Taxes, Market Risk & the Paycheck You’ll Need in Retirement

Your retirement account may look stronger than ever, but is that enough to know you’re ready to retire? On this episode of the Troyer Retirement Show, the team explores why retirement planning involves more than watching your account balance. They discuss when Roth conversions may fit into a tax s…

Could You Retire Sooner Than You Think?

Could you be closer to retirement than you think? On the Troyer Retirement Show, Mark, Amber, and Houston explore why a large retirement account isn’t the same as a retirement plan. They discuss guaranteed income, longevity risk, the challenges of generating a paycheck after work ends, and why to…

Is Your Retirement Strategy Stuck in the Past?

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 i…

Build Your Retirement Income Floor Before It's Too Late

Is your retirement strategy built for the future, or could hidden risks derail your plans? In this episode of the Troyer Retirement Show, Wealth Strategist Mark Troyer and his team discuss why chasing investment performance isn’t always the key to retirement success. They explore the limitations o…

Are You Paying Too Much in Retirement? Taxes, Long-Term Care & Market Uncertainty Explained

Can your retirement success create unexpected tax problems?  In this episode of the Troyer Retirement Show, the team at Troyer Retirement explores how required minimum distributions (RMDs), Social Security taxation, Medicare premium increases, and capital gains can affect retirement income. They d…

What Kind of Retirement Do You Really Want? From Lean Living to Luxury Lifestyles

What does your ideal retirement look like? In this episode of The Troyer Retirement Show, the team explores four retirement lifestyle tiers, from covering the basics to enjoying travel, family experiences, and even luxury living. They discuss why retirement planning should start with lifestyle goal…

Rising Rates, RMDs & Retirement: Are You Prepared?

Rising interest rates, soaring healthcare costs, market volatility, and looming tax burdens are creating new challenges for today's retirees. On this episode of the Troyer Retirement Show, the team discusses why higher Treasury yields matter, how healthcare expenses can impact long-term retirement …

Building a Resilient Retirement Plan in a Changing Economy

Retirement planning is about more than saving money. It requires a strategy that can adapt to changing tax laws, market conditions, and personal goals. In this episode, Mark, Amber, and Houston dive into key retirement topics, including tax-efficient income strategies, estate planning fundamentals,…

Inheritances, Millionaires & Annuities: Building a Stronger Retirement Plan

What really creates dependable retirement income, and are most retirees relying on the right sources? In this episode of The Troyer Retirement Show, Mark Troyer, Houston King, and Amber Houts explore the realities of retirement income planning, including the income gap many retirees face when pensi…

Retiring Soon? Avoid These Costly Mistakes Before It's Too Late

What happens when a market downturn hits just as you begin taking retirement income? In this episode of The Troyer Retirement Show, Mark Troyer, Amber Houtz, and Houston King break down sequence of returns risk and why market timing is tougher than many investors believe. They also discuss how tech…