Analyzing Discretionary Liquidity in Retirement

Episode 21 April 12, 2024 00:15:39
Analyzing Discretionary Liquidity in Retirement
The Atlas Annuity Podcast
Analyzing Discretionary Liquidity in Retirement

Apr 12 2024 | 00:15:39

/

Hosted By

Marty Becker

Show Notes

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 several weeks where we've been going through these retirement planning mistakes, with a special focus on one that is particularly interesting: the belief that you have liquidity in your retirement portfolio when you really don't.

See the full newsletter here: https://atlasfinancialinc.com/discretionary-liquidity-in-retirement/

Other Episodes

Episode 91

October 24, 2025 00:13:56
Episode Cover

13.25% Growth Annuity, Zero Principal Risk

Can you really earn up to 13.25% growth without risking your principal? In this episode, Marty Becker breaks down a five-year fixed index annuity...

Listen

Episode 76

June 14, 2025 00:14:13
Episode Cover

Annuities vs Banks: Which One Actually Protects Your Money?

You’ve probably never questioned how banks actually make money. Most people haven’t. But once you see the numbers—the profits, the leverage, and the risk—you...

Listen

Episode 71

April 17, 2025 00:09:46
Episode Cover

Fixed Indexed Annuities and IRMAA

Some types of income can quietly push your Medicare premiums higher—sometimes by hundreds of dollars a year. In this episode, Marty explains how IRMAA...

Listen