What changes when the focus shifts from growing your savings to creating income that needs to last? In this episode, we explore the often-overlooked transition from accumulation to distribution in retirement planning. The conversation breaks down how risk management evolves in retirement, why tax strategy plays a larger role once paychecks stop, and how different income sources can work together over time. Our expert guest also explains why retirement planning isn’t just about individual products or accounts, but about seeing the full financial picture and understanding how decisions today can affect flexibility later. Whether retirement is approaching or already underway, this discussion highlights the importance of coordination, planning, and adaptability during life’s next phase. 

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

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