from Different Sources
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…
Best Of: Building a Team for Retirement Planning
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 prof…
Best Of: Creating a Customized Financial Vehicle
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 …
Achieving Success with a Game Plan
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 …
Navigating the Recent Turn in the Financial Markets
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 unp…
Best Of: Navigating Retirement Risks with a Retirement Guide
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 t…
Creating a Customized Financial Vehicle
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 …