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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.
In episode 89 of the Atlas Annuity Podcast, Marty Becker takes a deep dive into one of the biggest overlooked risks in retirement—financial fragility...
In episode 85 of the Atlas Annuity Podcast, Marty Becker breaks down one of the most anticipated financial moves of the year—the Federal Reserve’s...
Is the 4 percent rule outdated? In this episode, we break down Morningstar’s latest research on safe withdrawal rates for retirement in 2025. Learn...
