Analyzing Average Returns vs. Actual Returns

Episode 19 March 22, 2024 00:17:04
Analyzing Average Returns vs. Actual Returns
The Atlas Annuity Podcast
Analyzing Average Returns vs. Actual Returns

Mar 22 2024 | 00:17:04

/

Hosted By

Marty Becker

Show Notes

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

He addresses common misunderstandings many investors have about these concepts and the significance of the Internal Rate of Return (IRR) in evaluating the true performance of investments.

Highlighting the risks of basing financial decisions on average returns, such as the sequence of returns risk and its effect on retirement funds, the discussion also explores stable income solutions like annuities to counteract market volatility.

 

 

Other Episodes

Episode 4

December 09, 2023 00:14:32
Episode Cover

How Annuity Companies Make Money

Welcome to episode 4 of the Atlas Annuity Podcast with your host, Marty Becker, owner of Atlas Financial Strategies in St. Louis, Missouri. This...

Listen

Episode 50

November 14, 2024 00:07:38
Episode Cover

10% Annuity Withdrawals or Interest Accumulation?

In this episode, we dive deep into one of the most important decisions for annuity holders: choosing the right withdrawal strategy. Marty Becker breaks...

Listen

Episode 37

August 13, 2024 00:27:53
Episode Cover

Debunking Dave Ramsey Annuity & Withdrawal Rate Advice

In this episode, we dive into a video made by Dave Ramsey where he talks about retirement withdrawal rates. We point out the problems...

Listen