This episode tackles some of the biggest retirement challenges facing today's retirees and pre-retirees, including the "one more year" syndrome, retirement income gaps, inflation, healthcare costs, and tax planning. The Troyer Retirement team explains why delaying retirement may not always lead to better outcomes, how market volatility can impact retirement timing, and why guaranteed income strategies deserve consideration. They also explore common mistakes investors make with 401(k)s, Social Security planning, and retirement tax strategies, highlighting the importance of having multiple income sources and a comprehensive retirement plan. If you're approaching retirement and wondering whether you're truly ready, this conversation offers practical perspectives on creating confidence and clarity for the years ahead.
Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737
or click here to visit their website.

Rising Rates, RMDs & Retirement: Are You Prepared?
34:40

Building a Resilient Retirement Plan in a Changing Economy
28:44

Inheritances, Millionaires & Annuities: Building a Stronger Retirement Plan
28:56