The Troyer Retirement Show

What Most People Miss When Choosing a Financial Advisor

29 min · 12. maj 2026
episode What Most People Miss When Choosing a Financial Advisor cover

Beskrivelse

What if the biggest threat to your retirement isn’t the market, but the strategy behind it? In this episode, Mark Troyer and the team at Troyer Retirement unpack key retirement planning concepts, including how annuities fit into an income plan, the impact of hidden fees, and why sequence-of-returns risk can shape long-term outcomes. We also discuss what to look for when choosing a financial advisor and how different approaches can influence your overall strategy. The goal is to help you better understand the moving parts of retirement planning so you can ask more informed questions and evaluate your options with greater clarity. Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737 or click here [https://retirewithtroyer.com/] to visit their website.     See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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Alle episoder

85 episoder

episode Annuities, Fees, and the Truth About Retirement Planning cover

Annuities, Fees, and the Truth About Retirement Planning

Are annuities a smart move, or just misunderstood? In this episode, Mark Troyer and the team at Troyer Retirement break down the evolving role annuities can play in a modern retirement plan and why understanding fees matters more than ever. You’ll hear how hidden costs can impact long-term outcomes, what to look for in a transparent advisor relationship, and why one-size-fits-all strategies often fall short. We also explore how personalized planning and disciplined risk management can help bring clarity to your financial future. If you’re preparing for retirement or reviewing your current plan, this conversation offers practical insights to help you ask better questions and make more informed decisions. Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737 or click here [https://retirewithtroyer.com/] to visit their website. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

2. juni 202629 min
episode The Retirement Trail Map: A Smarter Way to Navigate Income, Taxes & Uncertainty cover

The Retirement Trail Map: A Smarter Way to Navigate Income, Taxes & Uncertainty

Retirement rarely goes exactly as planned, and that’s why your strategy shouldn’t be rigid. In this episode of the Troyer Retirement Show, Mark Troyer, Amber Houts, and Houston King break down how to build a flexible “Retirement Trail Map” that adapts to life’s unexpected twists. From structuring reliable income streams to managing taxes and preparing for long-term care, they highlight the key pillars that can make or break your retirement. You’ll also learn why many retirees struggle despite having savings, and how smarter planning, not more money, can change the outcome. Plus, discover innovative strategies like the Family Endowment Plan designed to protect both your lifestyle and legacy. Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737 or click here [https://retirewithtroyer.com/] to visit their website.   See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

26. maj 202629 min
episode Retirement Rules Rewritten: What Still Works in a Digital Market? cover

Retirement Rules Rewritten: What Still Works in a Digital Market?

In this episode, The Troyer Retirement Team breaks down how long‑standing investment and retirement rules are being challenged in today’s fast‑moving, digital, and globally connected market. From the fading relevance of market sayings like “Sell in May and go away” to the evolving role of 401(k)s, the conversation explores what still works and what no longer does. The team discusses how technology, market access, and changing investor behavior are reshaping retirement planning, and why adaptability matters more than ever. Listeners will gain perspective on building a retirement strategy designed to weather uncertainty, align with modern realities, and support long‑term financial confidence. Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737 or click here [https://retirewithtroyer.com/] to visit their website. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

19. maj 202629 min
episode What Most People Miss When Choosing a Financial Advisor cover

What Most People Miss When Choosing a Financial Advisor

What if the biggest threat to your retirement isn’t the market, but the strategy behind it? In this episode, Mark Troyer and the team at Troyer Retirement unpack key retirement planning concepts, including how annuities fit into an income plan, the impact of hidden fees, and why sequence-of-returns risk can shape long-term outcomes. We also discuss what to look for when choosing a financial advisor and how different approaches can influence your overall strategy. The goal is to help you better understand the moving parts of retirement planning so you can ask more informed questions and evaluate your options with greater clarity. Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737 or click here [https://retirewithtroyer.com/] to visit their website.     See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

12. maj 202629 min
episode Planning for Retirement When the Path Isn’t Straight cover

Planning for Retirement When the Path Isn’t Straight

What if retirement isn’t a straight road, but a trail that twists, turns, and demands a new map along the way? In this episode, the Troyer Retirement team explores how to navigate the uncertainties of retirement planning with flexibility and intention. They discuss why a “retirement trail map” can help guide decisions, the role of proactive tax strategies, and how planning for long-term care factors into the bigger picture. Listeners will hear insights on adapting to life’s changes, staying prepared for the unexpected, and thinking through income, expenses, and healthcare considerations over time. If you’ve ever wondered how to approach retirement with more clarity despite the unknowns, this conversation offers a practical perspective on staying on course. Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737 or click here [https://retirewithtroyer.com/] to visit their website. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

5. maj 202629 min