Higher interest rates have changed the conversation around cash, but how much belongs on the sidelines in retirement?

In this episode, the Troyer Retirement team discusses balancing liquidity with long-term goals, potential tax-planning opportunities during lower-income years, and how retirement income sources may be taxed differently. The conversation also covers common financial scams, the worry that can linger even after years of saving, and reasons to periodically review whether a traditional 60/40 portfolio still aligns with your circumstances. The episode closes with a personal question every future retiree should consider: How will you decide when enough is enough?

Register for one of our upcoming events by clicking here Events | Troyer Retirement

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

or click here to visit their website.