Latest Episodes
122
MYGA vs Fixed Indexed Annuity: Which Produces More Guaranteed Income?
Two annuity strategies. Same $500,000. Same five-year wait. One of them pays $250,000 less over 30 years. In this episode I break down the...
121
Why Market Predictions Are Useless (Proof in 3 Days)
Quick question for you. If you called five different financial professionals this week and asked the same thing — "Hey, what do you think...
120
Sequence of Returns Risk: The Hidden Threat to Your Retirement
Last week, Wall Street got a wake-up call. The Nasdaq had its worst five-day stretch since June, the fear index spiked over 34%, and...
119
$7,700 to $16,500/Year: The Annuity That Pays You More Just for Waiting
What if getting older didn't just bring wisdom and senior discounts, but actually made your retirement income bigger? In this episode, Marty breaks down...
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...