

Mastering Decumulation: The Key to Retirement Success
The Troyer Retirement Show this week delves into the critical aspects of decumulation in retirement, emphasizing the importance of structured income planning and the common mistakes retirees make. It highlights the psychological and financial implications of spending strategies, the risks associate…

Troyer Retirement: Shifting to Retirement Income
This conversation focuses on the transition from earning a regular paycheck to managing retirement income. Mark Troyer, Amber Houtz, and Houston King discuss the challenges retirees face in adjusting their mindset from saving to spending, the risks associated with relying on investments for income,…

Navigating the Secure 2.0 Act
In this episode, Mark Troyer, and his team discuss the significant changes introduced by the Secure 2.0 Act, particularly focusing on Roth contributions and catch-up provisions for retirement accounts. They delve into the tax implications of these changes, emphasizing the importance of proactive ta…

Troyer Retirement Show: The Hike to Financial Security
Troyer retirement Show: In this episode, the hosts, Mark Troyer, Amber Houtz, and Houston King use a hiking analogy to explore the journey of retirement planning. They discuss the different phases of a career, the importance of having a guide, and the need for a comprehensive retirement plan that i…

The Keys to a Successful Retirement Plan
In this episode of the Troyer Retirement Show, Mark Troyer, Houston King, and Amber Houtz discuss the essential elements of retirement planning. They emphasize the importance of having a solid retirement plan, understanding income needs, wealth management strategies, tax management, and estate plan…

Troyer Retirement: Divorcing the IRS
In this episode, the hosts discuss the complexities of retirement taxation, focusing on how the IRS impacts retirees through Social Security taxation, required minimum distributions (RMDs), and the widow's tax bracket. They emphasize the importance of strategic planning to minimize tax burdens and …

Understanding Retirement Risks
On this episode of The Troyer Retirement Show, the hosts use the metaphor of glacier calving to illustrate the complexities and risks associated with retirement planning. They discuss how the buildup of financial resources over time can lead to sudden changes in retirement income, emphasizing the i…

Federal Employee Buyouts, What to Know, Plus Should You Get an Annuity Check Up
In this episode of the Troyer Retirement Show, Mark Troyer along with Amber Houtz and Houston King, discuss various aspects of retirement planning, focusing on federal employee buyouts, pension options, healthcare coverage, portfolio risks, annuities, structured notes, charitable giving strategies,…

Maximizing Financial Freedom in Retirement
In this episode of the Troyer Retirement Show, Mark Troyer, Houston King, and Amber Houtz discuss essential strategies for retirees to manage their tax burdens and navigate the complexities of retirement planning. They emphasize the importance of understanding the tax implications of retirement acc…

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 …