The Atlas Annuity Podcast

Today, we're going to look at how to use annuities as life insurance. Many people approach retirement or estate planning with some misconceptions about...

By gaining a deeper understanding of different annuity options and recognizing the pitfalls of overly optimistic financial projections, retirees can make decisions that protect...

Misconceptions about discretionary liquidity in retirement funds is a topic that, while crucial, often goes unmentioned. Today's topic is a continuation of the last...

00:24  The two key mistakes in retirement planning are misunderstanding withdrawal rates and underestimating longevity. 01:58  The traditional 4% withdrawal rule may not ensure...

00:13  Sequence of returns risk emphasizes the order of receiving returns, impacting retirement outcomes significantly. 02:16  Average returns don't determine retirement success; actual returns...

In this episode, Marty offers a straightforward examination of the crucial distinctions between average returns and actual returns in retirement planning. He addresses common...