
About this episode
Steve Hoyl discusses the risks associated with taxes in retirement planning and the importance of comprehensive strategies beyond just a 401(k).
What if your biggest retirement risk isn’t the market—but the taxes you never planned for? On this episode, Steve Hoyl digs into how taxes, risk, and income planning collide in the final stretch before retirement. The conversation covers Roth strategies, market downturns, Social Security taxation, and why a 401(k) alone isn’t a plan. It’s a candid look at the psychology of retirement and how written strategies—income, tax, and risk—work together when life and markets change. Get Your Complimentary Retirement Analysis Social Media: Facebook | X See omnystudio.com/listener for privacy information.
People in this episode
Host: Steve Hoyl
Topics covered
- retirement planning
- tax strategies
- 401(k)
- income planning
- market risk
- Roth strategies
Keywords
- 401(k)
- retirement risk
- tax planning
- Roth strategies
- Social Security taxation
- income planning
- market downturns
Mentioned in this episode
Organizations: Social Security
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