Latest Episodes
118
Retirement Withdrawal Rate Danger Zone: A $1.5 Million Case Study
A married couple came to Marty with $1.5 million saved for retirement. On paper, they looked like they were in great shape. But when...
117
The Good, the Bad, and the Ugly of Annuity Surrender Charges
Have you ever looked at an annuity illustration and seen a chart labeled "surrender schedule" and thought, wait... is my money trapped? In this...
116
Finding the Right Annuity Starts With Knowing Your Real Rate of Return
What if a portfolio that averaged almost 7.5% for over two decades still ran completely out of money by age 90? It's not a...
115
What's the Best Annuity? Is the Wrong Question
Every week, Marty Becker gets asked the same question: "What's the best annuity out there?" His answer never changes — there isn't one, because...
114
6 Annuity Myths Your Advisor Won't Correct
Most retirees have heard at least one of these myths about annuities. That agents are just chasing a commission. That annuities cap your growth....
113
$1 Million Decision: Annuity vs Portfolio — Which Actually Pays More?
Marty Becker goes head-to-head with the numbers: annuity vs portfolio, using a $1 million retirement as the test case. A 65-year-old couple needs $95,000/year...